How has the Conservative portfolio performed?

Investor type

Our Conservative portfolios have around 30% equity allocation. These have been designed for for a conservative investor desiring a slightly larger equity component.  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

We've modelled a 35% equity portfolio below. This portfolio has grown by 12.8% (gross of fees) since Wealthsimple's launch on August 20, 2014 to June 1, 2017.

 

Period Performance (Cumulative)
1m 0.2%
3m 1.4%
6m 4.9%
1yr 7.0%
Inception 12.8%

 

Year Performance
2014 0.5%
2015 1.2%
2016 7.1%
2017 3.6%

  

Breakdown

Your portfolio will be invested in the following funds:

Purpose Core Dividend PDF 40 North American dividend-paying companies 7.5%
iShares Core MSCI EAFE IEFA Large, mid, and small cap stocks in developed Europe, Australasia and the Far East 5%
iShares Core MSCI Emerging Markets IEMG Large, mid, and small cap stocks in more than 20 emerging markets 0%
iShares Core S&P/TSX Capped Composite Index  XIC 250+ Canadian equities representing 95% of the Canadian equity market 7.5%
BMO Short Corporate Bond Index  ZCS Exposure to variety of short term Canadian corporate debt securities 42.5%
Purpose Duration Hedged Real Estate PHR Hedged exposure to 30 retail, residential, commercial, specialized and diversified real-estate companies 7.5%
Vanguard Total Stock Market VTI   3800 large, medium, small and micro-cap companies mirroring the US equity market 7.5%
BMO High Yield US Corporate Bond Hedged to CAD Index  ZHY Exposure to variety of high yield American corporate debt securities 7.5%
BMO Mid Federal Bond Index  ZFM Mid term debt securities issued or guaranteed by the Government of Canada  15%

The MER of this portfolio is 0.21%

The dividend yield (trailing 12 months) of this portfolio is 3.22%

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