Access Capital Community Investment Fund

Our risk-controlled investment process is grounded in the belief that the role of fixed income investing is to produce sustainable income while maintaining the stability of principal. Our active management focuses on individual security selection. Investment ideas originate from two sources:

• Fixed income portfolio managers and analysts who are members of specialized teams responsible for idea generation, and
• Originators, brokers, and other intermediaries we work directly with to identify loans that may be candidates for securitization.

We make independent determinations of the credit-worthiness of each bond we hold, and emphasize rigorous analyst underwriting through fundamental research and valuation.

Our research and experience reinforce our belief that strategic allocation across available spread sectors enhances returns while reducing risk. Credit and structural risk is monitored in all non-Treasury sectors of the fixed income market on a daily basis. Our investment professionals also conduct ongoing surveillance of credit risk and discuss performance, rating actions, other material events, and their potential impacts on portfolio holdings.

Mutual fund investing involves risk.  Principal loss is possible. Bond investments are subject to interest-rate risk such that when interest rates rise, the prices of the bonds, and thus the value of the bond fund, can decline and the investor can lose principal value. In general, the risk of price fluctuation increases with the length of the bond’s maturity. Investment in the Fund involves risks including, but not limited to: the effects of leveraging the Fund’s portfolio; concentration in the affordable housing market and related mortgage backed securities; competition for investments; interest rate risk; and use of derivatives. 

RBC Global Asset Management (U.S.) Inc. serves as investment adviser for RBC Funds. The RBC Funds are distributed by Quasar Distributors, LLC, an affiliate of U.S. Bancorp Fund Services, LLC.

NOT FDIC INSURED. NO BANK GUARANTEE. MAY LOSE VALUE.