Equitable Life Dynamic Power Global Growth Fund
June 30, 2025
Fund Overview
The objective of the segregated fund is to invest in units of the Dynamic Power Global Growth Class or a substantially similar fund. The underlying fund objective is to provide long-term capital growth through investment in a broadly diversified portfolio consisting primarily of equity securities of businesses based outside of Canada.
Risk Rating
This fund's risk rating is High
As of April 30, 2025
Top 10 Holdings (%)
As of April 30, 2025
Growth of $10,000
As of June 30, 2025
For the period 08/30/2006 through 06/30/2025 with $10,000 CAD investment, The value of the investment would be $50,193
Calendar Return (%)
As of June 30, 2025
Period | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 30.07 | 16.04 | -50.97 | 2.00 | 93.03 | 18.93 | -16.77 | 52.38 | -12.71 | 23.47 |
Quartile | 1 | 1 | 4 | 4 | 1 | 2 | 4 | 1 | 4 | 1 |
Compound Return (%)
As of June 30, 2025
Period | 1 mth | 3 mths | 6 mths | 1 yr | 3 yr | 5 yr | 10 yr |
---|---|---|---|---|---|---|---|
Fund | 3.70 | 14.47 | 1.78 | 20.36 | 10.72 | 0.08 | 7.37 |
Quartile | 1 | 1 | 4 | 1 | 4 | 4 | 2 |
Fund Information
Description | DSC | Heaped NL | Level NL |
---|---|---|---|
Pivotal Solutions | EQU529 | EQU229 | EQU329 |
Personal Investment Portfolio | EQU129 | - | - |
Other Fund Information
Product Availabilty
Pivotal Solutions and Personal Investment Portfolio
Date of Inception:
September 2006
Net Asset Value per Unit:
$51.36 (08/06/2025)
Change: $1.36 (2.71%)
Estimated Management
Expense Ratio (MER)†:
3.25%
Fund Category
Global Equity
Portfolio Manager
1832 Asset Management L.P.
Investment Style
Equity
Market Capitalization: Large
Fund Style: Growth
Performance Chart
Summary
For the period 08/30/2006 through 06/30/2025 with $10,000 CAD investment
Total returns performance
401.93%
Last price
$50.19 CAD
as of market close 06/30/2025
Value of $10,000 investment
$50,192.91 CAD