(As of 8/31/2021)

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)
11.01 %
YTD Return 10.95 %
NAVPS
(9/17/2021)
$20.38
Change ($0.02) / -0.09 %
Growth of $10,000 (As of August 31, 2021)
MER 2.33 %
Assets ($mil) $73.84
Rank (1Yr) 239/974
Std Dev (3Yr) 12.99 %
Volatility Ranking (3Yr) 5/10
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 August 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.34 6.19 12.43 10.95 19.18 8.69 7.90 -   
Benchmark 3.03 7.98 9.54 10.09 17.70 10.80 10.61 11.99
Quartile Ranking 2 2 1 2 1 2 2 -

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 8.90 19.27 -7.58 14.03 1.94 23.09 -      -      -      -     
Benchmark 12.17 16.29 0.72 11.99 3.66 17.03 13.13 24.73 10.84 -2.08
Quartile Ranking 2 1 4 1 4 1 - - - -

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