RBC BlueBay Core Plus Bond Fund Class I (RCPIX)

Overview

The described company operates in the financial sector, specifically focusing on fixed income securities investment. It dedicates at least 80% of its assets to investments in various forms of fixed income securities. These include a broad range of debt instruments such as bonds, municipal securities, mortgage-related and asset-backed securities, along with obligations from both U.S. and foreign governments and their agencies. The company employs a "Core Plus" investment strategy. This approach signifies the combination of a core portfolio of investment-grade fixed income securities, typically reflective of the Bloomberg U.S. Aggregate Bond Index, with the flexibility to incorporate high yield and other securities. This diversified strategy aims to optimize returns while managing investment risk.

Products and Services

• Fixed Income Securities

  The cornerstone of the company's investment focus, these securities encompass a wide array of debt instruments, providing the base for the firm's asset allocation. Broaden to include:

  • Bonds: A debt investment whereby an investor loans money to an entity that borrows the funds for a defined period at a fixed interest rate.
  • Municipal Securities: Debt securities issued by states, cities, counties, and other government entities to fund public projects.
  • Mortgage-Related and Asset-backed Securities: Securities backed by mortgage or other assets, offering investment returns tied to the performance of the underlying assets.
  • Obligations of U.S. and Foreign Governments and Their Agencies: Securities issued or guaranteed by government entities, providing a spectrum of investment opportunities in both domestic and international markets.
• Core Plus Investment Strategy

  This strategy indicates an enhancement to the traditional core investment approach. By integrating a core portfolio of investment-grade fixed income securities that generally mirror the Bloomberg U.S. Aggregate Bond Index, the company enriches its investment mix with the inclusion of high yield and other securities. This method aims at achieving a balanced risk-return profile suitable for diversified investment objectives.