Investor type
Our Conservative portfolios have between a ~15 - 35% equity allocation. 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
Below you can see how our ~27% equity portfolio has performed. This portfolio has grown by 3.98% (net of fees) from Wealthsimple's launch on July 6th, 2017 to August 31st, 2018.
| Period | Performance (Cumulative) |
| 1 yr | 3.44% |
| Inception | 3.98% |
Past performance is not indicative of future performance.
Breakdown
Your portfolio will be invested in the following funds:
| iShares UK Gilts All Stocks Tracker Fund | BUKGDRA | UK Government Bonds | 48.09% |
| iShares Corporate Bond Tracker Fund | BCOBDRA | Company Bonds | 23.94% |
| Legal & General Emerging Markets Government Bond USD Index Fund | VANEMPA | Emerging Market Bonds | 0% |
| PIMCO Global High Yield Bonds | PGHYEPJ | Global High Yield Company Bonds | 0% |
|
iShares UK Equity Tracker Fund
|
BUKEDRA | UK Equities | 12.07% |
| Amundi Index MSCI North America Equity | ANARHGC | US Equities Hedged | 4.22% |
| Vanguard U.S. Equity Index Fund | VUSEIDA | US Equities | 4.22% |
| iShares Continental European Equity Index Fund UK | BLCEEDA | Europe ex. UK Equities | 2.57% |
| iShares Japan Equity Tracker Fund | BJPEDRA | Japanese Equities | 1.23% |
| iShares Pacific ex. Japan Equity Tracker Fund | BPXJDRA | Asia ex. Japan Equities | 0.51% |
| Vanguard Emerging Markets Stock Index Fund | LGEGUIA | Emerging Markets Equities | 2.16% |
| GBP Cash | Cash | 0.99% |
The Fund fees for this portfolio are 0.18%
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