RBCGAM’s vi­sion

Investment Executive - - FOCUS ON PRODUCTS -

Toronto-based RBC Global As­set Man­age­ment Inc. is bring­ing to­gether its so­cially re­spon­si­ble in­vest­ing (SRI) funds to cre­ate a new suite of mu­tual funds called RBC Vi­sion Funds. The move in­volves the group­ing and re­nam­ing of a Phillips Hager & North SRI fund with RBC Jantzi funds to cre­ate a sin­gle, co­he­sive SRI prod­uct shelf. As part of the re­align­ment, the fol­low­ing funds have been re­named: Phillips Hager & North Com­mu­nity Val­ues Bond Fund now is RBC Vi­sion Bond Fund; RBC Jantzi Bal­anced Fund now is RBC Vi­sion Bal­anced Fund; RBC Jantzi Cana­dian Eq­uity Fund now is RBC Vi­sion Cana­dian Eq­uity Fund; and RBC Jantzi Global Eq­uity Fund now is RBC Vi­sion Global Eq­uity Fund. As part of these funds’ man­dates, each uses SRI cri­te­ria to screen its port­fo­lio hold­ings to al­low unithold­ers to align their in­vest­ments with their en­vi­ron­men­tal and so­cial val­ues. For full fund de­tails, in­clud­ing fees, visit www.rbcgam.com.

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