How has the Growth portfolio performed?

Investor type

Our Growth portfolios range from 75-90% equity and are designed for an individual 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.

Performance

We've modelled an 80% equity portfolio below. This portfolio has grown by 24.0% (gross of fees) since Wealthsimple's launch on August 20, 2014 to June 1, 2017.

Period Performance (Cumulative)
1m 0.9%
3m 3.2%
6m 10.3%
1yr 14.7%
Inception 24.0%

 

Year Performance
2014 0.7%
2015 5.1%
2016 8.8%
2017 7.6%

 

Breakdown

Your portfolio will be invested in the following funds:

iShares Core MSCI EAFE IEFA Large, mid, and small cap stocks in developed Europe, Australasia and the Far East 15%
iShares Core MSCI Emerging Markets IEMG Large, mid, and small cap stocks in more than 20 emerging markets 10%
iShares Core S&P/TSX Capped Composite Index XIC 250+ Canadian equities representing 95% of the Canadian equity market 22.5%
BMO Short Corporate Bond Index ZCS Exposure to variety of short term Canadian corporate debt securities 12.5%
Vanguard Total Stock Market VTI 3800 large, medium, small and micro-cap companies mirroring the US equity market 20%
BMO Mid Federal Bond Index ZFM Mid term debt securities issued or guaranteed by the Government of Canada  7.5%

Vanguard US Total Market ETF (CAD-Hedged)

VUS Diversified companies mirroring the US equity market with hedged currency exposure 12.5%

 

The MER of this portfolio is 0.1%

The indicated dividend yield of this portfolio is 2.32%

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