(As of 12/31/2022)

Manulife Balanced Income Port GIF Sel

(Global Fixed Income Balanced)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2021
2018




Inception Return
(10/5/2009)
4.66 %
YTD Return -11.30 %
NAVPS
(2/6/2023)
$19.00
Change ($0.08) / -0.42 %
Growth of $10,000 (As of December 31, 2022)
MER -
Assets ($mil) -
Rank (1Yr) 162/317
Std Dev (3Yr) 8.75 %
Volatility Ranking (3Yr) 3/10
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End 5.00 %
Max Back End 5.50 %
Sales Status Open
 
Objective
Long-term capital growth and increased foreign content exposure. The Portfolio is a strategic asset allocation portfolio. It invests its assets in mutual funds, focusing on Canadian and foreign equity funds. It will typically maintain an asset mix of approximately 20% fixed-income investments and 80% equities.
Fund Manager

Manulife Investment Management Limited

Portfolio Manager

Steve Orlich, Manulife Asset Management Limited

Steve Medina, Manulife Asset Management Limited

Sub-Advisor

Bob Boyda, Manulife Asset Management (US) LLC

 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of December 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -1.99 4.81 3.28 -11.30 -11.30 0.93 2.01 4.26
Benchmark -0.73 4.34 3.36 -11.13 -11.13 -1.19 1.59 4.96
Quartile Ranking 3 1 1 3 3 1 1 1

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -11.30 8.47 6.85 13.57 -5.41 7.90 3.59 4.54 6.51 10.43
Benchmark -11.13 -0.49 9.09 6.30 5.53 3.81 0.39 16.91 11.35 10.48
Quartile Ranking 3 1 2 1 4 1 2 1 3 2

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