(As of 11/30/2019)

Manulife Balanced Income Port GIF Sel

(Global Fixed Income Balanced)






FundGrade A+® Rating recipient
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Inception Return
(10/5/2009)
5.82 %
YTD Return 13.43 %
NAVPS
(12/10/2019)
$17.69
Change $0.00 / -0.01 %
Growth of $10,000 (As of November 30, 2019)
MER 2.41 %
Assets ($mil) -
Rank (1Yr) 39/444
Std Dev (3Yr) 5.56 %
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 Investment Management Limited
Managers
Steve Orlich, Steve Medina, Bob Boyda
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of November 30, 2019)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.76 2.70 4.86 13.43 9.92 5.37 4.50 5.69
Benchmark 0.25 0.01 2.44 6.50 9.13 5.28 6.64 6.35
Quartile Ranking 1 1 1 1 1 1 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 4 1 -

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