Equitable Franklin ClearBridge Canadian Equity
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Fund ProfileJuly 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 June 30, 2026
Top 10 Holdings (%)
As of June 30, 2026
Growth of $10,000
As of July 31, 2026
For the period 08/30/2006 through 07/31/2026 with $10,000 CAD investment, The value of the investment would be $14,568
Calendar Return (%)
As of July 31, 2026
| Period | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 16.89 | 13.00 | 6.12 | -0.86 | 24.60 | -4.19 | 17.38 | -12.51 | 1.02 | 16.34 |
| Quartile | 4 | 4 | 4 | 1 | 1 | 4 | 3 | 4 | 4 | 2 |
Compound Return (%)
As of July 31, 2026
| Period | 1 mth | 3 mths | 6 mths | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|---|
| Fund | 2.20 | 4.97 | 10.04 | 19.30 | 13.94 | 10.10 | 7.36 |
| Quartile | 1 | 1 | 2 | 4 | 4 | 4 | 4 |
Fund Information
| Description | Guarantee Fee | DSC |
|---|---|---|
| Pivotal Solutions II | - | EQU427 |
Other Fund Information
Product Availabilty
Pivotal Solutions II
Date of Inception:
September 2006
Net Asset Value per Unit:
$14.97 (09/03/2026)
Change: $0.20 (1.36%)
Estimated Management
Expense Ratio (MER)†:
3.63%
Fund Category
Canadian Equity
Portfolio Manager
Franklin Templeton Investments Corp.
Performance Chart
Summary
For the period 08/30/2006 through 07/31/2026 with $10,000 CAD investment
Total returns performance
45.68%
Last price
$14.57 CAD
as of market close 07/31/2026
Value of $10,000 investment
$14,567.68 CAD
