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%