(As of 9/30/2020)

Manulife Opportunities Bundle GIF Sel IncP v2.2 F

(Global Equity Balanced)



2019
2019
2019
2019
FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(1/14/2013)
8.05 %
YTD Return 1.00 %
NAVPS
(10/23/2020)
$18.17
Change $0.07 / 0.39 %
Growth of $10,000 (As of September 30, 2020)
MER 1.55 %
Assets ($mil) $0.00
Rank (1Yr) 466/919
Std Dev (3Yr) 9.53 %
Volatility Ranking (3Yr) 4/10
RRSP Eligibility Yes
Load No Load
Max Front End 0.00 %
Max Back End -
Sales Status Capped
 
Objective
The bundle is an investment solution that incorporates components from four Manulife Mutual Funds including two global equity funds, a Canadian equity fund, and a fixed income fund. Typically, this fund will maintain an asset mix of approximately 20% fixed income investments and 80% equities.
Management Co.
Managers
MFC Global Investment Management (Canada)
 
Asset Allocation
(As of August 31, 2020)
Sector Allocation
(As of August 31, 2020)
Geographic Allocation
(As of August 31, 2020)
Top 10 Holdings
NameAssetSectorGeographicPercent
Manulife Global Dividend Fund Advisor SeriesInternational EquityMutual FundMulti-National0.00%
Manulife Fundamental Equity Fund Advisor SeriesCanadian EquityMutual FundCanada0.00%
Manulife Corporate Bond Fund Advisor SeriesForeign BondsFixed IncomeNorth America0.00%
Manulife Strategic Income Fund Advisor SerForeign BondsFixed IncomeMulti-National0.00%
Canadian DollarCash and EquivalentsCash and Cash EquivalentCanada0.00%

Performance Data (As of September 30, 2020)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.01 4.81 15.26 1.00 4.04 6.69 6.98 -   
Benchmark -0.10 4.52 15.71 4.82 10.37 8.87 8.90 10.16
Quartile Ranking 1 2 3 2 3 1 1 -

Calendar Return (%) 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund 19.16 -2.16 8.45 6.50 8.33 10.51 -      -      -      -     
Benchmark 16.29 0.72 11.99 3.66 17.03 13.13 24.73 10.84 -2.08 6.37
Quartile Ranking 1 1 2 2 2 1 - - - -

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