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 30.7% (net of fees) since it was launch on January 30, 2017, to December 31, 2019.
| Period | Performance (Cumulative) |
| 1m | 1.8% |
| 3m | 6.1% |
| 6m | 6.4% |
| 1yr | 22.1% |
| Inception | 30.7% |
| Inception (annualized) | 9.3% |
| Year | Performance |
| 2017 | 16.0% |
| 2018 | -7.7% |
| 2019 | 22.1% |
Breakdown
Your portfolio will be invested in the following funds:
| iShares MSCI ACQI Low Carbon Target ETF | CRBN | Global stocks with a lower carbon exposure than the broader market | 46.4% |
| PowerShares Cleantech Portfolio | PZD | Cleantech innovators in the developed world. | 9.9% |
| iShares MSCI KLD 400 Social ETF | DSI | U.S. stocks that have positive environmental, social and governance characteristics. | 11.3% |
| SPDR SSGA Gender Diversity Index ETF | SHE | U.S. stocks that demonstrate greater gender diversity within senior leadership than other firms in their sector. |
12.4% |
|
PowerShares Build America Bond Portfolio
|
BAB | US dollar-denominated taxable municipal debt publicly issued by US states and territories, and their political subdivisions, in the US market. | 8.1% |
| iShares GNMA Bond ETF | GNMA | US mortgage-backed pass-through securities guaranteed by the Government National Mortgage Association. | 11.9% |
The MER of this portfolio is 0.23% and the management fee of this portfolio is 0.50%
The indicated dividend yield of this portfolio is 1.99%
Performance numbers are net of fees and reflect the reinvestment of dividends and other earnings.
Comments
0 comments
Please sign in to leave a comment.