Equitable Life Low Volatility Canadian Equity Fund B
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Fund ProfileMarch 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 February 28, 2025
Top 10 Holdings (%)
As of February 28, 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 $24,406
Calendar Return (%)
As of March 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 March 31, 2025
| Period | 1 mth | 3 mths | 6 mths | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|---|
| Fund | -0.05 | 3.72 | 5.34 | 15.93 | 7.53 | 12.96 | 5.46 |
| Quartile | 1 | 1 | 1 | 1 | 1 | 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:
$58.87 (05/07/2025)
Change: $0.44 (0.76%)
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 03/31/2025 with $10,000 CAD investment
Total returns performance
144.06%
Last price
$57.68 CAD
as of market close 03/31/2025
Value of $10,000 investment
$24,406.19 CAD
