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 a cumulative 21.5% (gross of fees) since it was launch on March 24, 2016 to June 1, 2017.
Breakdown
Your portfolio will be invested in the following funds:
| iShares MSCI ACWI Low Carbon Target ETF | CRBN | Global stocks with a lower carbon exposure than the broader market. | 27.5% |
| iShares Jantzi Social Index ETF | XEN | Canadian stocks, excluding companies with a poor social-responsibility record based on broad ESG criteria. | 22.5% |
| Vident International Equity Fund | VIDI | Developed and emerging economies with sustainable growth, based on criteria such as human rights and low corruption. | 15% |
| PowerShares Cleantech Portfolio | PZD | Cleantech innovators in the developed world. | 15% |
| BMO Mid Federal Bond Index | ZFM | Mid term debt securities issued or guaranteed by the Government of Canada | 20% |
The MER of this portfolio is 0.43%
The dividend yield (trailing 12 months) of this portfolio is 1.89%