Your group has been assigned the Royal Bank of Canada(RBC)

The stock market is commonly categorized into style factors (listed below) corresponding to different investment strategies. You must review the mutual fund offerings of the bank/mutual fund company you have been assigned and find the funds that fit into these style factors.

Give a brief explanation of the objective each fund you identify and why you are assigning it to this style factor, as some may not be obvious. Please note that it is possible that your company may not provide an offering in this area. If this is the case, please state clearly that there is no offering corresponding to this style factor (if you are wrong and there is an offering in this area you will be penalized marks, so be sure).

Equities

High Beta

Low Beta

Mega Capitalization

Large Capitalization

Mid Capitalization

Small Capitalization

Cyclicals

Secular Growers

Dividend Yield

Defensives

Momentum

Value

Growth

Quality

Geographic

. Continued

Bonds

Short Duration

Medium Duration

Long Duration

You are expected to produce a report that you would be happy to provide a superior at work or to a client. A polished report with appropriate graphics etc. is expected and will usually result in better marks. Think of this report as sales/marketing material your company would release to clients.