The information on our Socially Responsible Portfolio, Balanced risk level has been moved. View our Socially Responsible Portfolio performance to find up-to-date information, including:
- historical performance
- projected performance
- asset allocation
- MER
To view Wealthsimple's Balanced SRI portfolio performance over time:
- Scroll down to the Performance over time section.
- Select the Balanced tab.
- Select a performance data type (Historical or Projected).
- Select a time period (1, 5, 10, 20, or 30 years).
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