(As of 12/31/2021)

Manulife Balanced Equity Private Seg Pool MPIP

(Global Equity Balanced)



2018
2017

FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(10/6/2014)
10.60 %
YTD Return 11.82 %
NAVPS
(1/27/2022)
$19.11
Change $0.01 / 0.04 %
Growth of $10,000 (As of December 31, 2021)
MER 2.33 %
Assets ($mil) $79.87
Rank (1Yr) 480/1043
Std Dev (3Yr) 12.18 %
Volatility Ranking (3Yr) 6/10
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 December 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.55 4.29 4.08 11.82 11.82 13.25 8.89 -   
Benchmark 1.83 4.25 5.65 11.33 11.33 13.25 10.38 12.01
Quartile Ranking 4 2 3 2 2 1 1 -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 11.82 8.90 19.27 -7.58 14.03 1.93 23.09 -      -      -     
Benchmark 11.33 12.17 16.29 0.72 11.99 3.66 17.03 13.13 24.73 10.84
Quartile Ranking 2 2 1 4 1 4 1 - - -

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