Equitable Life Low Volatility Canadian Equity Fund B
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Fund ProfileJuly 31, 2025
Fund Overview
The objective of the segregated fund is to invest in units of the MFS Low Volatility Canadian Equity Fund or a substantially similar fund. The underlying fund objective is to seek capital appreciation by investing primarily in Canadian companies that offer good relative value, financial strength, and a sustainable business model.
Risk Rating
This fund's risk rating is Medium
As of June 30, 2025
Top 10 Holdings (%)
As of June 30, 2025
Growth of $10,000
As of July 31, 2025
For the period 08/30/2006 through 07/31/2025 with $10,000 CAD investment, The value of the investment would be $26,007
Calendar Return (%)
As of July 31, 2025
| Period | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 18.66 | 9.30 | -5.55 | 18.33 | -0.84 | 20.68 | -8.65 | 1.58 | 13.28 | -7.32 |
| Quartile | 2 | 2 | 3 | 4 | 3 | 1 | 2 | 4 | 3 | 3 |
Compound Return (%)
As of July 31, 2025
| Period | 1 mth | 3 mths | 6 mths | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|---|
| Fund | -0.25 | 5.43 | 7.52 | 15.29 | 12.34 | 11.14 | 6.22 |
| Quartile | 4 | 4 | 2 | 3 | 2 | 3 | 3 |
Fund Information
| Description | DSC |
|---|---|
| Pivotal Solutions II | EQU409 |
Other Fund Information
Product Availabilty
Pivotal Solutions II
Date of Inception:
September 2006
Net Asset Value per Unit:
$62.32 (08/14/2025)
Change: -$0.04 (-0.06%)
Estimated Management
Expense Ratio (MER)†:
3.23%
Fund Category
Canadian Equity
Portfolio Manager
MFS Investment Management Canada Limited
Investment Style
Equity
Market Capitalization: Large
Fund Style: Growth
Performance Chart
Summary
For the period 08/30/2006 through 07/31/2025 with $10,000 CAD investment
Total returns performance
160.07%
Last price
$61.46 CAD
as of market close 07/31/2025
Value of $10,000 investment
$26,006.54 CAD
