(As of 10/31/2022)

Manulife Canadian Balanced Private Seg Pl MPIP

(Canadian Neutral Balanced)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2018
2017




Inception Return
(10/6/2014)
3.93 %
YTD Return -11.37 %
NAVPS
(12/2/2022)
$14.12
Change $0.03 / 0.19 %
Growth of $10,000 (As of October 31, 2022)
MER 2.26 %
Assets ($mil) $330.64
Rank (1Yr) 627/1023
Std Dev (3Yr) 9.75 %
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 September 30, 2022)
Sector Allocation
(As of September 30, 2022)
Geographic Allocation
(As of September 30, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Manulife Canadian Balanced Private Pool AdvOtherMutual FundCanada0.00%
Canadian DollarCash and EquivalentsCash and Cash EquivalentCanada0.00%

Performance Data (As of October 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.42 -2.51 -2.25 -11.37 -9.34 2.78 3.14 -   
Benchmark 2.61 -2.08 -3.96 -8.85 -7.21 3.80 4.20 5.12
Quartile Ranking 2 2 1 3 3 2 1 -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 12.69 6.39 13.03 -5.75 10.53 4.95 -0.25 -      -      -     
Benchmark 11.90 7.61 15.62 -4.30 6.22 11.97 -3.02 9.98 6.33 5.76
Quartile Ranking 1 2 2 3 1 3 4 - - -

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