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 31.13% (net of fees) since it was launched on March 24, 2016 to July 31, 2021.
| Initial Value: $10,000 | End of Period Value: $13,113 |
| Investment Growth - Time Period: Mar 24, 2016 - July 31, 2021 | |
| Period | Performance (Cumulative) |
| 1m | 2.25% |
| 3m | 5.22% |
| 6m | 3.35% |
| 1yr | 4.68% |
| Inception | 31.13% |
| Inception (annualized) | 5.19% |
| 3yr (annualized) | 6.36% |
| 5yr (annualized) | 4.81% |
| Period | Performance |
| 2016 | 3.21% |
| 2017 | 4.17% |
| 2018 | -0.38% |
| 2019 | 8.60% |
| 2020 | 10.91% |
| 2021 | 1.64% |
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% |
| BMO Mid Provincial Bond Index ETF | ZMP | Debt securities issued by Canadian provinces | 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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