Investor type
Our Conservative portfolios have around 30% equity allocation. These have been designed for a conservative investor desiring a slightly larger equity component. If you prefer stability and a modest return, this portfolio is for you. You should be willing to accept that there are short-term market fluctuations but also hold a long-term perspective.
Performance
We've modelled a 35% equity portfolio below. This portfolio has grown by a cumulative 16.87% (net of fees) since it was launched on March 24, 2016 to January 31, 2023.
| Initial Value: $10,000 | End of Period Value: $11,687 |
| Investment Growth - Time Period: Mar 24, 2016 - Jan 31, 2023 | |
| Period | Performance (Cumulative) |
| 1m | 4.26% |
| 3m | 7.81% |
| 6m | 2.32% |
| 1yr | -6.48% |
| Inception | 16.87% |
| Inception (annualized) | 2.30% |
| 3yr (annualized) | -0.61% |
| 5yr (annualized) | 1.70% |
| Period | Performance |
| 2016 | 3.21% |
| 2017 | 4.17% |
| 2018 | -0.38% |
| 2019 | 8.60% |
| 2020 | 10.91% |
| 2021 | 2.89% |
| 2022 |
-15.57%
|
| 2023 |
4.26% |
Your portfolio will be invested in the following funds:
Breakdown
| Wealthsimple North America Socially Responsible Index ETF | WSRI | Canadian and American stocks that do not violate social and environmental values | 17.5% |
| Wealthsimple Developed Markets ex-North America Socially Responsible Index ETF | WSRD | European, Australian, and Asian stocks that do not violate social and environmental values | 17.5% |
| BMO Long Federal Bond Index ETF | ZFL | Long term debt securities issued or guaranteed by the Government of Canada | 22% |
| Wealthsimple North American Green Bond Index ETF (CAD-Hedged) | WSGB | A collection of green bonds that trade on the NEO Exchange. | 40.5% |
| 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 0.25% and the management fee for this portfolio is 0.50%
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