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.
Tip: Not sure which portfolio is right for you? Our team of fiduciary advisors can help. Book time with us here.
Performance
We've modelled an 80% equity portfolio below. This portfolio has grown by 54.70% (net of fees) since Wealthsimple's launch on August 20, 2014, to April 30, 2022.
| Initial value: $10,000 | End of Period Value: $15,470 |
| Investment Growth - Time Period: Aug 20, 2014 - Apr 30, 2022. | |
| Period | Performance (Cumulative) |
| 1m | -4.82% |
| 3m | -6.03% |
| 6m | -7.38% |
| 1yr | -2.64% |
| Inception | 54.70% |
| Inception (annualized) | 5.84% |
| 3yr (annualized) | 4.12% |
| 5yr (annualized) | 5.06% |
| 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 | -10.58% |
The MER of this portfolio is 0.13% and the management fee of this portfolio 0.50%.
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