Equitable MFS Canadian Equity Plus
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Fund Profile
July 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 June 30, 2026
Top 10 Holdings (%)
As of June 30, 2026
Growth of $10,000
As of July 31, 2026
For the period 05/30/1992 through 07/31/2026 with $10,000 CAD investment, The value of the investment would be $111,069
Calendar Return (%)
As of July 31, 2026
| Period | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 21.77 | 18.81 | 10.42 | -9.47 | 18.66 | 5.77 | 20.27 | -7.21 | 8.14 | 8.92 |
| Quartile | 1 | 2 | 3 | 3 | 4 | 2 | 2 | 2 | 2 | 3 |
Compound Return (%)
As of July 31, 2026
| Period | 1 mth | 3 mths | 6 mths | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|---|
| Fund | 1.01 | 3.97 | 8.62 | 19.68 | 17.31 | 10.46 | 9.57 |
| Quartile | 3 | 3 | 3 | 2 | 2 | 2 | 2 |
Fund Information
| Description | Guarantee Fee | DSC | Heaped NL | Level NL |
|---|---|---|---|---|
| Pivotal Solutions | - | EQU503 | EQU203 | EQU303 |
| Personal Investment Portfolio | - | EQU103 | - | - |
Other Fund Information
Product Availabilty
Pivotal Solutions and Personal Investment Portfolio
Date of Inception:
June 1992
Net Asset Value per Unit:
$86.17 (08/14/2026)
Change: -$0.25 (-0.29%)
Estimated Management
Expense Ratio (MER)†:
2.92%
Fund Category
Canadian Focused Equity
Portfolio Manager
MFS Investment Management Canada Limited
Performance Chart
Summary
For the period 05/30/1992 through 07/31/2026 with $10,000 CAD investment
Total returns performance
1,010.69%
Last price
$83.30 CAD
as of market close 07/31/2026
Value of $10,000 investment
$111,069.39 CAD
