(As of 1/31/2020)

Manulife RetirementPlus Strategic Balanced Yield E

(Global Neutral Balanced)



2019
2019
2019
2019
FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(10/28/2013)
8.28 %
YTD Return 0.32 %
NAVPS
(2/19/2020)
$16.87
Change $0.03 / 0.16 %
Growth of $10,000 (As of January 31, 2020)
MER 2.04 %
Assets ($mil) $3.35
Rank (1Yr) 43/1171
Std Dev (3Yr) 7.79 %
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 January 31, 2020)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.32 4.25 5.26 0.32 13.88 6.00 6.28 -   
Benchmark 1.48 3.72 6.12 1.48 12.65 8.70 6.98 8.89
Quartile Ranking 4 1 1 4 1 2 1 -

Calendar Return (%) 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund 20.61 -10.10 9.81 9.77 6.00 13.50 -      -      -      -     
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 - - - -

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