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Looking for more fund information, we’ve got you covered – not just at purchase, but in the years to come too. Fund facts are typically refreshed annually to provide updates to returns and holdings information. The most recently released version is always available here. 

Looking for more information on fund performance? We’ve got that too. Monthly fund returns are always available on our website. Simply click here to see the latest returns for your funds.

If you’re looking for detailed information on your investment account, including holdings, market value, and policy information, simply sign-up and login to your Equitable Client Access account. Creating an account is easy and you can access your information right away. If you have any questions or would like some assistance setting up your Equitable Client Access account, please contact our customer service team at 1.800.668.4095.

FOR MORE INFORMATION
This summary may not contain all the information you need. Please read the Contract and Information Folder.

The Equitable Life Insurance Company of Canada
One Westmount Road North
Waterloo, Ontario N2J 4C7
Phone: 519.886.5210 Toll-free: 1.800.668.4095
E-mail: customer-service@equitable.ca
Website: www.equitable.ca

 

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Information & Resources

Prudent Investment Management Providing Competitive and Consistent Returns

Fund Managers and Applicable Risk

Investment Risk Terminology

Fund Costs

 

PIVOTAL SELECT™ Fund Facts
Effective June 7, 2021 (Financial information and performance as of December 31, 2020)

 

Money Market

Equitable Life Money Market Fund Select

 

Fixed Income

Equitable Life Active Canadian Bond Fund Select

Equitable Life Invesco Global Bond Fund Select

Equitable Life Mackenzie Unconstrained Fixed Income Fund Select

 

Balanced 

Equitable Life Bissett Monthly Income and Growth Fund Select

Equitable Life Dynamic U.S. Monthly Income Fund Select

Equitable Life Dynamic Value Balanced Fund Select

Equitable Life Invesco Global Balanced Fund Select

Equitable Life Mackenzie Canadian Growth Balanced Fund Select

Equitable Life Mackenzie Global Strategic Income Fund Select

Equitable Life Mackenzie Income Fund Select

Equitable Life Mackenzie Ivy Canadian Balanced Fund Select

Equitable Life Mackenzie Ivy Global Balanced Fund Select

 

Domestic Equities

Equitable Life Bissett Canadian Equity Fund Select

Equitable Life Bissett Dividend Income Fund Select

Equitable Life Canadian Stock Fund Select

Equitable Life Dynamic Equity Income Fund Select

Equitable Life Fidelity® Special Situations Fund Select

Equitable Life Low Volatility Canadian Equity Fund Select

 

Foreign Equities

Equitable Life Dynamic American Fund Select

Equitable Life Dynamic Global Discovery Fund Select

Equitable Life Invesco Europlus Fund Select

Equitable Life Invesco Global Companies Fund Select

Equitable Life Invesco International Companies Fund Select

 

Portfolio Funds

Equitable Life Active Balanced Growth Portfolio Select

Equitable Life Active Balanced Income Portfolio Select

Equitable Life Active Balanced Portfolio Select

Equitable Life Fidelity® Tactical Asset Allocation Balanced Portfolio Select

Equitable Life Fidelity® Tactical Asset Allocation Growth Portfolio Select

Equitable Life Fidelity® Tactical Asset Allocation Income Portfolio Select

Equitable Life Quotential Balanced Growth Portfolio Select

Equitable Life Quotential Balanced Income Portfolio Select

Equitable Life Quotential Diversified Equity Portfolio Select

Equitable Life Quotential Diversified Income Portfolio Select

Equitable Life Quotential Growth Portfolio Select

 

The Fund Facts information is accurate and complies with the requirements of applicable guidelines relating to individual variable insurance contracts as of the date it was prepared. If there is an error in the Fund Facts information outlined above, Equitable Life will use reasonable measures to correct the error but you will not be entitled to specific performance under the Policy. Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value.

® ™ denotes a trademark of The Equitable Life Insurance Company of Canada. Fidelity is a registered trademark of 483A
Bay Street Holdings LP. Used with permission.

 

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