Last updated: September 30, 2026
How has Wealthsimple Private Equity performed?
Total Return: 65.8%
Total Return (annualized): 20.9%
| 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% | 8.5% |
The Fund delivered a net return of 1.3% in August, bringing its cumulative return since inception in January 2024 to 65.8%, equivalent to an annualized return of 20.9%.
The Fund’s underlying holdings appreciated strongly in their respective local currencies during the month. However, the meaningful appreciation of the Canadian Dollar, particularly against the U.S. Dollar, offset a portion of these gains, resulting in a net return of 1.3% for August.
As in July, we continued to see a reversal of the currency effect experienced in June, when the Canadian dollar depreciated against the U.S. Dollar. As noted in previous months, while foreign exchange movements can have a meaningful impact on returns over shorter periods, their effects tend to balance out over the longer term, with currency movements contributing positively in some periods and acting as a headwind in others.
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