Equitable Life Quotential Diversified Equity Portfolio B
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Fund ProfileMarch 31, 2025
Fund Overview
The objective of the segregated fund is to invest in units of the Franklin Quotential Diversified Equity Portfolio or a substantially similar fund. The underlying fund objective is long-term capital appreciation by investing primarily in a diversified mix of equity mutual funds.
Risk Rating
This fund's risk rating is Medium
As of January 31, 2025
Top 10 Holdings (%)
As of January 31, 2025
Growth of $10,000
As of March 31, 2025
For the period 08/30/2006 through 03/31/2025 with $10,000 CAD investment, The value of the investment would be $22,441
Calendar Return (%)
As of March 31, 2025
| Period | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 20.68 | 13.32 | -15.16 | 13.29 | 11.61 | 16.72 | -8.41 | 8.58 | -0.39 | 8.55 |
| Quartile | 2 | 2 | 3 | 3 | 2 | 3 | 4 | 3 | 3 | 3 |
Compound Return (%)
As of March 31, 2025
| Period | 1 mth | 3 mths | 6 mths | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|---|
| Fund | -4.53 | -1.82 | 1.65 | 7.73 | 7.62 | 10.71 | 4.93 |
| Quartile | 3 | 3 | 3 | 3 | 3 | 3 | 4 |
Fund Information
| Description | DSC |
|---|---|
| Pivotal Solutions II | EQU424 |
Other Fund Information
Product Availabilty
Pivotal Solutions II
Date of Inception:
September 2006
Net Asset Value per Unit:
$23.59 (05/07/2025)
Change: $0.16 (0.66%)
Estimated Management
Expense Ratio (MER)†:
3.64%
Fund Category
Global 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 03/31/2025 with $10,000 CAD investment
Total returns performance
124.41%
Last price
$24.19 CAD
as of market close 03/31/2025
Value of $10,000 investment
$22,441.17 CAD
