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
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Breakdown
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 | 40.0% |
Wealthsimple Developed Markets ex-North America Socially Responsible Index ETF | WSRD | European, Australian, and Asian stocks that do not violate social and environmental values | 40.0% |
BMO Long Federal Bond Index ETF | ZFL | Long term debt securities issued or guaranteed by the Government of Canada | 12.5% |
Wealthsimple North American Green Bond Index ETF (CAD-Hedged) | WSGB | A collection of green bonds that trade on the NEO Exchange. | 5.0% |
SPDR Gold MiniShares Trust | GLDM | Shares tracking the value of physical gold bars held in London vaults | 2.5% |
The MER of this portfolio is 0.22% and the management fee of this portfolio is 0.50%
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