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Globally diversified ETF portfolios for every investor.

Aggressive content here

Great for high-risk investors

When you’re looking to maximize growth, the Aggressive Growth portfolio can be right. This portfolio invests in 100% equity. While it will fluctuate with the market, it typically offers the highest potential returns. #ETF_MERRangeAggressive#

Aggressive Growth Portfolio

Performance

As of January 28, 2025

Since inception in Nov 2014, this portfolio has returned 143.16%
Cumulative returns 1
1 Yr
22.36%
3 Yr
27.55%
5 Yr
63.44%
Calendar returns 2
2018
-7.82%
2019
20.32%
2020
6.6%
2021
20.2%
2022
-10.6%
2023
16.6%
2024
22.36%
YTD
4.46%
Compound returns
1 year
26.09%
3 years
11.26%
5 years
11.25%
Dividend yield

2.17%

Asset allocation

Canadian equity
16.09%
U.S. equity
50.52%
International equity
32.39%
Fixed income
0.50%
Cash
0.50%

Aggressive

Holdings Asset type % Allocation
GLOBAL X HIGH INTEREST SAVINGS ETF UNITS A CAD Fixed income 0.50%
BMO SP TSX CAPPED COMP IDX ETF Canadian equity 16.09%
ISHARES COHEN & STEERS REIT U.S. equity 1.00%
SPDR PORTFOLIO TOTAL STOCK MARKET ETF U.S. equity 49.52%
iSHARES CORE MSCI EAFE IMI INDEX ETF International equity 28.53%
ISHARES INC MSCI EMERGING MARKETS EX CHINA USD International equity 3.86%

Aggressive

Holdings Asset type % Allocation
GLOBAL X HIGH INTEREST SAVINGS ETF UNITS A CAD Fixed income 0.50%
BMO SP TSX CAPPED COMP IDX ETF Canadian equity 16.09%
ISHARES COHEN & STEERS REIT U.S. equity 1.00%
ISHARES CORE S&P MID-CAP ETF U.S. equity 3.96%
ISHARES CORE S&P SMALL-CAP ETF U.S. equity 6.26%
ISHARES S&P 500 INDEX ETF (CAD-HEDGED) U.S. equity 7.85%
SPDR PORTFOLIO S&P 500 GROWTH ETF U.S. equity 15.72%
SPDR PORTFOLIO S&P 500 VALUE ETF U.S. equity 15.72%
iSHARES CORE MSCI EAFE IMI INDEX ETF International equity 20.26%
ISHARES INC MSCI EMERGING MARKETS EX CHINA USD International equity 3.86%
ISHARES MSCI EAFE SMALL-CAP International equity 8.27%
Growth content here

Great for medium to high-risk investors

For better than average asset growth, the Growth Portfolio can be right. It invests in approximately 80% equity and 20% fixed income. It typically has less risk than the Aggressive Portfolio. #ETF_MERRangeGrowth#

Growth Portfolio

Performance

As of January 28, 2025

Since inception in Nov 2014, this portfolio has returned 113.24%
Cumulative returns 1
1 Yr
19.24%
3 Yr
23.67%
5 Yr
52.99%
Calendar returns 2
2018
-6.35%
2019
17.02%
2020
6.47%
2021
16.19%
2022
-9.5%
2023
14.6%
2024
19.24%
YTD
3.9%
Compound returns
1 year
22.54%
3 years
9.79%
5 years
9.63%
Dividend yield

2.44%

Asset allocation

Canadian equity
13.00%
U.S. equity
40.83%
International equity
26.17%
Fixed income
19.50%
Cash
0.50%

Growth

Holdings Asset type % Allocation
GLOBAL X HIGH INTEREST SAVINGS ETF UNITS A CAD Fixed income 0.50%
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 7.43%
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 9.69%
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF Fixed income 1.88%
BMO SP TSX CAPPED COMP IDX ETF Canadian equity 13.00%
ISHARES COHEN & STEERS REIT U.S. equity 0.81%
SPDR PORTFOLIO TOTAL STOCK MARKET ETF U.S. equity 40.02%
iSHARES CORE MSCI EAFE IMI INDEX ETF International equity 23.05%
ISHARES INC MSCI EMERGING MARKETS EX CHINA USD International equity 3.12%

Growth

Holdings Asset type % Allocation
GLOBAL X HIGH INTEREST SAVINGS ETF UNITS A CAD Fixed income 0.50%
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 7.28%
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 9.82%
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF Fixed income 1.90%
BMO SP TSX CAPPED COMP IDX ETF Canadian equity 13.00%
ISHARES COHEN & STEERS REIT U.S. equity 0.81%
ISHARES CORE S&P MID-CAP ETF U.S. equity 3.20%
ISHARES CORE S&P SMALL-CAP ETF U.S. equity 5.06%
ISHARES S&P 500 INDEX ETF (CAD-HEDGED) U.S. equity 6.35%
SPDR PORTFOLIO S&P 500 GROWTH ETF U.S. equity 12.71%
SPDR PORTFOLIO S&P 500 VALUE ETF U.S. equity 12.71%
iSHARES CORE MSCI EAFE IMI INDEX ETF International equity 16.37%
ISHARES INC MSCI EMERGING MARKETS EX CHINA USD International equity 3.12%
ISHARES MSCI EAFE SMALL-CAP International equity 6.68%
Balanced content here

Great for medium-risk investors

For growth with a moderate level of risk, the Balanced Portfolio may be right. It invests in 60% equity and 40% fixed income. It has the steady cash flow much like the Income Portfolio mixed with the potential gains of the Growth Portfolio. #ETF_MERRangeBalanced#

Balanced Portfolio

Performance

As of January 28, 2025

Since inception in Nov 2014, this portfolio has returned 85.35%
Cumulative returns 1
1 Yr
15.87%
3 Yr
19.27%
5 Yr
42.04%
Calendar returns 2
2018
-4.47%
2019
13.4%
2020
6.46%
2021
11.86%
2022
-8.41%
2023
12.4%
2024
15.87%
YTD
3.28%
Compound returns
1 year
18.75%
3 years
8.110001%
5 years
7.84%
Dividend yield

2.74%

Asset allocation

Canadian equity
9.75%
U.S. equity
30.63%
International equity
19.63%
Fixed income
39.50%
Cash
0.49%

Balanced

Holdings Asset type % Allocation
GLOBAL X HIGH INTEREST SAVINGS ETF UNITS A CAD Fixed income 0.50%
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 15.25%
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 19.90%
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF Fixed income 3.85%
BMO SP TSX CAPPED COMP IDX ETF Canadian equity 9.75%
ISHARES COHEN & STEERS REIT U.S. equity 0.61%
SPDR PORTFOLIO TOTAL STOCK MARKET ETF U.S. equity 30.02%
iSHARES CORE MSCI EAFE IMI INDEX ETF International equity 17.29%
ISHARES INC MSCI EMERGING MARKETS EX CHINA USD International equity 2.34%

Balanced

Holdings Asset type % Allocation
GLOBAL X HIGH INTEREST SAVINGS ETF UNITS A CAD Fixed income 0.50%
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 14.95%
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 20.15%
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF Fixed income 3.90%
BMO SP TSX CAPPED COMP IDX ETF Canadian equity 9.75%
ISHARES COHEN & STEERS REIT U.S. equity 0.61%
ISHARES CORE S&P MID-CAP ETF U.S. equity 2.40%
ISHARES CORE S&P SMALL-CAP ETF U.S. equity 3.80%
ISHARES S&P 500 INDEX ETF (CAD-HEDGED) U.S. equity 4.76%
SPDR PORTFOLIO S&P 500 GROWTH ETF U.S. equity 9.53%
SPDR PORTFOLIO S&P 500 VALUE ETF U.S. equity 9.53%
iSHARES CORE MSCI EAFE IMI INDEX ETF International equity 12.28%
ISHARES INC MSCI EMERGING MARKETS EX CHINA USD International equity 2.34%
ISHARES MSCI EAFE SMALL-CAP International equity 5.01%
Income content here

Great for medium to low-risk investors

For a steady stream of income, the Income Portfolio may be right. It invests in 60% in fixed income and 40% in equity. It typically offers more consistent returns than the Balanced Portfolio. #ETF_MERRangeIncome#

Income Portfolio

Performance

As of January 28, 2025

Since inception in Nov 2014, this portfolio has returned 61.82%
Cumulative returns 1
1 Yr
12.65%
3 Yr
15.24%
5 Yr
31.67%
Calendar returns 2
2018
-2.69%
2019
10.04%
2020
6.21%
2021
7.58%
2022
-7.24%
2023
10.27%
2024
12.65%
YTD
2.66%
Compound returns
1 year
15.08%
3 years
6.53%
5 years
6.04%
Dividend yield

3.02%

Asset allocation

Canadian equity
6.50%
U.S. equity
20.41%
International equity
13.09%
Fixed income
59.50%
Cash
0.50%

Income

Holdings Asset type % Allocation
GLOBAL X HIGH INTEREST SAVINGS ETF UNITS A CAD Fixed income 0.50%
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 23.07%
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 30.11%
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF Fixed income 5.82%
BMO SP TSX CAPPED COMP IDX ETF Canadian equity 6.50%
ISHARES COHEN & STEERS REIT U.S. equity 0.40%
SPDR PORTFOLIO TOTAL STOCK MARKET ETF U.S. equity 20.01%
iSHARES CORE MSCI EAFE IMI INDEX ETF International equity 11.53%
ISHARES INC MSCI EMERGING MARKETS EX CHINA USD International equity 1.56%

Income

Holdings Asset type % Allocation
GLOBAL X HIGH INTEREST SAVINGS ETF UNITS A CAD Fixed income 0.50%
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 22.62%
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 30.48%
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF Fixed income 5.90%
BMO SP TSX CAPPED COMP IDX ETF Canadian equity 6.50%
ISHARES COHEN & STEERS REIT U.S. equity 0.40%
ISHARES CORE S&P MID-CAP ETF U.S. equity 1.60%
ISHARES CORE S&P SMALL-CAP ETF U.S. equity 2.53%
ISHARES S&P 500 INDEX ETF (CAD-HEDGED) U.S. equity 3.17%
SPDR PORTFOLIO S&P 500 GROWTH ETF U.S. equity 6.35%
SPDR PORTFOLIO S&P 500 VALUE ETF U.S. equity 6.35%
iSHARES CORE MSCI EAFE IMI INDEX ETF International equity 8.19%
ISHARES INC MSCI EMERGING MARKETS EX CHINA USD International equity 1.56%
ISHARES MSCI EAFE SMALL-CAP International equity 3.34%
Conservative content here

Great for low-risk investors

For preserving capital, the Conservative Income Portfolio can be right. It invests in 80% fixed income and 20% in equity. It’s our most stable portfolio. #ETF_MERRangeConservative#

Conservative Income Portfolio

Performance

As of January 28, 2025

Since inception in Jan 2015, this portfolio has returned 34.74%
Cumulative returns 1
1 Yr
9.40%
3 Yr
10.88%
5 Yr
21.13%
Calendar returns 2
2018
-1.42%
2019
6.59%
2020
5.59%
2021
3.47%
2022
-6.2%
2023
8.05%
2024
9.4%
YTD
2.04%
Compound returns
1 year
11.46%
3 years
4.82%
5 years
4.12%
Dividend yield

3.33%

Asset allocation

Canadian equity
3.25%
U.S. equity
10.21%
International equity
6.54%
Fixed income
79.50%
Cash
0.50%

Conservative

Holdings Asset type % Allocation
GLOBAL X HIGH INTEREST SAVINGS ETF UNITS A CAD Fixed income 0.50%
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 30.89%
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 40.31%
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF Fixed income 7.80%
BMO SP TSX CAPPED COMP IDX ETF Canadian equity 3.25%
ISHARES COHEN & STEERS REIT U.S. equity 0.20%
SPDR PORTFOLIO TOTAL STOCK MARKET ETF U.S. equity 10.01%
iSHARES CORE MSCI EAFE IMI INDEX ETF International equity 5.76%
ISHARES INC MSCI EMERGING MARKETS EX CHINA USD International equity 0.78%

Conservative

Holdings Asset type % Allocation
GLOBAL X HIGH INTEREST SAVINGS ETF UNITS A CAD Fixed income 0.50%
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 30.28%
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 40.82%
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF Fixed income 7.90%
BMO SP TSX CAPPED COMP IDX ETF Canadian equity 3.25%
ISHARES COHEN & STEERS REIT U.S. equity 0.20%
ISHARES CORE S&P MID-CAP ETF U.S. equity 0.80%
ISHARES CORE S&P SMALL-CAP ETF U.S. equity 1.27%
ISHARES S&P 500 INDEX ETF (CAD-HEDGED) U.S. equity 1.59%
SPDR PORTFOLIO S&P 500 GROWTH ETF U.S. equity 3.18%
SPDR PORTFOLIO S&P 500 VALUE ETF U.S. equity 3.18%
iSHARES CORE MSCI EAFE IMI INDEX ETF International equity 4.09%
ISHARES INC MSCI EMERGING MARKETS EX CHINA USD International equity 0.78%
ISHARES MSCI EAFE SMALL-CAP International equity 1.67%

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1Cumulative returns show how much your investments have grown or declined – in total – over a multi-year period leading up to the as at date. For cumulative returns: the inception dates for our Standard Growth and Balance portfolios are November 2014. The inception dates for our Standard Aggressive and Income portfolios are December 2014. The inception date for the cumulative returns of our Standard Conservative portfolio is January 2015.

For all returns presented; management fees, optional charges or income taxes payable by Questwealth clients that would have reduced returns are not taken into account. Dividend yield is the weighted average of dividends from each ETF within the portfolio paid out in the last 12 months, divided by the share price of the portfolio as at July 31, 2024.

2Calendar returns show how much your investments have grown or declined – on average – over each calendar year of a multi-year period. Returns are not guaranteed and the values of the underlying ETFs change frequently. Past performance may not be repeated.

3 'Zero commission trades', '$0 commissions', '$0 trading', 'trade commission-free' and similar messages, refer to commission-free trading for trades placed online through Questrade, Inc.'s website or mobile apps for stocks and ETFs that are listed on a stock exchange in the United States or Canada. Other fees may still apply.

"Earn up to 50% more", "make up to 50% more", "up to 50% more", "up to 50% more money", "lower fees for better returns", "Become/get up to 50% wealthier", "Trade high fees for better returns", "high fees that lower your returns" and similar messages, are references and equivalents to our "earn up to 50% more" claim (and together or individually these may be referred to as the "up to 50% claim"). The 'up to 50%' claim excludes the Questwealth Conservative Portfolio. "Earn up to 50% more", illustrates how investing with 4 out of the 5 Questwealth Portfolios ('QWP') could improve your retirement savings using a hypothetical example. The example assumes $50,000 compounds annually over 30 years at a growth rate equal to the average 5-year historical return of comparable mutual fund categories. Potential savings are based on a comparison of the highest MER charged by QWP versus the average MER of the Series 'A' mutual funds in the respective fund categories. Fees may change over time and actual results may vary. No representations and warranties are made as to the reasonableness of these assumptions.

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