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本基金是一項經悉心設計的資產配置基金,專為在2025年需要資金作專上教育費用的投資者而設,能配合其不斷變改的需要。隨著目標 日期(2025年)逐漸接近。基金逐步把資產組合 由早期側重的股票基金調動至貨幣市場基金。 在基金的投資期間,其投資組合由集中於具有 增長潛力的基金轉為以保存資本為主的基金。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Sarah Riopelle | Senior Portfolio Manager | 2009 | now |
自傳 | Since 2009, Sarah has managed the entire suite of RBC Portfolio Solutions. Sarah is a member of the RBC GAM Investment Strategy Committee, which sets global strategy for the firm, and the RBC GAM Investment Policy Committee, which is responsible for the investment strategy and tactical asset allocation for RBC Funds’ balanced products and portfolio solutions. In addition to her fund management role, she works closely with the firm’s Chief Investment Officer on a variety of projects. | ||
Jennifer McClelland | Other Executives | 2007 | 2009 |
自傳 | Jennifer McClelland is Vice President and Senior Portfolio Manager, Canadian Equities. Jennifer began her investment career in 1993. She is a member of the North American equity team and is responsible for core and income-oriented Canadian equity mandates. Jennifer has a Bachelor Degree in Economics from the University of Western Ontario and is a CFA charterholder. |
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