Equitable Franklin ClearBridge Canadian Equity
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Fund Profile
March 31, 2026
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 December 31, 2025
Top 10 Holdings (%)
As of December 31, 2025
Growth of $10,000
As of March 31, 2026
For the period 08/30/2006 through 03/31/2026 with $10,000 CAD investment, The value of the investment would be $14,596
Calendar Return (%)
As of March 31, 2026
| Period | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 17.33 | 13.38 | 6.50 | -0.40 | 25.08 | -3.76 | 17.80 | -12.19 | 1.49 | 16.55 |
| Quartile | 4 | 4 | 4 | 1 | 1 | 4 | 3 | 4 | 4 | 2 |
Compound Return (%)
As of March 31, 2026
| Period | 1 mth | 3 mths | 6 mths | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|---|
| Fund | -3.57 | 1.68 | 3.79 | 18.23 | 11.66 | 10.71 | 7.44 |
| Quartile | 2 | 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:
$14.92 (05/06/2026)
Change: $0.10 (0.69%)
Estimated Management
Expense Ratio (MER)†:
3.26%
Fund Category
Canadian Equity
Portfolio Manager
Franklin Templeton Investments Corp.
Performance Chart
Summary
For the period 08/30/2006 through 03/31/2026 with $10,000 CAD investment
Total returns performance
45.96%
Last price
$14.60 CAD
as of market close 03/31/2026
Value of $10,000 investment
$14,596.38 CAD
