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 20.9% (net of fees) since the strategy's inception on January 1, 2016, to September 30, 2023.
| Initial Value: $10,000 |
End of Period Value: $12,090 |
| Investment Growth - Time Period: Jan 1, 2016 - Sept 30, 2023 | |
| Period | Performance (Cumulative, net of fees) |
| 1m | -3.8% |
| 2023 | 1.4% |
| Inception | 20.9% |
| Inception (annualized) | 2.5% |
| 3yr (annualized) | -1.8% |
| 5yr (annualized) | 1.4% |
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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