Global Equity Portfolio
Currently tracking Equitable Life Active Balanced Growth Portfolio SelectJanuary 31, 2025
Fund Overview
The objective of the fund seeks to maximize long-term capital appreciation by investing in a diversified portfolio comprised primarily of fixed income, equity and real estate related instruments. The portfolio, at times, may assume limited exposures to commodity related investments or other alternative asset classes.
Risk Rating
This fund's risk rating is Low to Medium
As of December 31, 2024
Top 10 Holdings (%)
As of December 31, 2024
Growth of $10,000
As of January 31, 2025
For the period 01/31/2015 through 01/31/2025 with $10,000 CAD investment, The value of the investment would be $16,137
Calendar Return (%)
As of January 31, 2025
Period | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
---|---|---|---|---|---|---|---|---|---|---|
Fund | 13.51 | 10.58 | -11.45 | 13.27 | 3.19 | 15.11 | -6.32 | 7.93 | 4.59 | -0.76 |
Compound Return (%)
As of January 31, 2025
Period | 1 mth | 3 mths | 6 mths | 1 yr | 3 yr | 5 yr | 10 yr |
---|---|---|---|---|---|---|---|
Fund | 2.84 | 4.72 | 7.22 | 16.31 | 5.64 | 5.76 | 4.73 |
Product | Current annual LIO admin fee | Maximum annual LIO admin fee |
---|---|---|
Equitable Generations | 0.00 % | 0.00 % |
Other Fund Information
Product Availabilty
Equitable Generations™
Date of Inception:
September 2013
Estimated Management
Expense Ratio (MER)*:
2.54%
Fund Category
Global Equity Balanced
Portfolio Manager
The Equitable Life Insurance Company of Canada
Investment Style
Equity
Market Capitalization: Large
Fund Style: Growth
Fixed Income
Duration: Mid
Credit Rating: Med
Performance Chart
Summary
For the period 01/31/2015 through 01/31/2025 with $10,000 CAD investment
Total returns performance
61.37%
Value of $10,000 investment
$16,137.29 CAD