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. The portfolio has grown by 22.4% (net of fees) since Wealthsimple's launch on January 30, 2017, to December 31, 2019.
| Period | Performance (Cumulative) |
| 1m | 1.0% |
| 3m | 3.6% |
| 6m | 4.3% |
| 1yr | 16.1% |
| Inception | 22.4% |
| Inception (annualized) | 6.9% |
| Year | Performance |
| 2017 | 11.0% |
| 2018 | -5.1% |
| 2019 | 16.1% |
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 | 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. |
7.8% |
|
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.
Comments
0 comments
Please sign in to leave a comment.