Investor type
Our balanced portfolios are suitable for an investor with low-to-medium risk tolerance. If you are relatively cautious with your capital but are willing to seek a return commensurate with reasonable risk, this portfolio is for you.
Performance
We've modelled a 50% equity portfolio below. This portfolio has grown by a cumulative 13.7% (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. | 20% |
| iShares Jantzi Social Index ETF | XEN | Canadian stocks, excluding companies with a poor social-responsibility record based on broad ESG criteria. | 15% |
| Vident International Equity Fund | VIDI | Developed and emerging economies with sustainable growth, based on criteria such as human rights and low corruption. | 7.5% |
| PowerShares Cleantech Portfolio | PZD | Cleantech innovators in the developed world. | 7.5% |
| BMO Mid Federal Bond Index | ZFM | Mid term debt securities issued or guaranteed by the Government of Canada | 50% |
The MER of this portfolio is 0.33%
The dividend yield (trailing 12 months) of this portfolio is 2.03%