How has the Conservative SRI portfolio performed?

Investor type

Our Conservative portfolios have around 30% equity allocation. These have been designed for for a conservative investor desiring a slightly larger equity component.  If you prefer stability and a modest return, this portfolio is for you.  You should be willing to accept that there are short-term market fluctuations but also hold a long-term perspective.


We've modelled a 35% equity portfolio below. This portfolio has grown by a cumulative 7.6% (net of fees) since it was launch on March 24, 2016 to October 31, 2017.


Your portfolio will be invested in the following funds:

iShares MSCI ACWI Low Carbon Target ETF CRBN Global stocks with a lower carbon exposure than the broader market. 20%
iShares Jantzi Social Index ETF XEN Canadian stocks, excluding companies with a poor social-responsibility record based on broad ESG criteria. 15%
BMO Mid Federal Bond Index  ZFM Mid term debt securities issued or guaranteed by the Government of Canada 65%

The MER of this portfolio is 0.27% and the management fee for this portfolio is 0.50%

The dividend yield (trailing 12 months) of this portfolio is 2.14%

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