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.
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|
Investment Growth - Time Period: Sept 21, 2016 - Aug 31, 2023
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%