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1. [pdf] Pivotal Select Fund Facts
2. About
3. Responsible investing classification on Equitable Life Pivotal Select funds

   Recently, the Canadian Investment Funds Standards Committee (CIFSC) classified responsible investing funds under its RI identification framework. The goal of the framework is to help investors and advisors identify and compare responsible investing funds.
   
   We’re pleased to share that the following funds have been assigned multiple responsible investment classifications:

   •   Equitable Life NASDAQ 100 ESG Index Fund Select

   •   Equitable Life S&P 500 ESG Index Fund Select

   •   Equitable Life S&P/TSX Composite ESG Index Fund Select

   •   Equitable Life ClearBridge Sustainable Global Infrastructure Income Fund Select

   •   Equitable Life Fidelity® Climate Leadership Balanced Fund Select

   •   Equitable Life Fidelity® Climate Leadership Fund Select

    

   You can find the new responsible investment classifications for our funds by visiting our Fund Information webpage. After selecting a fund with the “Sustainable Investment” icon, the classifications can be found on the right side of the webpage or fund profile PDF:

    
   ™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.
    

   Posted: June 26, 2023

4. Change to the Equitable Life Active Balanced Income Fund effective July 1, 2025 We’re making a small change to the Equitable Life Active Balanced Income Fund. The fund’s investment split was previously 50/50 between stocks (equities) and bonds (fixed income). As of July 1, the split changed to 40% stocks and 60% bonds.
   
   Clients invested in the Equitable Life Active Balanced Income Fund will be notified of this change via their statement.
   
   Why this change matters:
   This change ensures the three Equitable Life Active Balanced funds are better differentiated from each other, covering a wider range of client needs.

   Fund Name	Before July 1 Equities / Fixed Income	On and after July 1 Equities / Fixed Income
   Equitable Life Active Balanced Income Fund	50/50	40/60
   Equitable Life Active Balanced Fund	55/45	No change
   Equitable Life Active Balanced Growth Fund	70/30	No change

   
   The funds’ risk levels and investment categories remain the same.
   
    If you have any questions, feel free to reach out to your Director, Investment Sales.
   
   Date posted: July 28, 2025
5. Group - COVID-19 Group Benefits Updates

   As the coronavirus (COVID-19) continues to spread, it’s important that you have the most up-to-date information about how it impacts you, your clients and their plan members. To help, we have created a COVID-19 Updates page on EquiNet, our secure advisor site. There you will find links to past editions of our eNews, as well as the most up to date FAQ. Please check back often. We will continue to provide timely updates on any developments that impact our clients and their plan members or their benefits coverage.

   Open our EquiNet COVID-19 Updates page

6. How can I help to expedite the contracting process?
7. Can an advisor transfer their contract under another MGA?
8. Equitable receives FundGrade A awards for outstanding performance Equitable^® is thrilled to announce that several of our funds have received Fundata FundGrade A awards for their exceptional performance in the first half of 2025.
   
   The FundGrade rating system is a great tool for identifying top-performing funds. This recognition highlights our commitment to providing high-quality investment options to clients.
   
   And the winners are…
   The following funds from Equitable's lineup have received a FundGrade A rating this year:
   
   Pivotal Select:
   • Equitable Life NASDAQ 100 ESG Index Fund Select
   • Equitable Life Fidelity^® Climate Leadership Balanced Fund Select
   • Equitable Life Fidelity^® Global Innovators Fund Select
   
   Personal Investment Portfolio/Pivotal Solutions:
   • Equitable Life Invesco Global Bond Fund
   
   
   An enhanced fund performance page
   Equitable has also introduced several new features to our fund performance page to enhance user experience. These updates include:
   • Printable performance reports: Easily accessible and printable reports for detailed fund performance.
   • Equity and Fixed Income breakdowns: Detailed breakdowns by fund displayed on the Fund Details tab.
   • Fund Category display: Clear display of fund categories on the Fund Details tab.
   • Filter enhancements:
     • New “Risk Rating” filter.
     • New “U.S. Equity” filter.
     • Renamed “Domestic Equity” to “Canadian Equity”.
     • Moved “Index Funds” and “Portfolio Solutions” out of asset class filters into “Additional filters”.
   
   For more information on these funds and their performance, and to see the latest enhancements, visit our Fund Performance page.
   
   Questions? Contact your Director, Investment Sales.
   
   FundGrade A is used with permission from Fundata Canada Inc., all rights reserved.
   Date posted: June 10, 2025