Our Growth portfolios range from 75-90% equity and are designed for an individual with medium-to-high risk tolerance. If you can bear market fluctuations with relative ease and understand that there can be short-term periods of poor performance, this portfolio is for you.
We've modelled an 80% equity portfolio below. This portfolio has grown by a cumulative 35.2% (net of fees) since it was launch on March 24, 2016 to December 31, 2019.
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.||27.5%|
|iShares Jantzi Social Index ETF||XEN||Canadian stocks, excluding companies with a poor social-responsibility record based on broad ESG criteria.||22.5%|
|Vident International Equity Fund||VIDI||Developed and emerging economies with sustainable growth, based on criteria such as human rights and low corruption.||15%|
|PowerShares Cleantech Portfolio||PZD||Cleantech innovators in the developed world.||15%|
|BMO Mid Federal Bond Index||ZFM||Mid term debt securities issued or guaranteed by the Government of Canada||20%|
The MER of this portfolio is 0.43% and the management fee of this portfolio is 0.50%
The dividend yield (trailing 12 months) of this portfolio is 1.89%