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 a cumulative 46.1% (net of fees) since the strategy's inception on September 21, 2016 to August 31, 2023.
| Initial Value: $10,000 | End of Period Value: $14,610 |
|
Investment Growth - Time Period: Sept 21, 2016 - Aug 31, 2023 |
|
| Period | Performance (Cumulative) |
| 1m |
-1.0%
|
| 2023 | 6.2% |
| Inception | 46.1% |
| Inception (annualized) | 5.6% |
| 3yr (annualized) | 3.1% |
| 5yr (annualized) | 3.9% |
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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