Investor type
Our three Conservative portfolios have a 20%, 30% and 40% equity allocation respectively. They are suitable for individuals with a lower risk tolerance. If you prefer stability and a modest return, these are the portfolios for you.
Performance
Below you can see how our 30% equity portfolio has performed over a number of 12 month periods. This portfolio has grown by 12.97% from when it was launched on 6th July 2017 to 30th September 2019.
This gives an annualised average performance of 5.41% to the end of the last quarter.
| Period | Our Performance | Peer Group Performance | Difference |
| 12 months to 30/09/19 | 9.44% | 3.40% | 6.04% |
| 12 months to 30/06/19 | 4.59% | 1.87% | 2.72% |
| 12 months to 31/03/19 | 4.17% | 1.71% | 2.46% |
| 12 months to 31/12/18 | -2.76% | -3.63% | 0.87% |
| 12 months to 30/09/18 | 3.07% | 1.29% | 1.78% |
To put these figures in context, it's useful to compare them against an appropriate benchmark. To do this, we've used the ARC Conservative Index which illustrates the average performance of our peer group across a number of risk levels. Over 50 investment services in the UK contribute to the ARC, including Barclays, UBS, Charles Stanley & Rathbones, making it a great tool for analysing how similar offerings have performed.
The average underlying fund fees for our conventional portfolios is 0.17% per annum.
All quoted performance figures are net of Wealthsimple’s standard 0.70% annual charge and the underlying fund fees.
Past performance is not an indicator of future outcomes.
Comments
0 comments
Please sign in to leave a comment.