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.
We've modelled a 50% equity portfolio below. This portfolio has grown by a cumulative 19.3% (net of fees) since it was launched on March 24, 2016 to July 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.||20%|
|iShares Jantzi Social Index ETF||XEN||Canadian stocks, excluding companies with a poor social-responsibility record based on broad ESG criteria.||15%|
|Vident International Equity Fund||VIDI||Developed and emerging economies with sustainable growth, based on criteria such as human rights and low corruption.||7.5%|
|PowerShares Cleantech Portfolio||PZD||Cleantech innovators in the developed world.||7.5%|
|BMO Mid Federal Bond Index||ZFM||Mid term debt securities issued or guaranteed by the Government of Canada||50%|
The MER of this portfolio is 0.33% and the management fee of this portfolio is 0.50%
The dividend yield (trailing 12 months) of this portfolio is 2.03%