How we find your perfect match.
We take the guesswork out of investing by matching you with the portfolio that suits your goals and risk tolerance. After completing a quick questionnaire, you’ll be matched to one of our portfolios based on your profile.
Investly High Growth Portfolio
Year to date performance: 8.9%
Risk Level: Medium
Inception: 01-Sep-2023
As of July 31, 2025
Total Returns*
YTD: 8.9% | 6M: 3.9% | 1Y: 18.0%
Since its launch in Sep 2023, this portfolio has returned 22.3% on an annualized basis
Investment Mix†
Investly Growth Portfolio
Year to date performance: 7.8%
Risk Level: Medium
Inception: 01-Sep-2023
As of July 31, 2025
Total Returns*
YTD: 7.8% | 6M: 3.5% | 1Y: 16.0%
Since its launch in Sep 2023, this portfolio has returned 20.2% on an annualized basis
Investment Mix†
Investly Balanced Portfolio
Year to date performance: 5.8%
Risk Level: Low to medium
Inception: 01-Sep-2023
As of July 31, 2025
Total Returns*
YTD: 5.8% | 6M: 2.5% | 1Y: 12.1%
Since its launch in Sep 2023, this portfolio has returned 15.7% on an annualized basis
Investment Mix†
Investly Conservative Portfolio
Year to date performance: 4.1%
Risk Level: Low to medium
Inception: 01-Sep-2023
As of July 31, 2025
Total Returns*
YTD: 4.1% | 6M: 1.8% | 1Y: 8.7%
Since its launch in Sep 2023, this portfolio has returned 12.0% on an annualized basis