(As of 8/31/2021)

Manulife Canadian Balanced Private Seg Pl MPIP

(Canadian Neutral Balanced)



2018
2017

FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(10/6/2014)
6.03 %
YTD Return 9.60 %
NAVPS
(9/17/2021)
$14.96
Change ($0.06) / -0.40 %
Growth of $10,000 (As of August 31, 2021)
MER 2.25 %
Assets ($mil) $301.88
Rank (1Yr) 283/945
Std Dev (3Yr) 10.04 %
Volatility Ranking (3Yr) 4/10
RRSP Eligibility Yes
Load Choice of Front or No Load
Max Front End 5.00 %
Max Back End -
Sales Status Open
 
Objective
The fundamental investment objective of the Pool is to seek to provide both current income and the potential for capital appreciation by investing in Canadian and foreign equity and fixed income securities.
Fund Manager

Manulife Asset Management Limited

Portfolio Manager

Alan Wicks, Manulife Asset Management Limited

Terry Carr, Manulife Asset Management Limited

Jonathan Popper, Manulife Asset Management Limited

Conrad Dabiet, Manulife Asset Management Limited

Richard Kos, Manulife Asset Management Limited

Sub-Advisor
Data not available
 
Asset Allocation
(As of July 31, 2021)
Sector Allocation
(As of July 31, 2021)
Geographic Allocation
(As of July 31, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
Manulife Canadian Balanced Private Pool AdvOtherMutual FundCanada0.00%
Canadian DollarCash and EquivalentsCash and Cash EquivalentCanada0.00%

Performance Data (As of August 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.83 6.05 10.70 9.60 13.71 6.96 6.25 -   
Benchmark 0.86 3.63 9.10 9.40 14.02 8.66 7.04 6.28
Quartile Ranking 1 1 1 1 2 2 1 -

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 6.39 13.03 -5.75 10.53 4.95 -0.25 -      -      -      -     
Benchmark 7.61 15.62 -4.30 6.22 11.97 -3.02 9.98 6.33 5.76 -0.43
Quartile Ranking 2 2 3 1 3 3 - - - -

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