How has the Balanced portfolio performed?

Investor type

Our balanced portfolios are suitable for an investor with low-to-medium risk tolerance. If you are relatively cautious with your capital but are willing to seek a return commensurate with reasonable risk, this portfolio is for you.

Performance

We've modelled a 50% equity portfolio below. The portfolio has grown by 15.8% (net of fees) since Wealthsimple's launch on August 20, 2014 to October 31, 2017.

Period Performance (Cumulative)
1m 2.1%
3m 3.1%
6m 0.9%
1yr 6.3%
Inception 15.8%

 

Year Performance
2014 1.0%
2015 2.1%
2016 7.8%
2017 5.3%

 

Breakdown

Your portfolio will be invested in the following funds:

Purpose Core Dividend PDF 40 North American dividend-paying companies 10%
iShares Core MSCI EAFE IEFA Large, mid, and small cap stocks in developed Europe, Australasia and the Far East 7.5%
iShares Core MSCI Emerging Markets IEMG Large, mid, and small cap stocks in more than 20 emerging markets 5%
iShares Core S&P/TSX Capped Composite Index  XIC 250+ Canadian equities representing 95% of the Canadian equity market 7.5%
BMO Short Corporate Bond Index  ZCS Exposure to variety of short term Canadian corporate debt securities 30%
Purpose Duration Hedged Real Estate PHR Hedged exposure to 30 retail, residential, commercial, specialized and diversified real-estate companies 10%
Vanguard Total Stock Market VTI   3800 large, medium, small and micro-cap companies mirroring the US equity market 10%
BMO High Yield US Corporate Bond Hedged to CAD Index  ZHY Exposure to variety of high yield American corporate debt securities 5%
BMO Mid Federal Bond Index  ZFM Mid term debt securities issued or guaranteed by the Government of Canada  15%

The MER of this portfolio is 0.21% and the management fee of this portfolio is 0.50%

The indicated dividend yield of this portfolio is 3.08%

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