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 22.85% (net of fees) since it was launched on March 24, 2016 to April 30, 2022.
| Initial Value: $10,000 | End of Period Value: $12,285 |
|
Investment Growth - Time Period: Mar 24, 2014 - Apr 30, 2022 |
|
| Period | Performance (Cumulative) |
| 1m | -4.83% |
| 3m | -8.66% |
| 6m | -11.51% |
| 1yr | -8.31% |
| Inception | 22.85% |
| Inception (annualized) | 3.43% |
| 3yr (annualized) | 0.70% |
| 5yr (annualized) | 1.90% |
| Period | Performance |
| 2016 | 5.11% |
| 2017 | 7.52% |
| 2018 | -2.29% |
| 2019 | 11.32% |
| 2020 | 10.82% |
| 2021 | 5.74% |
| 2022 |
-14.71%
|
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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