(As of 4/30/2026)

RBC Target 2035 Education Fund Series A

(2035 Target Date Portfolio)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2023
2022




Inception Return
(8/28/2017)
7.05 %
YTD Return 3.32 %
NAVPS
(5/22/2026)
$13.71
Change $0.03 / 0.25 %
Growth of $10,000 (As of April 30, 2026)
MER 1.68 %
Assets ($mil) $1,370.68
Rank (1Yr) 14/17
Std Dev (3Yr) 10.58 %
Volatility Ranking (3Yr) 4/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
This fund is an asset allocation fund specifically designed to meet the changing needs of investors who are saving money for the purpose of funding a post-secondary education that commences around 2035. The fund gradually shifts its asset mix from an emphasis on equity funds, in its early years, to an emphasis on money market funds as its “target” date (2035) approaches.
Fund Manager

RBC Global Asset Management Inc.

Portfolio Manager

Sarah Riopelle, RBC Global Asset Management Inc.

Ashley Warburton, RBC Global Asset Management Inc.

Sub-Advisor
-
 
Asset Allocation
(As of March 31, 2026)
Sector Allocation
(As of March 31, 2026)
Geographic Allocation
(As of March 31, 2026)
Top 10 Holdings
NameAssetSectorGeographicPercent
RBC Bond Fund Series ODomestic BondsFixed IncomeCanada30.39%
RBC Canadian Equity Fund Series OCanadian EquityMutual FundCanada9.00%
RBC Canadian Short-Term Income Fund Series ODomestic BondsFixed IncomeCanada7.63%
RBC European Equity Fund Series OInternational EquityMutual FundOther European6.93%
PH&N Total Return Bond Fund Series ODomestic BondsFixed IncomeCanada6.79%
RBC Private U.S. Large-Cap Core Equity Pool OUS EquityMutual FundUnited States5.20%
PH&N U.S. Multi-Style All-Cap Equity Fund Series OUS EquityMutual FundUnited States5.19%
RBC U.S. Equity Fund Series OUS EquityMutual FundUnited States5.18%
RBC High Yield Bond Fund Series ODomestic BondsFixed IncomeCanada5.02%
RBC QUBE Low Volatility Canadian Equity Fund OCanadian EquityMutual FundCanada4.61%

Performance Data (As of April 30, 2026)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.08 2.15 3.34 3.32 15.78 10.62 6.55 -   
Benchmark 5.33 3.04 3.22 4.60 21.82 15.48 9.63 10.21
Quartile Ranking 4 4 4 4 4 4 3 -

Calendar Return (%) 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Fund 11.33 13.04 9.67 -10.53 11.91 8.38 15.77 -5.17 -      -     
Benchmark 13.15 21.57 15.07 -12.03 11.33 12.17 16.29 0.72 11.99 3.66
Quartile Ranking 4 4 3 2 3 4 4 4 - -

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