Nest Wealth Currently Uses The Following ETFs to Build Your Portfolio. ETF Name (Ticker) Vanguard FTSE All-World ex-US ETF (VEU)
iShares Core S&P 500 Index ETF (CAD- Hedged) (XSP)
iShares Core S&P/TSX Capped Composite Index ETF (XIC)
iShares Canadian Short Term Bond Index ETF (XSB)
iShares Canadian Universe Bond Index ETF (XBB)
iShares Canadian Real Return Bond Index ETF (XRB)
Vanguard REIT ETF (VNQ)
Product Details Summary: Provides a convenient way to get broad exposure across developed and emerging non-U.S. equity markets around the world. Category: International / Global Stock / Expense Ratio: 0.14% Summary: The S&P 500 Index is widely recognized as one of the best single gauges of large cap U.S. equities. Category: US Stock / Expense Ratio: 0.10% Summary: Broad coverage of the Canadian equity market covering large, mid, and small companies across all sectors. Category: Canadian Stock / Expense Ratio: 0.05% Summary: The iShares Canadian Universe Bond Index ETF seeks to provide income by replicating, to the extent possible, the performance of the FTSE TMX Canada Universe Bond Index™, net of expenses. Category: Short Term Bond / Expense Ratio: 0.28% Summary: The iShares Canadian Universe Bond Index ETF seeks to provide income by replicating, to the extent possible, the performance of the FTSE TMX Canada Universe Bond Index™, net of expenses. Category: Medium Term Bond / Expense Ratio: 0.33% Summary: The iShares Canadian Real Return Bond Index ETF seeks to provide income by replicating, to the extent possible, the performance of the FTSE TMX Canada Real Return Bond Index™, net of expense Category: Real Return Bond / Expense Ratio: 0.39% Summary: Offers high potential for investment income and some growth; share value rises and falls more sharply than that of funds holding bonds. Category: Real Estate / Expense Ratio: 0.12%
Visit nestwealth.com “Nest Wealth” is the trade name of Nest Wealth Asset Management Inc. The products and services advertised are specifically for investors in the Province of Ontario and may not be available to all investors. Products and services are only offered in accordance with applicable laws and regulations. This marketing piece is neither an offer to sell nor a solicitation of an offer to sell securities in any jurisdiction.
The details listed above are as of August 23, 2015. Visit blackrock.com and vanguard.com for current values. This does not constitute investment advice. All investing is subject to risk, including the possible loss of the money you invest. Diversification does not ensure a profit or protect against a loss.