(As of 1/31/2019)

Manulife Balanced Income Port GIF Sel

(Global Fixed Income Balanced)






FundGrade A+® Rating recipient
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Inception Return
(10/5/2009)
5.39 %
YTD Return 4.16 %
NAVPS
(2/14/2019)
$16.50
Change $0.04 / 0.24 %
Growth of $10,000 (As of January 31, 2019)
MER 2.41 %
Assets ($mil) -
Rank (1Yr) 221/250
Std Dev (3Yr) 5.67 %
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.
Management Co.
Manulife Investments
Managers
Steve Orlich, Steve Medina, Bob Boyda
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of January 31, 2019)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 4.16 1.08 -3.17 4.16 -2.04 4.03 3.95 -   
Benchmark -0.82 3.49 1.28 -0.82 4.63 2.79 6.25 6.01
Quartile Ranking 1 4 4 1 4 1 1 -

Calendar Return (%) 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund -5.41 7.90 3.59 4.54 6.51 10.43 5.46 -0.62 10.95 -     
Benchmark 5.53 3.81 0.39 16.91 11.35 10.49 4.94 5.08 2.36 -2.79
Quartile Ranking 4 1 2 1 3 1 3 3 1 -

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