(As of 6/30/2024)

Manulife Balanced Income Port GIF Sel

(Global Fixed Income Balanced)
FundGrade A+® Rating recipient
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2022
2021
2018



Inception Return
(10/5/2009)
5.03 %
YTD Return 4.29 %
NAVPS
(7/12/2024)
$20.94
Change $0.10 / 0.49 %
Growth of $10,000 (As of June 30, 2024)
MER 2.41 %
Assets ($mil) -
Rank (1Yr) 60/319
Std Dev (3Yr) 8.75 %
Volatility Ranking (3Yr) 4/10
RRSP Eligibility Yes
Load Choice of Front or No Load
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 June 30, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.31 0.09 4.29 4.29 8.55 1.50 3.61 3.97
Benchmark 1.45 0.83 3.69 3.69 8.45 0.12 1.82 4.40
Quartile Ranking 4 4 1 1 1 1 1 1

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 8.01 -11.30 8.47 6.85 13.57 -5.41 7.90 3.59 4.54 6.51
Benchmark 6.74 -11.13 -0.49 9.09 6.30 5.53 3.81 0.39 16.91 11.35
Quartile Ranking 2 2 1 2 1 4 1 2 1 3

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