Equitable MFS Low Volatility Canadian Equity
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Fund Profile
December 31, 2025
Fund Overview
The objective of the segregated fund is to invest in units of the MFS Low Volatility Canadian Equity Fund or a substantially similar fund. The underlying fund objective is to seek capital appreciation by investing primarily in Canadian companies that offer good relative value, financial strength, and a sustainable business model.
Risk Rating
This fund's risk rating is Medium
As of November 30, 2025
Top 10 Holdings (%)
As of November 30, 2025
Growth of $10,000
As of December 31, 2025
For the period 08/30/2013 through 12/31/2025 with $10,000 CAD investment, The value of the investment would be $26,072
Calendar Return (%)
As of December 31, 2025
| Period | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 21.88 | 19.28 | 9.96 | -5.11 | 19.05 | 0.08 | 21.42 | -8.10 | 2.20 | 13.96 |
| Quartile | 3 | 1 | 1 | 3 | 4 | 3 | 1 | 2 | 4 | 3 |
Compound Return (%)
As of December 31, 2025
| Period | 1 mth | 3 mths | 6 mths | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|---|
| Fund | 1.21 | 3.57 | 9.80 | 21.88 | 16.92 | 12.55 | 8.91 |
| Quartile | 2 | 4 | 4 | 3 | 2 | 3 | 2 |
Fund Information
| Description | Guarantee Fee | NL | NL-CB | NL-CB5 | DSC | LL |
|---|---|---|---|---|---|---|
| Investment Class (75/75) | - | ELC709 | ELC3009 | ELC5009 | ELC609 | ELC1209 |
| Estate Class (75/100) | 0.30% | ELC909 | ELC3109 | ELC5109 | ELC809 | ELC1309 |
| Protection Class (100/100) | 0.90% | ELC1109 | ELC3209 | ELC5209 | ELC1009 | ELC1409 |
| 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:
$30.08 (01/15/2026)
Change: $0.07 (0.22%)
Estimated Management
Expense Ratio (MER)†:
2.60%
Fund Category
Canadian Equity
Portfolio Manager
MFS Investment Management Canada Limited
Investment Style
Equity
Market Capitalization: Large
Fund Style: Growth
Performance Chart
Summary
For the period 08/30/2013 through 12/31/2025 with $10,000 CAD investment
Total returns performance
160.72%
Last price
$29.51 CAD
as of market close 12/31/2025
Value of $10,000 investment
$26,071.59 CAD
