Equitable Life Bissett 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 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, 2024
Top 10 Holdings (%)
As of December 31, 2024
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 $11,497
Calendar Return (%)
As of March 31, 2025
| Period | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 13.00 | 6.12 | -0.86 | 24.60 | -4.19 | 17.38 | -12.51 | 1.02 | 16.34 | -8.08 |
| Quartile | 4 | 4 | 1 | 2 | 4 | 3 | 4 | 4 | 2 | 4 |
Compound Return (%)
As of March 31, 2025
| Period | 1 mth | 3 mths | 6 mths | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|---|
| Fund | -1.72 | 0.80 | 1.71 | 8.16 | 3.72 | 12.04 | 4.64 |
| Quartile | 2 | 2 | 4 | 4 | 4 | 4 | 4 |
Fund Information
| Description | DSC |
|---|---|
| Pivotal Solutions II | EQU427 |
Other Fund Information
Product Availabilty
Pivotal Solutions II
Date of Inception:
September 2006
Net Asset Value per Unit:
$11.51 (05/07/2025)
Change: $0.08 (0.72%)
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 03/31/2025 with $10,000 CAD investment
Total returns performance
14.97%
Last price
$11.50 CAD
as of market close 03/31/2025
Value of $10,000 investment
$11,496.98 CAD
