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.
Performance
We've modelled a 50% equity portfolio below. The portfolio has grown by 29.55% (net of fees) since Wealthsimple's launch on August 20, 2014, to January 31, 2023.
| Initial Value: $10,000 |
End of Period Value: $12,955 |
| Investment Growth - Time Period: Aug 20, 2014 - Jan 31, 2023 | |
| Period | Performance (Cumulative) |
| 1m | 4.18% |
| 3m | 7.10% |
| 6m | 2.99% |
| 1yr | -5.24% |
| Inception | 29.55% |
| Inception (annualized) | 3.11% |
| 3yr (annualized) | 0.15% |
| 5yr (annualized) | 2.35% |
| Period | Performance |
| 2014 | 0.66% |
| 2015 | 1.65% |
| 2016 | 6.93% |
| 2017 | 5.43% |
| 2018 | -2.32% |
| 2019 | 11.85% |
| 2020 | 9.16% |
| 2021 | 3.94% |
| 2022 |
-12.81%
|
| 2023 |
4.18%
|
Your portfolio will be invested in the asset allocation below, although your specific securities may change based on your time horizon, tax bracket, account type, and existing holdings. For a complete list of the securities you may hold under each asset class, visit this article. You can read more about our security selection process here.
|
Asset class |
Allocation |
|
Global equities |
10.00% |
|
Emerging market equities |
8.70% |
|
Gold |
3.75% |
|
International equities |
10.50% |
|
U.S. equities |
14.62% |
|
Canadian equities |
6.18% |
|
Canadian short-term bonds |
9.00% |
|
Government bonds |
26.00% |
|
Canadian aggregate bonds |
11.25% |
The MER of the portfolio is 0.16% and the management fee of this portfolio is 0.50%.
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