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 52.12% (net of fees) since it was launched on March 24, 2016 to January 31, 2023.
| Initial Value: $10,000 | End of Period Value: $15,212 |
|
Investment Growth - Time Period: Mar 24, 2014 - Jan 31, 2023 |
|
| Period | Performance (Cumulative) |
| 1m |
5.30%
|
| 3m | 10.72% |
| 6m | 7.54% |
| 1yr | -2.32% |
| Inception | 52.12% |
| Inception (annualized) | 6.31% |
| 3yr (annualized) | 2.99% |
| 5yr (annualized) | 3.82% |
| Period | Performance |
| 2016 | 9.31% |
| 2017 | 13.22% |
| 2018 | -4.93% |
| 2019 | 16.66% |
| 2020 | 10.26% |
| 2021 | 11.86% |
| 2022 |
-14.66%
|
| 2023 |
5.30%
|
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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