Investor type
Our Growth portfolios range from 75-90% equity and are designed for an individual with medium-to-high risk tolerance. If you can bear market fluctuations with relative ease and understand that there can be short-term periods of poor performance, this portfolio is for you.
Performance
We've modelled an 80% equity portfolio below. This portfolio has grown by 58.89% (net of fees) since Wealthsimple's launch on August 20, 2014, to January 31, 2023.
| Initial value: $10,000 | End of Period Value: $15,889 |
| Investment Growth - Time Period: Aug 20, 2014 - Jan 31, 2023. | |
| Period | Performance (Cumulative) |
| 1m | 4.64% |
| 3m | 7.72% |
| 6m | 5.06% |
| 1yr | -3.24% |
| Inception | 58.89% |
| Inception (annualized) | 5.64% |
| 3yr (annualized) | 3.24% |
| 5yr (annualized) | 4.21% |
| Period | Performance |
| 2014 | 0.36% |
| 2015 | 4.70% |
| 2016 | 8.07% |
| 2017 | 11.76% |
| 2018 | -4.35% |
| 2019 | 16.82% |
| 2020 | 9.75% |
| 2021 | 11.15% |
| 2022 | -12.00% |
| 2023 | 4.64% |
Your portfolio will be invested in the asset allocation below, although your specific securities may change based on your time horizon, tax bracket, account type, and existing holdings. For a complete list of the securities you may hold under each asset class, visit this article. You can read more about our security selection process here.
|
Asset class |
Allocation |
|
Global equities |
10.00% |
|
Emerging market equities |
14.00% |
|
Gold |
2.50% |
|
International equities |
20.00% |
|
U.S. equities |
26.00% |
|
Canadian equities |
10.00% |
|
Canadian short-term bonds |
1.00% |
|
Government bonds |
16.50% |
The MER of this portfolio is 0.13% and the management fee of this portfolio 0.50%.
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