RBC GAM adds details to RI fund lineup consolidation

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.

Also read:

Big Six banks among Canada’s cleanest companies

Most investors want disclosure of pay by gender: poll

Sustainable ways to offer responsible investing