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% Fixed Income31-Dec-18
CAD TAQchanged to 35% Fixed Income31-Dec-18
CAD TEAMenters 100% Fixed Income31-Dec-18

US Portfolio

Asset Allocation

Effective Date
US Large Cap Tacticalremains 100% Fixed Income31-Dec-18
US Small Mid Cap Tactical Allocationremains 50% Equity/50% Fixed Income31-Dec-18
US TAQchanged to 25% Fixed Income31-Dec-18
US TEAMenters 100% Fixed Income31-Dec-18

European Portfolio

Asset Allocation

Effective Date
EURO Large Cap Tacticalremains 100% Fixed Income31-Dec-18
EURO TEAMenters 100% Fixed Income31-Dec-18

Global Portfolio

Asset Allocation

Effective Date
Emerging Markets ETF FED100% Deposit/ 0% IEMG07-Jan-19
Global ETF FED100% Deposit/ 0% IVV/ 0% IWM31-Dec-18
Global ETF TLT100% TLT/ 0% IVV/ 0% IWM31-Dec-18