RBC GAM adds details to RI fund lineup consolidation

By Staff | June 27, 2017 | Last updated on June 27, 2017
1 min read

RBC Global Asset Management says that, effective June 30, the funds within its two socially responsible investing line-ups (PH&N Community Values Funds and RBC Jantzi Funds) will be renamed and become part of the suite of RBC Vision Funds.

This name change is based on mergers that RBC GAM announced in April, in which certain PH&N Community Values Funds will merge with RBC Jantzi Funds to create a cohesive suite of funds with RI mandates.

The continuing RBC Jantzi Funds–along with the Phillips, Hager & North Community Values Bond Fund, which previously wasn’t included–will be renamed and included as part of the RBC Vision Funds suite, as follows:

Current Name

New Name

Phillips, Hager & North Community Values Bond Fund

RBC Vision Bond Fund

RBC Jantzi Balanced Fund

RBC Vision Balanced Fund

RBC Jantzi Canadian Equity Fund

RBC Vision Canadian Equity Fund

RBC Jantzi Global Equity Fund

RBC Vision Global Equity Fund

Additionally, Phillips, Hager & North Community Values Bond Fund, which will be renamed RBC Vision Bond Fund, will re-open to new investors effective June 30. This fund, which was capped to new investors on July 4, 2016, currently has additional capacity.

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Advisor.ca staff


The staff of Advisor.ca have been covering news for financial advisors since 1998.