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 60.9% (net of fees) since the strategy's inception on January 1, 2016, to November 30, 2023.
| Initial value: $10,000 | End of Period Value: $16,100 |
| Investment Growth - Time Period: Jan 1, 2016 - Nov 30, 2023. | |
| Period | Performance (Cumulative) |
| 1m | 5.9% |
| 2023 | 10.1% |
| Inception | 60.9% |
| Inception (annualized) | 6.2% |
| 3yr (annualized) | 2.8% |
| 5yr (annualized) | 5.5% |
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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