(As of 5/31/2018)

Manulife Balanced Equity Private Seg Pool (FE)

(Global Equity Balanced)






FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(10/6/2014)
12.74 %
YTD Return 0.32 %
NAVPS
(6/21/2018)
$15.80
Change ($0.06) / -0.41 %
Growth of $10,000 (As of May 31, 2018)
MER 2.30 %
Assets ($mil) $29.94
Rank (1Yr) 289/860
Std Dev (3Yr) 8.32 %
Volatility Ranking (3Yr) 6/10
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 long-term total return by investing primarily in a diversified portfolio of global equity, fixed income and money market securities.
Management Co.
Manulife Asset Management Limited
Managers
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of May 31, 2018)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.72 -0.28 -0.02 0.32 3.18 8.59 -    -   
Benchmark 0.98 0.27 1.93 3.35 5.27 8.12 12.32 7.87
Quartile Ranking 3 3 2 2 2 1 - -

Calendar Return (%) 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Fund 14.03 1.94 23.09 -      -      -      -      -      -      -     
Benchmark 11.99 3.66 17.03 13.13 24.73 10.84 -2.08 6.37 10.29 -16.02
Quartile Ranking 1 4 1 - - - - - - -

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