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.
We've modelled a 50% equity portfolio below. The portfolio has grown by 18.2% (net of fees) since Wealthsimple's launch on January 30, 2017, to September 30, 2019.
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||29.0%|
|PowerShares Cleantech Portfolio||PZD||Cleantech innovators in the developed world.||6.2%|
|iShares MSCI KLD 400 Social ETF||DSI||U.S. stocks that have positive environmental, social and governance characteristics.||7.0%|
|SPDR SSGA Gender Diversity Index ETF||SHE||U.S. stocks that demonstrate greater gender diversity within senior leadership than other firms in their sector.||
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.||20.3%|
|iShares GNMA Bond ETF||GNMA||US mortgage-backed pass-through securities guaranteed by the Government National Mortgage Association.||29.7%|
The indicated dividend yield of this portfolio is 2.38%
The MER of this portfolio is 0.22% and the management fee of this portfolio is 0.50%
Performance numbers are net of fees and reflect the reinvestment of dividends and other earnings.