Last updated: October 30, 2026
How has Wealthsimple Private Equity performed?
Total Return: 69.2%
Total Return (annualized): 21.1%
| Year | January | February | March | April | May | June | July | August | September | October | November | December | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total return | 2024 | 6.3% | 6.3% | 3.6% | 1.8% | 0.8% | 6.1% | 1.2% | -1.4% | 0.5% | 2.6% | 1.5% | 2.4% | 36.5% |
| 2025 | 0.9% | -0.3% | 2.2% | -2.4% | 1.0% | 1.2% | 1.7% | 3.1% | 2.4% | 0.0% | 1.1% | 0.6% | 12.0% | |
| 2026 | -0.8% | 0.7% | 4.6% | -1.3% | 1.1% | 3.5% | -0.8% | 1.3% | 2.1% | 10.7% |
The Fund returned 2.1% after fees in September. Since it launched in January 2024, it has returned 69.2% in total, equivalent to an annualized return of 21.1%.
Currency was the main driver this month. In August, the Fund’s underlying investments delivered strong gains in their local currencies, but a stronger Canadian dollar cancelled out much of that growth when converted back into Canadian dollars. In September, the underlying investments rose only slightly. This time, though, the Canadian dollar weakened against the U.S. Dollar. Because many of the Fund’s investments are priced in U.S. Dollars, a weaker loonie makes them worth more in Canadian-dollar terms, which gave the Fund a meaningful boost.
Currency swings like these can noticeably affect returns from one month to the next. Over longer periods, though, they tend to even out, helping in some months and hurting in others. That’s why we encourage investors to focus on long-term results rather than any single month.
Comments
0 comments
Article is closed for comments.