Wealthsimple portfolios

Wealthsimple has 3 managed portfolio themes. The theme determines the type of assets we’ll hold in your portfolio.

Select a portfolio below to learn more about the portfolio and how its performing: 

• Classic portfolio
• Socially responsible portfolio
• Halal portfolio

Review portfolio performance over time

1. After selecting a managed portfolio from the list above, scroll down to Performance over time.
2. Select a risk level (Growth, Balanced, or Conservative)
3. Select a performance data type (Historical or Projected)
4. Select a time period (1, 5, 10, 20, or 30 years)

Review the performance over time based on your selections. You can change your selections at any time.