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  1. Help Centre
  2. Investing
  3. Managed investing
  4. Wealthsimple's managed portfolios

Wealthsimple's managed portfolios

  • Key dates for Wealthsimple‘s alternative investment funds
  • Understanding the managed portfolio risk assessment
  • Update your portfolio risk level or theme
  • Wealthsimple's portfolio asset classes and securities
  • About Wealthsimple Venture Fund I
  • About Wealthsimple Private Credit
  • Understanding Private Credit distributions
  • About Wealthsimple Private Equity Fund
  • Dividend reinvesting in managed accounts
  • Security selection for managed portfolios
  • Learn how the managed High-Interest Savings Portfolio works
  • Understanding the risk associated with private credit investing
  • Why don't you tell me before making changes to my portfolio?
  • Stocks held in the Wealthsimple Shariah World Equity Index ETF (WSHR)
  • Stocks held in the Wealthsimple North America Socially Responsible ETF (WSRI)
  • Stocks held in the Wealthsimple Developed Markets ex-NA Socially Responsible ETF (WSRD)
  • Check your PFIC ETF holdings for U.S. tax compliance

Reach out for support

Our team is here to help - just get in touch.

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