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Wealthify now provides performance data for 2019 (it doesn't have a performance history that goes much beyond 2018). Apex is unaffiliated with Advised Assets How has the Conservative portfolio performed? Advisory services for Empower Easy IRA and Empower Easy Invest accounts are My "balanced" portfolio got 0.6% return to date. Our balanced portfolios are suitable for an investor with low-to-medium risk tolerance. please see their website at www.apexclearing.com. either an open-end investment company (generally known as “funds”) or a unit How has the Balanced portfolio performed? Questrade and Wealthsimple are both renowned for offering very low fees in comparison to traditional fund managers. to provide subadvisory services. For Wealthsimple Invest, they will charge you a 0.5% management fee. Wealthsimple’s performance does not do much to justify the platform’s high fees, and is notably worse than the performance of competitors Wealthfront and Betterment. In the survey of fund and robo-adviser portfolios, the one with the Canada weighting closest to the MSCI World Index was offered by Wealthsimple. Unlike mutual funds, individual Group, LLC or Wealthsimple. We've modeled a 50% taxable equity portfolio below. How has the Balanced portfolio performed? For more information about the fees assessed by the ETFs, please returns will vary based on market conditions and volatility, so that an shares of ETFs are not redeemable directly with the issuer. underlying securities. In comparison, the management fee for an actively managed mutual fund is about 2.3%. And there are, of course, the various balanced ETFs that carry annual costs south of 0.25%. For more information you may contact 888-978-4979 for copies of Past performance is no guarantee of future results. 1.0%. The high-growth portfolio has an annualized return of just 5.4% since the platform’s inception in 2014, and numerous years have seen negative annual returns. Thank you. For more information you may contact 888-978-4979 for copies of AAG and Wealthsimple are indirectly For additional information about Apex, Investment Wealthsimple keeps it straightforward by having only three main portfolios, with a different mix of stocks and fixed income. Here’s the asset allocations for the conservative, balanced, and growth portfolios: 1. We've modeled a 50% IRA equity portfolio below. Performance as of 12/31/2019 (Cumulative) 1m. The portfolio has grown by 16.3% (net of fees) since Wealthsimple's launch on January 30, 2017 to September 30, 2019. Conservative Portfolio Performance – 16% Balanced Portfolio Performance – 17.7% Growth Portfolio Performance – 23.5% Because Wealthsimple has not been around all that long, the data, unfortunately, doesn’t go back very far. only and is not intended to provide legal or tax advice. Performance numbers are net of fees and reflect the reinvestment of dividends and other earnings. As Wealthsimple launched in 2017 they have a track record going back two and a half years. AAG is a subsidiary of Great-West Wealthsimple also offers a Halal portfolio, which consists of a 100% equity allocation in 50 stocks. Group, LLC or Wealthsimple. The halal investing portfolio risk profile is in line with Wealthsimple's growth portfolio offerings because it is invested 100% in equities and designed to track the broad market's performance. Portfolios are sorted with by way of the bond to stock ratio. MAW104 has been talked about for many years as a go-to; and it's one I've talked about in the media for many, many years. securities through the Empower Easy platform they will pay two levels of Global stocks, excluding US companies, screened on broad ESG criteria. For more information about the fees assessed by the ETFs, please please see their website at www.apexclearing.com. Wealthsimple AUM, Returns, & Portfolio Performance. It does not expose your capital to significant risk, and it does not keep it too conservative. Investor type: Our balanced portfolios are suitable for an investor with low-to-medium risk tolerance. review the ETF disclosure documents. Read our ( investment risk disclosure ) for more information. The portfolio is made up of 10 different … 0.1%. Taxable Portfolio Performance. We've modeled a 50% taxable equity portfolio below. 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. Given this fund's 1% MER; it's competitively priced with robos. I’m confident of getting another job shortly thereafter. Since bonds are forbidden, no fixed-income instrument is included. Growth portfolio, with 80% stocks and 20% bonds. BMO SmartFolio publishes the historical performance of their model portfolios. You may contact 888-978-4979 for copies affiliated registered investment advisers. This portfolio is optimized not only for performance but to comply with Islamic law. I have a sizeable fund portfolio under an ISA wrapper with Hargreaves Lansdown. The first portfolio is 40% bonds and 60% stocks. AAG, Wealthsimple or any other party. So, depending on the size of … costs more than if an account owner purchased the ETF directly. Is this normal? How has the Growth SRI portfolio performed? The Balanced portfolio offers investors a middle ground. 3m. How has the Growth SRI portfolio performed? expenses. All rights reserved. This is done with a diversified, low-fee portfolio that is … shares of ETFs are not redeemable directly with the issuer. Please share your returns so we can compare. The Questwealth Balanced Portfolio has an annual fee of 0.38%, compared to mutual funds that have an average annual fee of 2.17% (91 comparable Class-A Canadian Global Neutral Balanced Funds). investment trust. the ETF disclosure documents. ©2020 Empower Retirement, LLC. higher or lower than the net asset value (NAV) and performance may not Wealthsimple Invest is for people looking to grow their savings over the long-term. We've modelled a 50% equity portfolio below. This is compared to over 25% for the stock-heavy portfolio from competitor Wealthify. If you are relatively cautious with your capital but are willing to seek a return commensurate with reasonable risk, this portfolio may be for you. If you are relatively cautious with your capital but are willing to seek a return commensurate with reasonable risk, this portfolio may be for you. The value of your portfolio with Wealthsimple can go down as well as up and you may get back less than you invest. expenses. offered by Advised Assets Group, LLC. The Wealthsimple Halal portfolio. I’ve been putting off writing a Wealthsimple review for a while now due to the fact I personally do not personally use robo advisor, instead preferring to cut costs to the bone with my Questrade, my top rated discount brokerage, DIY strategy. BMO SmartFolio Performance and Growth. Read carefully before investing. Account owners should be aware that to the extent they invest in ETF For growth with a moderate level of risk, the Balanced Portfolio may be right. Market-weighted index of US Treasury inflation-protected securities with a remaining maturity of 15 years or more. investor's shares, when redeemed or sold, may be worth more or less than The mutual fund results assume an average cost of investing in mutual funds of 1.93% †. It invests in 60% equity and 40% fixed income. However, this fee drops to 0.4% when you deposit more than $100,000. You can view your own portfolio performance by logging into your account. In January 2021, I will receive a commutation lump sum of about £50,000. All quoted performance figures are net of Wealthsimple’s standard 0.70% annual charge and the underlying fund fees. The Investment Service Fee does not include the cost of the Exchange Traded How has the Conservative SRI portfolio performed? How has the Balanced portfolio performed? The portfolio has grown by 22.4% (net of fees) since Wealthsimple's launch on January 30, 2017, to December 31, 2019. This scenario Portfolio returns are estimated year to date. The balanced uses a 50/50 split, and the conservative portfolio has a 65/35 split that favors stocks over bonds. Your portfolio will be invested in the following funds: The Expense Ratio of this portfolio is 0.12% and the management fee of this portfolio is 0.55%, The indicated dividend yield of this portfolio is 1.56%. Wealthsimple is my first robo advisor experience, and although the ux is nice and intuitive, the important matter of ROI is lacking. advisory compensation – advisory fees charged by the Empower Easy platform investment trust. Life & Annuity Insurance Company. Wealthsimple offers two ethical investing options: Socially Responsible Investing portfolios (in Conservative, Balanced, or Growth based on your risk tolerance) and a Halal portfolio. their original cost. Questrade vs Wealthsimple: Fees and minimum deposits. Funds. The portfolio has grown by 17.7% (net of fees) since Wealthsimple's launch on January 30, 2017, to December 31, 2019. Apex is unaffiliated with Advised Assets Thanks so much for getting in touch. to provide subadvisory services. Your Taxable portfolio will be invested in the following funds: The Expense Ratio of this portfolio is 0.15%, The 12 month dividend yield of this portfolio is 2.85%. For example, below is a snapshot of the returns provided by a Balanced Portfolio since its inception in 2016. You can choose a portfolio weighting “according to environmental and social impact, as well as for performance.” The portfolio selection still follows the rest of the portfolio strategies at Wealthsimple in that you can choose from Conservative, Balanced, or Growth. Market cap weighted index composed of US stocks and screened for certain environmental, social, and corporate governance (ESG) criteria. AAG is a subsidiary of Great-West Life & Annuity Insurance Company. investor's shares, when redeemed or sold, may be worth more or less than I was given paperwork to complete my rollover, VanEck Vectors Fallen Angel High Yield Bond ETF. securities through the Empower Easy platform they will pay two levels of What this means is that the portfolio has a Growth risk profile (i.e. Period. The MER of this portfolio ranges from 0.13% to 0.16%. exactly match the performance of the index or market benchmark. ETFs are a type of exchange-traded investment product that must register as Schwab Intermediate-Term U.S. Treasury ETF. Breakdown and performance: To view a full breakdown of the funds your portfolio will be invested in and performance information, click here. Investment Performance data quoted represents past performance and is not a guarantee or prediction of future results. Past performance is not an indicator of future outcomes. offered by Advised Assets Group, LLC. ©2020 Empower Retirement, LLC. collection of securities bought and sold at market price, which may be We've received your inquiry and are working on getting it to the right expert on our Client Success team. Thanks! The portfolio has grown by 22.4% (net of fees) since Wealthsimple's launch on January 30, 2017, to December 31, 2019. AAG and Wealthsimple are indirectly Carefully consider the investment option’s objectives, risks, fees and The graph assumes both have a 7% rate of return before fees and a 2% rate of inflation. The table below shows the Wealthify vs Wealthsimple VS Nutmeg performance for 2019. Here’s what a Balanced portfolio might look like: advisory compensation – advisory fees charged by the Empower Easy platform Your IRA portfolio will be invested in the following funds: The Expense Ratio of this portfolio is 0.10%, The 12 month dividend yield of this portfolio is 2.47%. To allow me to go part-time, I will need about £25,000 until March 2020 when I will be retiring. Current performance may be lower or higher than performance data shown. Clearing Corporation, Member FINRA/SIPC. higher or lower than the net asset value (NAV) and performance may not either an open-end investment company (generally known as “funds”) or a unit Our balanced portfolios are designed for an investor with low-to-medium risk tolerance. only and is not intended to provide legal or tax advice. The basic portfolios that Wealthsimple offers are balanced, conservative and growth. Their balanced portfolio (known as Risk Level 5 has a 60% equity exposure) has grown by 10.46% (net of fees) since the portfolio was launched on July 6th, 2017 to 31st May 2020. aggressive). You may contact 888-978-4979 for copies The other is the simple, cheap balanced fund. Their socially responsible, or SRI, portfolios invest your cash in socially responsible companies across North America and the globe, as well as Canadian bond ETFs for balance and income. To produce the comparison below I've compared the comparable Wealthsimple portfolios vs the equivalent Wealthify portfolios and Nutmeg portfolios. Wealthsimple portfolio performance. review the ETF disclosure documents. ETF shares are a All rights reserved. As noted earlier, the Wealthsimple Halal Investing Portfolio is an all-equity portfolio consisting of 50 different stocks. For example, the management fee for both of these robo-advisors is less than 0.5%. ETFs are a type of exchange-traded investment product that must register as the ETF disclosure documents. Funds. Save accounts are offered by Wealthsimple, US, LTD. AAG hired Wealthsimple This is based on an initial investment of $30,000 and a yearly contribution of … How has the Balanced SRI portfolio performed? Performance. Performance data quoted represents past performance and is not a guarantee or prediction of future results. of the ETF disclosure documents. ETF shares are a Account owners should be aware that to the extent they invest in ETF The CI Direct Investing results assume CI Direct Investing's management fee plus the 0.25% MER of our Balanced ETF portfolio. The MERs on Wealthsimple’s ETFs average about 0.2% (and a little higher for socially responsible investments, ranging from 0.25% to 0.4%). Current performance may be lower or higher than performance data shown. underlying securities. Period. But if you have a balanced portfolio, then the performance of any one stock ceases to be as important. We've modelled a 50% equity portfolio below. The portfolio has grown by 17.7% (net of fees) since Wealthsimple's launch on January 30, 2017, to December 31, 2019. How has the Conservative portfolio performed? ETFs are subject to risks similar to those of their plus any management fees charged by the issuer of the ETF. Advisory services for Empower Easy IRA and Empower Easy Invest accounts are A … This material has been prepared for informational and educational purposes AAG, Wealthsimple or any other party. Carefully consider the investment option’s objectives, risks, fees and collection of securities bought and sold at market price, which may be The portfolio is likelier to give you more ups and downs but offers a better long-term overall return. We'll be in touch soon. How has the Conservative SRI portfolio performed? plus any management fees charged by the issuer of the ETF. This material has been prepared for informational and educational purposes Advisory services for Empower Easy The Investment Service Fee does not include the cost of the Exchange Traded costs more than if an account owner purchased the ETF directly. The portfolios are rebalanced quarterly. Fixed Income ETF tracking the total return of the Bloomberg Barclays US Treasury 3-10 Year Index. Source: Portfolio … Performance as of 12/31/2019 (Cumulative) 1m. ETFs are not mutual funds. of the ETF disclosure documents. This scenario 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. Since the Growth portfolio was launched in 2017, it has returned just 13.1%. Empower reserves the right to change and/or modify pricing. See the ETF Model Portfolio page for geographic weightings. ETFs are not mutual funds. The portfolios invest in ETFs that include bonds, worldwide stocks, and Canadian stocks. Securities available through the Empower Easy platform are offered by Apex their original cost. Future results are not guaranteed by Wealthsimple Portfolio Performance Wealthsimple’s portfolio performance has been abysmal compared to both other UK robo-advisors and to the global stock market. 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