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.
We've modelled a 35% equity portfolio below. This portfolio has grown by 17.32% (net of fees) since Wealthsimple's launch on August 20, 2014, to April 30, 2022.
|Initial Value: $10,000||End of Period Value: $11,732|
|Investment Growth - Time Period: Aug 20, 2014 - Apr 30 2022|
|3yr (annualized)||- 0.07%|
The MER of this portfolio is 0.16% and the management fee of this portfolio is 0.50%.