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.
Tip: Not sure which portfolio is right for you? Our team of fiduciary advisors can help. Book time with us here.
Performance
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 | |
| Period | Performance (Cumulative) |
| 1m | -4.16% |
| 3m | -7.55% |
| 6m | -7.88% |
| 1yr | -6.12% |
| Inception | 17.32% |
| Inception (annualized) | 2.10% |
| 3yr (annualized) | - 0.07% |
| 5yr (annualized) | 1.18% |
| Period | Performance |
| 2014 | 0.17% |
| 2015 | 0.71% |
| 2016 | 6.33% |
| 2017 | 3.41% |
| 2018 | -1.51% |
| 2019 | 10.16% |
| 2020 | 8.75% |
| 2021 | 1.03% |
| 2022 |
-11.28%
|
The MER of this portfolio is 0.16% and the management fee of this portfolio is 0.50%.
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