Investor Type
The Mercer Invest Wise Conservative portfolio has around a 40% equity allocation. This portfolio has been designed for a conservative investor with a relatively low risk tolerance. If you are willing to accept relatively small short-term losses and prefer stability and a modest return, this portfolio is for you.
Breakdown
Your portfolio will be invested in the following funds:
| BlackRock iShares Core S&P/TSX Capped Composite Index ETF | XIC | Over 250 Canadian equities representing 95% of the Canadian equity market | 4.50% |
| Vanguard Total Stock Market ETF | VTI | Over 3,500 large, medium, small and micro cap companies mirroring the US equity market | 10.20% |
| BlackRock iShares Core MSCI EAFE IMI Index ETF | XEF | Over 2,800 large, medium and small cap companies across developed market countries, excluding the US and Canada | 5.65% |
| BlackRock iShares Core MSCI Emerging Markets ETF | IEMG | Over 2,300 large, mid, and small cap stocks in more than 20 emerging markets | 2.15% |
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Schwab U.S. Small-Cap ETF
|
SCHA | Over 1,700 US small cap companies | 2.50% |
| Vanguard FTSE All-World ex-U.S. Small-Cap ETF | VSS | Over 3,500 global small cap companies, excluding the US | 2.00% |
| BlackRock iShares Edge Min Vol Global ETF | ACWV | Global large and mid cap equity strategy designed to minimize volatility | 9.00% |
| BlackRock iShares Global Real Estate Index ETF | CGR | Global publicly traded real estate companies | 2.00% |
| SPDR S&P Global Infrastructure ETF | GII | Global publicly traded infrastructure related companies | 2.00% |
| BlackRock iShares Core Canadian Short Term Corp+Mpl Bond Index ETF | XSH | Short-term Canadian corporate bonds | 15.00% |
| BlackRock iShares Core Canadian Universe Bond Index ETF | XBB | Broad universe of Canadian government and corporate bonds | 45.00% |
The MER of this portfolio is 0.12% and the management fee of this portfolio is 0.50%
The dividend yield (trailing 12 months) of this portfolio is 2.63%
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