Inception Return
(10/6/2014)
|
4.91 %
|
|
YTD Return
|
-2.00 %
|
|
NAVPS
(4/19/2018)
|
$11.76
|
|
Change
|
($0.05) / -0.40 %
|
|
|
Growth of $10,000
(As of March 31, 2018)
|
|
MER
|
2.24 %
|
|
Assets ($mil)
|
$35.36
|
|
Rank (1Yr)
|
20/661
|
|
Std Dev (3Yr)
|
4.52 %
|
|
Volatility Ranking (3Yr)
|
2/10
|
|
RRSP Eligibility
|
Yes
|
|
Load
|
Front Fee Only
|
|
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.
|
Management Co.
Manulife Asset Management Limited
Managers
Alan Wicks, Terry Carr, Jonathan Popper, Conrad Dabiet, Richard Kos
|
Allocations
Data not available
Top 10 Holdings
Performance Data
(As of March 31, 2018)
|
|
Return (%)
|
Annualized Return (%)
|
|
Return
|
1
Mth
|
3
Mth
|
6
Mth
|
YTD
|
1
Yr
|
3
Yr
|
5
Yr
|
10
Yr
|
|
Fund
|
-0.83
|
-2.00
|
2.73
|
-2.00
|
5.25
|
3.29
|
-
|
-
|
|
Benchmark
|
0.35
|
-2.43
|
0.98
|
-2.43
|
1.75
|
2.86
|
5.20
|
4.70
|
|
Quartile Ranking
|
4
|
3
|
1
|
3
|
1
|
1
|
-
|
-
|
|
Calendar Return (%)
|
2017
|
2016
|
2015
|
2014
|
2013
|
2012
|
2011
|
2010
|
2009
|
2008
|
|
Fund
|
10.53
|
4.95
|
-0.25
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
|
Benchmark
|
6.22
|
11.97
|
-3.02
|
9.98
|
6.33
|
5.76
|
-0.43
|
12.97
|
21.19
|
-16.88
|
|
Quartile Ranking
|
1
|
3
|
3
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|