Last updated: July 30, 2026
How has Wealthsimple Private Equity performed?
Total Return: 65.0%
Total Return (annualized): 22.2%
| 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% | 8.0% |
The Fund delivered a net return of 3.5% in June, bringing its cumulative return since inception in January 2024 to 65%.
Several portfolio holdings appreciated in value during the month. In addition, the depreciation of the Canadian dollar, primarily against the US Dollar, provided a tailwind to performance, contributing to the Fund's 3.5% return in June. While foreign exchange movements can have a meaningful impact over shorter periods, these effects tend to even out over the long term, with some months benefiting returns and others acting as a headwind.
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