(As of 4/30/2023)

Manulife Balanced Income Port GIF Sel

(Global Fixed Income Balanced)
FundGrade A+® Rating recipient
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2021
2018




Inception Return
(10/5/2009)
4.93 %
YTD Return 5.03 %
NAVPS
(5/29/2023)
$18.81
Change ($0.01) / -0.07 %
Growth of $10,000 (As of April 30, 2023)
MER 2.41 %
Assets ($mil) -
Rank (1Yr) 40/304
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 April 30, 2023)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.46 1.15 7.83 5.03 2.88 4.52 3.17 4.41
Benchmark 1.00 2.29 9.12 4.93 4.77 -1.23 2.15 5.14
Quartile Ranking 1 1 1 1 1 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 2 1 2 1 4 1 2 1 3 2

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