Inception Return
(10/6/2014)
|
14.18 %
|
|
YTD Return
|
-0.10 %
|
|
NAVPS
(4/19/2018)
|
$15.95
|
|
Change
|
$0.03 / 0.19 %
|
|
|
Growth of $10,000
(As of March 31, 2018)
|
|
MER
|
2.40 %
|
|
Assets ($mil)
|
$22.53
|
|
Rank (1Yr)
|
100/701
|
|
Std Dev (3Yr)
|
13.84 %
|
|
Volatility Ranking (3Yr)
|
10/10
|
|
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 capital appreciation by investing primarily in equity securities of U.S. companies of all sizes.
|
Management Co.
Manulife Asset Management Limited
Managers
Emory (Sandy) W. Sanders, Walter McCormick
|
Allocations
Data not available
Top 10 Holdings
Performance Data
(As of March 31, 2018)
|
|
Return (%)
|
Annualized Return (%)
|
|
Return
|
1
Mth
|
3
Mth
|
6
Mth
|
YTD
|
1
Yr
|
3
Yr
|
5
Yr
|
10
Yr
|
|
Fund
|
-2.37
|
-0.10
|
6.29
|
-0.10
|
15.71
|
10.86
|
-
|
-
|
|
Benchmark
|
-1.90
|
2.00
|
9.35
|
2.00
|
10.52
|
11.36
|
18.81
|
12.03
|
|
Quartile Ranking
|
4
|
3
|
3
|
3
|
1
|
1
|
-
|
-
|
|
Calendar Return (%)
|
2017
|
2016
|
2015
|
2014
|
2013
|
2012
|
2011
|
2010
|
2009
|
2008
|
|
Fund
|
22.86
|
8.92
|
10.38
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
|
Benchmark
|
13.80
|
8.65
|
20.77
|
24.19
|
41.93
|
13.16
|
4.41
|
8.81
|
9.34
|
-23.08
|
|
Quartile Ranking
|
1
|
1
|
3
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|