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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