(As of 3/31/2024)

Manulife Balanced Equity Private Seg Pool MPIP

(Global Equity Balanced)
FundGrade A+® Rating recipient
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2018
2017




Inception Return
(10/6/2014)
8.31 %
YTD Return 6.01 %
NAVPS
(4/19/2024)
$20.63
Change ($0.02) / -0.11 %
Growth of $10,000 (As of March 31, 2024)
MER 2.33 %
Assets ($mil) $123.45
Rank (1Yr) 407/937
Std Dev (3Yr) 12.64 %
Volatility Ranking (3Yr) 7/10
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 long-term total return by investing primarily in a diversified portfolio of global equity, fixed income and money market securities.
Fund Manager

Manulife Asset Management Limited

Portfolio Manager

Manulife Asset Management Limited

Sub-Advisor
Data not available
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of March 31, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.05 6.01 14.94 6.01 12.23 4.53 6.03 -   
Benchmark 2.30 7.76 16.43 7.76 17.03 6.28 8.09 8.79
Quartile Ranking 3 3 1 3 2 2 2 -

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 17.74 -17.58 11.82 8.90 19.27 -7.58 14.03 1.93 23.09 -     
Benchmark 15.07 -12.03 11.33 12.17 16.29 0.72 11.99 3.66 17.03 13.13
Quartile Ranking 1 4 2 2 1 4 1 4 1 -

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