The investment return and principal value of an investment will fluctuate so that, when redeemed, shares/units may be worth more or less than their original cost. their original cost. affiliated registered investment advisers. BMO SmartFolio publishes the historical performance of their model portfolios. You can view your own portfolio performance by logging into your account. BMO SmartFolio Performance and Growth. Apex is unaffiliated with Advised Assets AAG is a subsidiary of Great-West How has the Balanced SRI portfolio performed? AAG is a subsidiary of Great-West Unlike mutual funds, individual only and is not intended to provide legal or tax advice. Life & Annuity Insurance Company. As noted earlier, the Wealthsimple Halal Investing Portfolio is an all-equity portfolio consisting of 50 different stocks. We've modelled a 50% equity portfolio below. See the ETF Model Portfolio page for geographic weightings. Market cap weighted index composed of US stocks and screened for certain environmental, social, and corporate governance (ESG) criteria. The CI Direct Investing results assume CI Direct Investing's management fee plus the 0.25% MER of our Balanced ETF portfolio. Breakdown and performance: To view a full breakdown of the funds your portfolio will be invested in and performance information, click here. Here’s what a Balanced portfolio might look like: Investment In January 2021, I will receive a commutation lump sum of about £50,000. Future results are not guaranteed by Future results are not guaranteed by The value of your portfolio with Wealthsimple can go down as well as up and you may get back less than you invest. Save accounts are offered by Wealthsimple, US, LTD. AAG hired Wealthsimple How has the Balanced portfolio performed? Wealthsimple is my first robo advisor experience, and although the ux is nice and intuitive, the important matter of ROI is lacking. AAG, Wealthsimple or any other party. It does not expose your capital to significant risk, and it does not keep it too conservative. either an open-end investment company (generally known as “funds”) or a unit higher or lower than the net asset value (NAV) and performance may not plus any management fees charged by the issuer of the ETF. We've modeled a 50% IRA equity portfolio below. All rights reserved. costs more than if an account owner purchased the ETF directly. Performance. How has the Balanced SRI portfolio performed? the ETF disclosure documents. However, this fee drops to 0.4% when you deposit more than $100,000. collection of securities bought and sold at market price, which may be Please share your returns so we can compare. Empower reserves the right to change and/or modify pricing. Apex is unaffiliated with Advised Assets Carefully consider the investment option’s objectives, risks, fees and of the ETF disclosure documents. securities through the Empower Easy platform they will pay two levels of For more information you may contact 888-978-4979 for copies of Schwab Intermediate-Term U.S. Treasury ETF. How has the Conservative SRI portfolio performed? The average underlying fund fees for our conventional portfolios is 0.17% per annum. Empower reserves the right to change and/or modify pricing. Given this fund's 1% MER; it's competitively priced with robos. This material has been prepared for informational and educational purposes Advisory services for Empower Easy Wealthsimple also offers a Halal portfolio, which consists of a 100% equity allocation in 50 stocks. Performance data quoted represents past performance and is not a guarantee or prediction of future results. Wealthsimple AUM, Returns, & Portfolio Performance. The Wealthsimple Halal portfolio. What this means is that the portfolio has a Growth risk profile (i.e. expenses. Long Term Treasury ETF with exposure to US Treasuries with a remaining time to maturity of 10 or more years. Current performance may be lower or higher than performance data shown. please see their website at www.apexclearing.com. How has the Conservative portfolio performed? The basic portfolios that Wealthsimple offers are balanced, conservative and growth. The Investment Service Fee does not include the cost of the Exchange Traded AAG and Wealthsimple are indirectly This is compared to over 25% for the stock-heavy portfolio from competitor Wealthify. only and is not intended to provide legal or tax advice. You may contact 888-978-4979 for copies For example, below is a snapshot of the returns provided by a Balanced Portfolio since its inception in 2016. Life & Annuity Insurance Company. We've modelled a 50% equity portfolio below. 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