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 03/30/1999 through 12/31/2025 with $10,000 CAD investment, The value of the investment would be $71,725
Calendar Return (%)
As of December 31, 2025
| Period | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 21.58 | 19.14 | 9.72 | -5.41 | 18.75 | -0.37 | 21.16 | -8.33 | 1.95 | 13.74 |
| Quartile | 3 | 1 | 2 | 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 | 1.19 | 3.50 | 9.64 | 21.58 | 16.70 | 12.29 | 8.64 |
| Quartile | 2 | 4 | 4 | 3 | 2 | 3 | 3 |
Fund Information
| Description | Guarantee Fee | DSC | Heaped NL | Level NL |
|---|---|---|---|---|
| Pivotal Solutions | - | EQU509 | EQU209 | EQU309 |
| Personal Investment Portfolio | - | EQU109 | - | - |
Other Fund Information
Product Availabilty
Pivotal Solutions and Personal Investment Portfolio
Date of Inception:
April 1999
Net Asset Value per Unit:
$72.29 (01/28/2026)
Change: -$0.16 (-0.22%)
Estimated Management
Expense Ratio (MER)†:
3.23%
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 03/30/1999 through 12/31/2025 with $10,000 CAD investment
Total returns performance
617.25%
Last price
$71.73 CAD
as of market close 12/31/2025
Value of $10,000 investment
$71,725.09 CAD
