Equitable Life Invesco Canadian Premier Growth Fund B
April 30, 2025
Fund Overview
The objective of the segregated fund is to invest in units of the Invesco EQV Canadian Premier Growth Fund or a substantially similar fund. The underlying fund objective is to seek to generate long-term capital growth by investing mainly in a diversified portfolio of Canadian equity securities with a strong growth potential.
Risk Rating
This fund's risk rating is Medium
As of March 31, 2025
Top 10 Holdings (%)
As of March 31, 2025
Growth of $10,000
As of April 30, 2025
For the period 08/30/2006 through 04/30/2025 with $10,000 CAD investment, The value of the investment would be $24,339
Calendar Return (%)
As of April 30, 2025
Period | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 24.83 | 14.71 | -6.01 | 20.06 | 4.03 | 14.65 | -11.96 | 3.36 | 2.72 | 6.60 |
Quartile | 1 | 1 | 2 | 3 | 3 | 4 | 4 | 4 | 4 | 1 |
Compound Return (%)
As of April 30, 2025
Period | 1 mth | 3 mths | 6 mths | 1 yr | 3 yr | 5 yr | 10 yr |
---|---|---|---|---|---|---|---|
Fund | -1.38 | -9.59 | -2.62 | 7.90 | 10.45 | 12.53 | 5.33 |
Quartile | 2 | 4 | 4 | 3 | 1 | 1 | 3 |
Fund Information
Description | DSC |
---|---|
Pivotal Solutions II | EQU415 |
Other Fund Information
Product Availabilty
Pivotal Solutions II
Date of Inception:
September 2006
Net Asset Value per Unit:
$37.51 (05/09/2025)
Change: -$0.06 (-0.16%)
Estimated Management
Expense Ratio (MER)†:
3.64%
Fund Category
Canadian Focused Equity
Portfolio Manager
Invesco Canada Ltd.
Investment Style
Equity
Market Capitalization: Large
Fund Style: Growth
Performance Chart
Summary
For the period 08/30/2006 through 04/30/2025 with $10,000 CAD investment
Total returns performance
143.39%
Last price
$36.52 CAD
as of market close 04/30/2025
Value of $10,000 investment
$24,338.89 CAD