(As of 8/31/2022)

Manulife Balanced Income Port GIF Sel

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





Inception Return
(10/5/2009)
4.69 %
YTD Return -12.32 %
NAVPS
(9/26/2022)
$17.51
Change ($0.11) / -0.64 %
Growth of $10,000 (As of August 31, 2022)
MER 2.41 %
Assets ($mil) -
Rank (1Yr) 184/340
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 August 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -2.00 -2.65 -6.80 -12.32 -11.33 1.48 2.53 4.45
Benchmark -1.82 -1.66 -9.49 -13.23 -14.43 -2.03 1.51 5.01
Quartile Ranking 2 3 2 3 3 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 6.30 5.53 3.81 0.39 16.91 11.35 10.48 4.94
Quartile Ranking 1 2 1 4 1 2 1 2 2 3

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