iProfile™ Private Discretionary Portfolio – Global Equity Balanced

Portfolio commentary Q1 2025

Highlights

① The portfolio rose over the period, with positive contributions from all component iProfile pools, except from the iProfile U.S. Equity Private Pool.  

② Tariffs cast shadow over consumer confidence.

③ Bank of Canada and U.S. Federal Reserve monetary policies diverge.

Portfolio returns: Q1 2025

Total Return 1M 3M YTD 1YR 3YR 5YR 10YR Since Inc. (March 15, 2021)

iProfile Private Discretionary – Global Equity Balanced
Series I

-1.88

1.30

1.30

11.67

8.54

   

7.56