Staying invested: a strategy for all eras
Sarah Riopelle discusses why it’s important for investors to remain focused on the long term and stay invested through periods of short-term volatility. Sarah also discusses how she’s been tactically active in fixed income in recent months and why she is now neutrally positioning the portfolio’s she manages given her outlook for stocks and bonds. Unless specified, returns refer to RBC Select Very Conservative Portfolio, RBC Select Conservative Portfolio, RBC Select Balanced Portfolio, and RBC Canadian Bond Index ETF Fund as of October 31, 2024. Standard Performance data for Series A of RBC Select Very Conservative Portfolio is: 1yr: 13.8%; 3yr: 0.8%; 5yr: 2.6% and 10yr: 3.1%. Standard Performance data for Series A of RBC Select Conservative Portfolio is: 1yr: 17.1%; 3yr: 2.4%; 5yr: 4.3% and 10yr: 4.3%. Standard Performance data for Series A of RBC Select Balanced Portfolio is: 1yr: 21.6%; 3yr: 3.4%; 5yr: 6.0% and 10yr: 5.8%. Standard Performance data for Series A of RBC Canadian Bond Index ETF Fund is: 1yr: 10.7%; 3yr: -0.7%; 5yr: -0.2% and 10yr: 1.4%. Please consult your advisor and read the prospectus or Fund Facts document before investing. There may be commissions, trailing commissions, management fees and expenses associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. The indicated rates of return are the historical annual compounded total returns for the periods indicated including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. RBC Funds, BlueBay Funds and PH&N Funds are offered by RBC Global Asset Management Inc. and distributed through authorized dealers in Canada. (Recorded: November 13, 2024) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/staying-invested-a-strategy-for-all-eras/detail/. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
