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 51.6% (net of fees) since it was launched on March 24, 2016 to March 31, 2021.
| Initial Value: $10,000 | End of Period Value: $15,158 |
|
Investment Growth - Time Period: Mar 24, 2014 - Mar 31, 2021 |
|
| Period | Performance (Cumulative) |
| 1m | 2.28% |
| 3m | 0.16% |
| 6m | 4.48% |
| 1yr | 29.77% |
| Inception | 51.58% |
| Inception (annualized) | 8.64% |
| 3yr (annualized) | 6.64% |
| 5yr (annualized) | 8.60% |
| Period | Performance |
| 2016 | 9.31% |
| 2017 | 13.22% |
| 2018 | -4.93% |
| 2019 | 16.66% |
| 2020 | 10.26% |
| 2021 | 0.16% |
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 | 15.0% |
| BMO BMO Mid Provincial Bond Index ETF | ZMP | Debt securities issued by Canadian provinces | 2.0% |
| 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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