Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
1.11% 71.76M -- 8.04%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
22.47M 0.30% Upgrade Upgrade

Basic Info

Investment Strategy
To track the performance of a generally recognized global bond market index. To provide a total return consisting of income and modest capital growth. The fund invests primarily in high quality fixed-income securities denominated in foreign currencies and issued by governments, government related entities and corporations globally in substantially the same proportion as its benchmark index, either directly or indirectly through investment in other mutual funds.
General
Security Type Mutual Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global CAD
Peer Group Global Fixed Income
Global Macro Bond Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name RBC
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 43
-92.80M Peer Group Low
268.45M Peer Group High
1 Year
% Rank: 46
22.47M
-1.446B Peer Group Low
962.43M Peer Group High
3 Months
% Rank: 42
-950.58M Peer Group Low
790.63M Peer Group High
3 Years
% Rank: 46
-1.063B Peer Group Low
1.742B Peer Group High
6 Months
% Rank: 42
-1.199B Peer Group Low
827.65M Peer Group High
5 Years
% Rank: 44
-651.22M Peer Group Low
3.833B Peer Group High
YTD
% Rank: 46
-1.415B Peer Group Low
962.43M Peer Group High
10 Years
% Rank: 53
-1.500B Peer Group Low
8.924B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
5.12%
0.95%
2.08%
1.06%
7.43%
5.33%
-1.39%
-11.53%
6.33%
2.41%
2.95%
6.85%
-0.97%
6.08%
-6.38%
-12.47%
0.44%
3.49%
1.05%
2.36%
1.82%
4.14%
-4.38%
-13.44%
5.50%
-0.18%
1.76%
1.10%
5.42%
6.39%
-4.00%
-14.74%
4.56%
0.04%
1.25%
-1.41%
8.24%
7.96%
-1.43%
-13.56%
6.12%
-2.61%
6.51%
As of December 08, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-5-25) 2.88%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 5
Bond
Yield to Maturity (10-31-25) 3.35%
Effective Duration --
Average Coupon 3.02%
Calculated Average Quality 2.308
Effective Maturity 10.18
Nominal Maturity 10.27
Number of Bond Holdings 0
As of October 31, 2025

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.16%
Stock 0.00%
Bond 98.03%
Convertible 0.00%
Preferred 0.00%
Other 1.81%
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Top 5 Holdings

Name % Weight Price % Change
iShares Core International Aggregate Bond ETF 59.84% 51.47 -0.16%
iShares Core US Aggregate Bond ETF 39.50% 99.85 -0.18%
BANK OF MONTREAL TIME/TERM DEPOSIT
0.57% -- --
CAD CASH
0.09% -- --
USD CASH
0.00% -- --

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee --
Administration Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for RRSP Yes
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 500.00 None
Minimum Subsequent Investment 25.00 None

Basic Info

Investment Strategy
To track the performance of a generally recognized global bond market index. To provide a total return consisting of income and modest capital growth. The fund invests primarily in high quality fixed-income securities denominated in foreign currencies and issued by governments, government related entities and corporations globally in substantially the same proportion as its benchmark index, either directly or indirectly through investment in other mutual funds.
General
Security Type Mutual Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global CAD
Peer Group Global Fixed Income
Global Macro Bond Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name RBC
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-5-25) 2.88%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 5
Bond
Yield to Maturity (10-31-25) 3.35%
Effective Duration --
Average Coupon 3.02%
Calculated Average Quality 2.308
Effective Maturity 10.18
Nominal Maturity 10.27
Number of Bond Holdings 0
As of October 31, 2025

Fund Details

Key Dates
Inception Date --
Last Annual Report Date 10/31/2025
Last Prospectus Date --
Share Classes
RBF2141 Fee-based Advice
RBF5141 Do-It-Yourself
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund --
Synthetic Replication Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:RBF1141.TO", "name")
Broad Asset Class: =YCI("M:RBF1141.TO", "broad_asset_class")
Broad Category: =YCI("M:RBF1141.TO", "broad_category_group")
Prospectus Objective: =YCI("M:RBF1141.TO", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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