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. This portfolio has grown by a cumulative 19.4% (net of fees) since the strategy's inception on September 21, 2016 to August 31, 2023.
| Initial Value: $10,000 | End of Period Value: $11,940 |
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Investment Growth - Time Period: Sept 21, 2016 - Aug 31, 2023 |
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| Period | Performance (Cumulative) |
| 1m | -0.9% |
| 2023 | 4.1% |
| Inception | 19.4% |
| Inception (annualized) | 2.6% |
| 3yr (annualized) | -1.2% |
| 5yr (annualized) | 1.6% |
Breakdown
Your portfolio will be invested in the following funds:
| Wealthsimple North America Socially Responsible Index ETF | WSRI | Canadian and American stocks that do not violate social and environmental values | 25% |
| Wealthsimple Developed Markets ex-North America Socially Responsible Index ETF | WSRD | European, Australian, and Asian stocks that do not violate social and environmental values | 25% |
| BMO Long Federal Bond Index ETF | ZFL | Long term debt securities issued or guaranteed by the Government of Canada | 23% |
| Wealthsimple North American Green Bond Index ETF (CAD-Hedged) | WSGB | A collection of green bonds that trade on the NEO Exchange. | 23.3% |
| SPDR Gold MiniShares Trust | GLDM | Shares tracking the value of physical gold bars held in London vaults | 3.8% |
The MER of this portfolio is 0.23% and the management fee of this portfolio is 0.50%
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