(As of 12/31/2021)

Manulife Balanced Income Port GIF Sel

(Global Fixed Income Balanced)



2018


FundGrade A+® Rating recipient
For more information about
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Inception Return
(10/5/2009)
6.09 %
YTD Return 8.47 %
NAVPS
(1/25/2022)
$19.54
Change ($0.10) / -0.50 %
Growth of $10,000 (As of December 31, 2021)
MER 2.41 %
Assets ($mil) -
Rank (1Yr) 12/333
Std Dev (3Yr) 8.51 %
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, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.92 3.62 4.66 8.47 8.47 9.59 6.08 6.08
Benchmark -0.60 0.27 2.03 -0.49 -0.49 4.89 4.80 6.72
Quartile Ranking 1 1 1 1 1 1 1 1

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 8.47 6.85 13.57 -5.41 7.90 3.59 4.54 6.51 10.43 5.46
Benchmark -0.49 9.09 6.31 5.53 3.81 0.39 16.91 11.35 10.49 4.94
Quartile Ranking 1 2 1 4 1 2 1 2 2 3

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