Equitable MFS Canadian Equity Plus
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Fund Profile
March 31, 2026
Fund Overview
The objective of the segregated fund is to invest in units of the MFS Canadian Equity Plus Fund or a substantially similar fund. The underlying fund objective is to seek capital appreciation by focusing investment in Canadian companies that offer either good relative value or strong earnings growth, in combination with financial strength and a sustainable business model.
Risk Rating
This fund's risk rating is Medium
As of February 28, 2026
Top 10 Holdings (%)
As of February 28, 2026
Growth of $10,000
As of March 31, 2026
For the period 08/30/2013 through 03/31/2026 with $10,000 CAD investment, The value of the investment would be $28,243
Calendar Return (%)
As of March 31, 2026
| Period | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 22.07 | 19.12 | 10.69 | -9.26 | 18.93 | 6.44 | 20.54 | -6.93 | 8.39 | 9.10 |
| Quartile | 1 | 2 | 3 | 3 | 4 | 2 | 2 | 2 | 2 | 3 |
Compound Return (%)
As of March 31, 2026
| Period | 1 mth | 3 mths | 6 mths | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|---|
| Fund | -7.01 | -2.54 | 0.40 | 17.61 | 14.54 | 10.08 | 9.35 |
| Quartile | 4 | 4 | 3 | 2 | 2 | 2 | 2 |
Fund Information
| Description | Guarantee Fee | NL | NL-CB | NL-CB5 | DSC | LL |
|---|---|---|---|---|---|---|
| Investment Class (75/75) | - | ELC703 | ELC3003 | ELC5003 | ELC603 | ELC1203 |
| Estate Class (75/100) | 0.30% | ELC903 | ELC3103 | ELC5103 | ELC803 | ELC1303 |
| Protection Class (100/100) | 0.90% | ELC1103 | ELC3203 | ELC5203 | ELC1003 | ELC1403 |
| Available for new sales | Not available for new sales | |||||
Other Fund Information
Product Availabilty
Pivotal Select (75/75, 75/100, 100/100)
Date of Inception:
September 2013
Net Asset Value per Unit:
$33.71 (04/29/2026)
Change: -$0.17 (-0.51%)
Estimated Management
Expense Ratio (MER)†:
2.66%
Fund Category
Canadian Focused Equity
Portfolio Manager
MFS Investment Management Canada Limited
Performance Chart
Summary
For the period 08/30/2013 through 03/31/2026 with $10,000 CAD investment
Total returns performance
182.43%
Last price
$31.88 CAD
as of market close 03/31/2026
Value of $10,000 investment
$28,242.80 CAD
