Equitable Life Low Volatility Canadian Equity Fund
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Fund Profile
Fund FactsMay 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 April 30, 2025
Top 10 Holdings (%)
As of April 30, 2025
Growth of $10,000
As of May 31, 2025
For the period 03/30/1999 through 05/31/2025 with $10,000 CAD investment, The value of the investment would be $64,370
Calendar Return (%)
As of May 31, 2025
| Period | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 19.14 | 9.72 | -5.41 | 18.75 | -0.37 | 21.16 | -8.33 | 1.95 | 13.74 | -7.03 |
| Quartile | 1 | 2 | 3 | 4 | 3 | 1 | 2 | 4 | 3 | 3 |
Compound Return (%)
As of May 31, 2025
| Period | 1 mth | 3 mths | 6 mths | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|---|
| Fund | 4.05 | 5.14 | 6.22 | 21.42 | 11.27 | 12.16 | 6.38 |
| Quartile | 4 | 1 | 1 | 1 | 1 | 3 | 3 |
Fund Information
| Description | 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:
$64.82 (06/25/2025)
Change: -$0.37 (-0.57%)
Estimated Management
Expense Ratio (MER)†:
2.87%
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 05/31/2025 with $10,000 CAD investment
Total returns performance
543.70%
Last price
$64.37 CAD
as of market close 05/31/2025
Value of $10,000 investment
$64,369.77 CAD
