TrueAlpha was engaged by a client to establish a point-of-view on RBC's Vision Global Equity Fund (RBF653) product.
Through a comprehensive benchmarking exercise against other leading North American ESG ETFs, we came to the following three conclusions:
- RBF653 has a balanced exposure to most industries, and does not over-index on energy-sector companies
- From an emissions per $100k invested perspective, RBF653 out-performs the market (SP500)
- ..as well as many of our North American ESG ETF benchmarks from leading Canadian financial institutions (TD, BMO, and WealthSimple)
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