RBC Global Financial Statements From 2010 to 2024
| 0P00012UCU | CAD 27.71 0.15 0.54% |
Check RBC Global financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among RBC Global's main balance sheet or income statement drivers, such as , as well as many indicators such as . RBC financial statements analysis is a perfect complement when working with RBC Global Valuation or Volatility modules.
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RBC Global Equity Fund Minimum Initial Investment Analysis
RBC Global's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Current RBC Global Minimum Initial Investment | 500 |
Most of RBC Global's fundamental indicators, such as Minimum Initial Investment, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, RBC Global Equity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
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Based on the recorded statements, RBC Global Equity has a Minimum Initial Investment of 500. This indicator is about the same for the RBC Global Asset Management Inc. average (which is currently at 500) family and significantly higher than that of the Global Equity category. The minimum initial investment for all Canada funds is notably lower than that of the firm.
RBC Global Equity Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining RBC Global's current stock value. Our valuation model uses many indicators to compare RBC Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across RBC Global competition to find correlations between indicators driving RBC Global's intrinsic value. More Info.RBC Global Equity is third largest fund in one year return among similar funds. It also is third largest fund in three year return among similar funds reporting about 0.92 of Three Year Return per One Year Return. The ratio of One Year Return to Three Year Return for RBC Global Equity is roughly 1.09 . Comparative valuation analysis is a catch-all model that can be used if you cannot value RBC Global by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for RBC Global's Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.About RBC Global Financial Statements
RBC Global stakeholders use historical fundamental indicators, such as RBC Global's revenue or net income, to determine how well the company is positioned to perform in the future. Although RBC Global investors may analyze each financial statement separately, they are all interrelated. For example, changes in RBC Global's assets and liabilities are reflected in the revenues and expenses on RBC Global's income statement, which ultimately affect the company's gains or losses. Understanding these patterns can help in making the right long-term investment decisions in RBC Global Equity. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in equity securities of a diversified mix of companies operating in various countries around the world across a range of sectors. RBC Global is traded on Toronto Stock Exchange in Canada.
Pair Trading with RBC Global
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if RBC Global position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in RBC Global will appreciate offsetting losses from the drop in the long position's value.Moving together with RBC Fund
| 0.93 | 0P0001FAU5 | TD Comfort Aggressive | PairCorr |
| 0.87 | 0P0001D8QF | BMO Concentrated Global | PairCorr |
| 0.96 | 0P000070HA | CI Global Alpha | PairCorr |
The ability to find closely correlated positions to RBC Global could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace RBC Global when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back RBC Global - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling RBC Global Equity to buy it.
The correlation of RBC Global is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as RBC Global moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if RBC Global Equity moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for RBC Global can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Other Information on Investing in RBC Fund
RBC Global financial ratios help investors to determine whether RBC Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in RBC with respect to the benefits of owning RBC Global security.
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