(As of 12/31/2022)

Manulife Balanced Equity Private Seg Pool MPIP

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




Inception Return
(10/6/2014)
6.72 %
YTD Return -17.58 %
NAVPS
(2/6/2023)
$18.58
Change ($0.11) / -0.60 %
Growth of $10,000 (As of December 31, 2022)
MER 2.32 %
Assets ($mil) $99.85
Rank (1Yr) 912/978
Std Dev (3Yr) 12.64 %
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, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -3.30 7.75 3.67 -17.58 -17.58 0.12 2.04 -   
Benchmark -2.54 7.23 6.38 -12.03 -12.03 3.18 5.17 9.45
Quartile Ranking 3 1 3 4 4 4 3 -

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -17.58 11.82 8.90 19.27 -7.58 14.03 1.93 23.09 -      -     
Benchmark -12.03 11.33 12.17 16.29 0.72 11.99 3.66 17.03 13.13 24.73
Quartile Ranking 4 2 2 1 4 1 4 1 - -

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