How has the Balanced SRI 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.


We've modelled a 50% equity portfolio below. This portfolio has grown by a cumulative 13.5% (net of fees) since it was launched 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%
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%

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