The total of the management fee, operating expenses and taxes charged to a fund
What is a Management Expense Ratio?
100
This type of return considers only the change in the investment's market value over a specific time period.
What is time-weighted rate of return?
100
RBC's investment manager with industry leading management capabilities
What is Global Asset Management?
100
Age 40-70, investable assets of 100,000 or more
What is a FP target client?
200
Fund companies pay ongoing fees to the firm for which an advisor works for
What is a trailing commission?
200
This type of return measures how the value of an investment has changed over time, considers the fund's performance along with the size and timing of cash flows.
What is Money-weighted rate of return?
200
Portfolio manager for RBC's Select Portfolio Solutions
Who is Sarah Riopelle?
300
The value added activities that your advisor provides in exchange for the trailing commission
What is access, advice and service?
300
This type of return calculation is more reflective of a client's individual performance
What is Money Weighted Rate of Return?
300
RBC owns one of the world's leading specialist fixed income managers
Who is Blue Bay Asset Management?
400
A measure of a fund's trading costs.
What is a Trading Expense Ratio?
400
With this rate of return calculation cashflows are not factored into the calculation
What is time weighted rate of return?
400
RBC owns one of the most respected institutional fixed income managers?
Who is Phillips, Hager & North Investment Management?
500
You do not pay a sales charge at the time of purchase but if you redeem your mutual fund earlier than the prescribed time limit, you will pay a redemption fee to the fund company.