Changes to Equitable’s Universal Life fund names
Effective November 15, 2025, we changed the name of the funds being tracked for the following Equitable® linked interest options. These changes apply to both our current and legacy universal life solutions as indicated below.
Effective November 15, 2025, we changed the names of the following segregated funds tied to some of our legacy universal life products as indicated below.
Only the above funds’ names have changed. No fundamental changes have been made to the funds.
| Linked interest option | Current name of fund being tracked | New name of fund being tracked | Applicable insurance solutions |
|---|---|---|---|
| Canadian Bond | Equitable Life Active Canadian Bond Fund Internal Linked | Equitable Bond Internal Linked | Equitable GenerationsTM, Equation Generation® IV, EquiLife® and Equation Generation III |
| Canadian Balanced Portfolio | Equitable Life Active Balanced Portfolio Select | Equitable Balanced | Equitable Generations |
| Canadian | Equitable Generations, Equation Generation IV, EquiLife, Equation Generation III and Equation Generation II | ||
| Canadian Neutral Portfolio | Equitable Life Active Balanced Income Portfolio Select | Equitable Income | Equitable Generations |
| Global Equity Portfolio | Equitable Life Active Balanced Growth Portfolio Select | Equitable Growth |
Effective November 15, 2025, we changed the names of the following segregated funds tied to some of our legacy universal life products as indicated below.
| Current name of segregated fund | New name of segregated fund | Applicable products |
|---|---|---|
| Asset Allocation Fund | Equitable MFS Balanced | Equation and Direction 2000 Plus |
| Active Canadian Bond | Equitable Bond | |
| Canadian Stock Fund | Equitable MFS Canadian Equity Plus | |
| Money Market Fund | Equitable Money Market | |
| Accumulative Income Fund | Equitable MFS Canadian Fixed Income | Direction 2000 |
| Common Stock Fund | Equitable MFS Common Stock |
Only the above funds’ names have changed. No fundamental changes have been made to the funds.