Equitable Life Dynamic Power Global Growth 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 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 March 31, 2025
Top 10 Holdings (%)
As of March 31, 2025
Growth of $10,000
As of May 31, 2025
For the period 08/30/2006 through 05/31/2025 with $10,000 CAD investment, The value of the investment would be $48,404
Calendar Return (%)
As of May 31, 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 May 31, 2025
| Period | 1 mth | 3 mths | 6 mths | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|---|
| Fund | 10.44 | -4.19 | -3.82 | 23.85 | 7.61 | 1.10 | 6.88 |
| Quartile | 1 | 4 | 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:
$49.80 (06/26/2025)
Change: $0.40 (0.80%)
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 05/31/2025 with $10,000 CAD investment
Total returns performance
384.04%
Last price
$48.40 CAD
as of market close 05/31/2025
Value of $10,000 investment
$48,403.91 CAD
