RBC's Rules-Based Investment Securities have been designed to provide investors with "long" exposure to the Bank's proprietary quantitative models, with the ability to dynamically allocate between Equity and Fixed Income Investments. The following defines the current Asset Allocation for each strategy.

Canadian PortfolioAsset AllocationEffective Date
CAD TEAMremains 50% Equity/50% Fixed Income30-Mar-18
CAD Large Cap TacticalEnters 100% Fixed Income30-Mar-18
CAD TAQremains 0% Fixed Income30-Mar-18
CAD TEAM IIremains 50% Equity/50% Fixed Income13-Apr-18

US Portfolio

Asset Allocation

Effective Date
US TEAMenters 50% Equity / 50% Fixed Income30-Mar-18
US Small Mid Cap Tactical Allocationremains 100% Equity30-Mar-18
US TAQ enters 0% Fixed Income30-Mar-18
US Large Cap Tactical remains 100% Equity30-Mar-18

European Portfolio

Asset Allocation

Effective Date
EURO Large Cap Tactical enters 100% Fixed Income30-Mar-18
EURO TEAMremains 50% Equity/50% Fixed Income30-Mar-18