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%.
Comments
0 comments
Please sign in to leave a comment.