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 Large Cap TacticalRemains 100% Equity30-Aug-19
CAD TAQRemains 100% Equity30-Aug-19
CAD TEAMRemains 50% Equity/50% Fixed Income30-Aug-19
CAD TEAM IIRemains 50% Equity/50% Fixed Income15-Aug-19

US Portfolio

Asset Allocation

Effective Date
US Large Cap TacticalRemains 100% Equity30-Aug-19
US Small Mid Cap Tactical AllocationRemains 100% Equity30-Aug-19
US TAQRemains 100% Equity30-Aug-19
US TEAMEnters 50% Equity/50% Fixed Income30-Aug-19

European Portfolio

Asset Allocation

Effective Date
EURO Large Cap TacticalRemains 100% Equity30-Aug-19
EURO TEAMRemains 50% Equity/50% Fixed Income30-Aug-19

Global Portfolio

Asset Allocation

Effective Date
Emerging Markets ETF FEDRemains 100% Deposit30-Aug-19
Global ETF FEDEnters 60% Cash, 40% IVV30-Aug-19
Global ETF TLTEnters 60% TLT, 40% IVV30-Aug-19