(As of 12/31/2019)

Manulife RetirementPlus Strategic Balanced Yield

(Global Neutral Balanced)



2017
2016

FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(10/28/2013)
7.50 %
YTD Return 19.71 %
NAVPS
(1/17/2020)
$15.94
Change $0.04 / 0.24 %
Growth of $10,000 (As of December 31, 2019)
MER 2.79 %
Assets ($mil) $82.52
Rank (1Yr) 11/1169
Std Dev (3Yr) 7.78 %
Volatility Ranking (3Yr) 5/10
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End 5.00 %
Max Back End 5.50 %
Sales Status Open
 
Objective
The Fund seeks to provide a combination of income and capital appreciation by investing primarily in a diversified portfolio of dividend paying equity securities and fixed income securities.
Management Co.
Manulife Investment Management Limited
Managers
Daniel S. Janis III, Thomas C. Goggins, Dennis F. McCafferty, Emory (Sandy) W. Sanders, Kisoo Park, Michael J. Mattioli, Christopher Chapman
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of December 31, 2019)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.07 4.94 5.98 19.71 19.71 5.17 5.89 -   
Benchmark 0.31 3.36 5.09 12.26 12.26 7.79 8.46 8.69
Quartile Ranking 1 1 1 1 1 2 1 -

Calendar Return (%) 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund 19.71 -10.78 8.91 8.87 5.14 12.56 -      -      -      -     
Benchmark 12.26 2.68 8.66 2.39 17.05 12.44 18.86 8.49 0.80 4.85
Quartile Ranking 1 4 1 1 2 1 - - - -

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use .
BofA Merill Lynch Indices used with permission.
© 2014 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us .