RBC BlueBay Core Plus Bond Fund Class A (RCPAX)

Overview

The fund specializes in investments predominantly in fixed income securities. By allocating at least 80% of its assets into fixed income instruments, the fund aims to provide a stable and diversified investment portfolio. The investment focus spans across a broad spectrum of fixed income vehicles, including but not limited to bonds, municipal securities, mortgage-related and asset-backed securities, as well as obligations from U.S. and foreign governments and their agencies. Employing a "Core Plus" investment strategy, the fund enhances its core holdings of investment-grade fixed income securities with high yield securities and other assets, aiming to outperform the benchmark, which is generally reflective of the Bloomberg U.S. Aggregate Bond Index.

Products and Services

• Fixed Income Securities

  The cornerstone of the fund's investment, these comprise various debt instruments such as bonds, municipal, mortgage-related, and asset-backed securities, alongside obligations from U.S. and foreign governments and their entities. These securities provide a foundation of steady returns and capital preservation within the fund's portfolio.

• Core Plus Strategy

  At the heart of its investment approach, the fund employs a "Core Plus" strategy. This methodology involves supplementing a base of investment-grade fixed income securities, indicative of the Bloomberg U.S. Aggregate Bond Index, with allocations in high yield securities and other diverse financial instruments. This strategic blend aims to achieve higher returns while maintaining a balanced risk profile.