Equitable Franklin Clearbridge Canadian Equity
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Fund Profile
October 31, 2025
Fund Overview
The objective of the segregated fund is to invest in units of the Franklin ClearBridge Canadian Equity Fund or a substantially similar fund. The underlying fund objective is long-term capital appreciation by investing primarily in a diversified portfolio of mid- to large-capitalization Canadian equities.
Risk Rating
This fund's risk rating is Medium
As of September 30, 2025
Top 10 Holdings (%)
As of September 30, 2025
Growth of $10,000
As of October 31, 2025
For the period 08/30/2006 through 10/31/2025 with $10,000 CAD investment, The value of the investment would be $13,938
Calendar Return (%)
As of October 31, 2025
| Period | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 13.38 | 6.50 | -0.40 | 25.08 | -3.76 | 17.80 | -12.19 | 1.49 | 16.55 | -7.76 |
| Quartile | 4 | 4 | 1 | 1 | 4 | 3 | 4 | 4 | 2 | 4 |
Compound Return (%)
As of October 31, 2025
| Period | 1 mth | 3 mths | 6 mths | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|---|
| Fund | -0.89 | 6.16 | 13.75 | 15.75 | 10.99 | 13.26 | 7.00 |
| Quartile | 4 | 4 | 4 | 4 | 4 | 4 | 4 |
Fund Information
| Description | Guarantee Fee | DSC | Heaped NL | Level NL |
|---|---|---|---|---|
| Pivotal Solutions | - | EQU527 | EQU227 | EQU327 |
| Personal Investment Portfolio | - | EQU127 | - | - |
Other Fund Information
Product Availabilty
Pivotal Solutions and Personal Investment Portfolio
Date of Inception:
September 2006
Net Asset Value per Unit:
$14.25 (11/28/2025)
Change: $0.06 (0.41%)
Estimated Management
Expense Ratio (MER)†:
3.26%
Fund Category
Canadian Equity
Portfolio Manager
Franklin Templeton Investments Corp.
Investment Style
Equity
Market Capitalization: Large
Fund Style: Growth
Performance Chart
Summary
For the period 08/30/2006 through 10/31/2025 with $10,000 CAD investment
Total returns performance
39.38%
Last price
$13.94 CAD
as of market close 10/31/2025
Value of $10,000 investment
$13,938.27 CAD
