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 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 | |
| Period | Performance (Cumulative) |
| 1m | -3.7% |
| 2023 | -0.7% |
| Inception | 6.1% |
| Inception (annualized) | 0.8% |
| 3yr (annualized) | -4.2% |
| 5yr (annualized) | 0.4% |
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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