iProfile™ Private Discretionary Portfolio – Global Neutral Balanced

Portfolio commentary Q3 2024

Highlights

① The portfolio rose over the period as all component iProfile Private pools were higher, led by the iProfile Canadian Equity Private Pool. 

② Active central bank policies were key market drivers.

③ The market environment improved as interest rates fell.

Portfolio returns: Q3 2024

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

iProfile Private Discretionary – Global Neutral Balanced
Series I

1.83

4.84

11.85

18.98

5.48

   

6.06