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 41.30% (net of fees) since it was launched on March 24, 2016 to July 31, 2021.
| Initial Value: $10,000 | End of Period Value: $14,130 |
|
Investment Growth - Time Period: Mar 24, 2014 - June 31, 2021 |
|
| Period | Performance (Cumulative) |
| 1m | 2.54% |
| 3m | 6.01% |
| 6m | 5.58% |
| 1yr | 8.52% |
| Inception | 41.30% |
| Inception (annualized) | 6.67% |
| 3yr (annualized) | 7.13% |
| 5yr (annualized) | 6.33% |
| Period | Performance |
| 2016 | 5.11% |
| 2017 | 7.52% |
| 2018 | -2.29% |
| 2019 | 11.32% |
| 2020 | 10.82% |
| 2021 | 3.72% |
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% |
| BMO Mid Provincial Bond Index ETF | ZMP | Debt securities issued by Canadian provinces | 23.25% |
| SPDR Gold MiniShares Trust | GLDM | Shares tracking the value of physical gold bars held in London vaults | 3.75% |
The MER of this portfolio is 0.23% and the management fee of this portfolio is 0.50%
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