Equitable Franklin Clearbridge Canadian Equity
Share 
Fund ProfileJanuary 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 December 31, 2025
Top 10 Holdings (%)
As of December 31, 2025
Growth of $10,000
As of January 31, 2026
For the period 08/30/2006 through 01/31/2026 with $10,000 CAD investment, The value of the investment would be $13,239
Calendar Return (%)
As of January 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 January 31, 2026
| Period | 1 mth | 3 mths | 6 mths | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|---|
| Fund | -0.70 | 2.21 | 8.42 | 12.79 | 9.93 | 11.72 | 7.46 |
| Quartile | 4 | 4 | 4 | 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:
$13.66 (02/13/2026)
Change: $0.17 (1.25%)
Estimated Management
Expense Ratio (MER)†:
3.63%
Fund Category
Canadian Equity
Portfolio Manager
Franklin Templeton Investments Corp.
Investment Style
Equity
Market Capitalization: Large
Fund Style: Growth
Performance Chart
Summary
For the period 08/30/2006 through 01/31/2026 with $10,000 CAD investment
Total returns performance
32.39%
Last price
$13.24 CAD
as of market close 01/31/2026
Value of $10,000 investment
$13,239.07 CAD
