Investor type
Our Conservative portfolios have around 35% equity allocation. These have been designed for a conservative investor desiring a slightly larger equity component. If you prefer stability and a modest return, this portfolio is for you. You should be willing to accept that there are short-term market fluctuations but also hold a long-term perspective.
Performance
We've modelled a 35% equity portfolio below. This portfolio has grown by 12.3% (net of fees) since this strategy's inception on January 1, 2016, to September 30, 2023.
| Initial Value: $10,000 | End of Period Value: $11,230 |
| Investment Growth - Time Period: Jan 1, 2016 - Sept 30 2023 | |
| Period | Performance (Cumulative, net of fees) |
| 1m | -3.3% |
| 2023 | 0.4% |
| Inception | 12.3% |
| Inception (annualized) | 1.5% |
| 3yr (annualized) | -3.5% |
| 5yr (annualized) | 0.4% |
Your portfolio will be invested in the asset classes below, and 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 |
6.09% |
|
Gold |
2.50% |
|
International equities |
5.80% |
|
U.S. equities |
8.88% |
|
Canadian equities |
4.23% |
|
Canadian short-term bonds |
8.00% |
|
Government bonds |
17.00% |
|
Canadian aggregate bonds |
37.50% |
The MER of this portfolio is 0.16% and the management fee of this portfolio is 0.50%.
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