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.
We've modelled a 35% equity portfolio below. This portfolio has grown by a cumulative 6.1% (net of fees) since the strategy's inception on September 21, 2016 to September 30, 2023.
|Initial Value: $10,000||End of Period Value: $10,610|
|Investment Growth - Time Period: Sept 21, 2016 - Sept 30, 2023|
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||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%