Our Growth portfolios range from 80-100% equity and are designed for people with medium-to-high risk tolerance. If you can bear market fluctuations with relative ease and understand that there can be short-term periods of poor performance, this portfolio is for you.
Below you can see how our ~90% equity portfolio has performed. This portfolio has grown by 10.2% (net of fees) from Wealthsimple's launch on July 6th, 2017 to August 31st, 2018.
Past performance is not indicative of future performance.
Your portfolio will be invested in the following funds:
|iShares UK Gilts All Stocks Tracker Fund||BUKGDRA||UK Government Bonds||2.88%|
|iShares Corporate Bond Tracker Fund||BCOBDRA||Company Bonds||5.61%|
|Legal & General Emerging Markets Government Bond USD Index Fund||VANEMPA||Emerging Market Bonds||1.01%|
|PIMCO Global High Yield Bonds||PGHYEPJ||Global High Yield Company Bonds||1.01%|
iShares UK Equity Tracker Fund
|Amundi Index MSCI North America Equity||ANARHGC||US Equities Hedged||13.87%|
|Vanguard U.S. Equity Index Fund||VUSEIDA||US Equities||13.87%|
|iShares Continental European Equity Index Fund UK||BLCEEDA||Europe ex. UK Equities||8.59%|
|iShares Japan Equity Tracker Fund||BJPEDRA||Japanese Equities||4.09%|
|iShares Pacific ex. Japan Equity Tracker Fund||BPXJDRA||Asia ex. Japan Equities||2.00%|
|Vanguard Emerging Markets Stock Index Fund||LGEGUIA||Emerging Markets Equities||7.27%|
The Fund fees for this portfolio are 0.18%