Sign In



Forgot Username / Password
EquiNet Support Form
Register Me Now
New to this website?

Register now to help support your clients, manage your business and learn more about the products, services and support from Equitable Life.
Print this Page

Cliquez ici pour la version française

 

Fund changes coming to Equitable Life this April

On April 1, 2019, Equitable Life® will be updating some of the fund names on its segregated fund lineup. Equitable will also be making underlying fund changes to one fund in the Pivotal Solutions™ lineup and two funds in the Pivotal Select™ lineup.   

 

Pivotal Select Fund Name Changes

The chart lists the Pivotal Select funds affected. These fund name changes are the result of changes to the name of the underlying fund.

Current Segregated Fund Name

New Segregated Fund Name on April 1, 2019

Equitable Life Trimark Diversified Yield Fund Select

Equitable Life Invesco Diversified Yield Fund Select

Equitable Life Trimark Europlus Fund Select

Equitable Life Invesco Europlus Fund Select

Equitable Life Trimark Global Balanced Fund Select

Equitable Life Invesco Global Balanced Fund Select

Equitable Life Trimark Fund Select

Equitable Life Invesco Global Companies Fund Select

Equitable Life Trimark International Companies Fund Select

Equitable Life Invesco International Companies Fund Select

Equitable Life Mackenzie Canadian All Cap Balanced Fund Select

Equitable Life Mackenzie Canadian Growth Balanced Fund Select

Equitable Life Canadian Equity Value Fund Select

Equitable Life Low Volatility Canadian Equity Fund Select

 

Pivotal Select Underlying Fund Changes

Equitable Life Mackenzie Corporate Bond Fund Select will change its underlying fund to the Mackenzie Unconstrained Fixed Income Fund and be renamed to the Equitable Life Mackenzie Unconstrained Fixed Income Fund Select.  Due to the change in investment objective of the underlying fund, we have notified affected policy owners of their opportunity to remain in this segregated fund or transfer those funds.

Equitable Life Templeton Global Bond Fund Select will change its underlying fund to the Invesco Global Bond Fund and be renamed the Equitable Life Invesco Global Bond Fund Select.  The investment objective of the new underlying fund is substantially similar to the investment objective of the current underlying fund. Details regarding the new underlying funds can be found  here.

 

Pivotal Solutions Fund Name Changes

The chart lists the Pivotal Solutions funds affected. These fund name changes are the result of changes to the name of the underlying fund. 

Current Segregated Fund Name

New Segregated Fund Name as of April 1, 2019

Equitable Life Dynamic Far East Value Fund

Equitable Life Dynamic Asia Pacific Equity Fund

Equitable Life Trimark Diversified Yield Fund

Equitable Life Invesco Diversified Yield Fund

Equitable Life Trimark Europlus Fund

Equitable Life Invesco Europlus Fund

Equitable Life Trimark Global Balanced Fund

Equitable Life Invesco Global Balanced Fund

Equitable Life Trimark International Companies Fund

Equitable Life Invesco International Companies Fund

Equitable Life Mackenzie Canadian All Cap Balanced Fund

Equitable Life Mackenzie Canadian Growth Balanced Fund

Equitable Life Canadian Equity Value Fund

Equitable Life Low Volatility Canadian Equity Fund

 

Pivotal Solutions Underlying Fund Change

Equitable Life Templeton Global Bond Fund will change its underlying fund to the Invesco Global Bond Fund and be renamed the Equitable Life Invesco Global Bond Fund.  The investment objective of the new underlying fund is substantially similar to the investment objective of the current underlying fund. Details regarding the new underlying fund can be found  here.

 

With these changes, we have maintained the many choices in our segregated fund lineup for you and your clients. For any questions on these changes contact your Regional Investment Sales Manager for more information.