Equitable Life Dynamic Power Global Growth Fund B
March 31, 2025
Fund Overview
The objective of the segregated fund is to invest in units of the Dynamic Power Global Growth Class or a substantially similar fund. The underlying fund objective is to provide long-term capital growth through investment in a broadly diversified portfolio consisting primarily of equity securities of businesses based outside of Canada.
Risk Rating
This fund's risk rating is High
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 $41,873
Calendar Return (%)
As of March 31, 2025
Period | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 29.80 | 15.98 | -51.20 | 1.62 | 92.39 | 18.61 | -17.08 | 51.88 | -13.02 | 23.28 |
Quartile | 1 | 1 | 4 | 4 | 1 | 2 | 4 | 1 | 4 | 1 |
Compound Return (%)
As of March 31, 2025
Period | 1 mth | 3 mths | 6 mths | 1 yr | 3 yr | 5 yr | 10 yr |
---|---|---|---|---|---|---|---|
Fund | -13.18 | -11.08 | 2.92 | 5.90 | -5.63 | 4.83 | 5.55 |
Quartile | 4 | 4 | 2 | 4 | 4 | 4 | 3 |
Fund Information
Description | DSC |
---|---|
Pivotal Solutions II | EQU429 |
Other Fund Information
Product Availabilty
Pivotal Solutions II
Date of Inception:
September 2006
Net Asset Value per Unit:
$42.13 (05/07/2025)
Change: $0.23 (0.54%)
Estimated Management
Expense Ratio (MER)†:
3.58%
Fund Category
Global Equity
Portfolio Manager
1832 Asset Management L.P.
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
318.73%
Last price
$41.87 CAD
as of market close 03/31/2025
Value of $10,000 investment
$41,873.04 CAD