(As of 12/31/2021)

Manulife Fundamental Equity GIF Select InvP

(Canadian Focused Equity)



2019


FundGrade A+® Rating recipient
For more information about
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Inception Return
(10/5/2009)
9.18 %
YTD Return 27.07 %
NAVPS
(1/19/2022)
$28.26
Change ($0.23) / -0.81 %
Growth of $10,000 (As of December 31, 2021)
MER 2.69 %
Assets ($mil) $73.39
Rank (1Yr) 24/511
Std Dev (3Yr) 13.05 %
Volatility Ranking (3Yr) 6/10
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End 5.00 %
Max Back End 5.50 %
Sales Status Open
 
Objective
Income and long-term capital growth. The Fund will invest primarily in a diversified portfolio of dividend-paying Canadian common and preferred shares.
Fund Manager

Manulife Investment Management Limited

Portfolio Manager

Alan Wicks, Manulife Asset Management Limited

Sub-Advisor
Data not available
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of December 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 4.78 9.65 10.13 27.07 27.07 19.62 12.54 10.32
Benchmark 3.01 6.29 6.65 21.76 21.76 16.74 10.36 10.25
Quartile Ranking 2 1 1 1 1 1 1 1

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 27.07 8.57 24.06 -3.75 9.61 8.52 0.81 12.68 18.29 1.46
Benchmark 21.76 7.58 21.45 -7.15 10.80 14.44 -0.77 10.97 18.57 8.52
Quartile Ranking 1 2 1 1 2 3 1 1 3 4

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