(As of 1/31/2018)

Manulife U.S. Balanced Private Seg Pool (FE)

(Global Neutral Balanced)






FundGrade A+® Rating recipient
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Inception Return
(10/6/2014)
9.29 %
YTD Return 0.64 %
NAVPS
(2/22/2018)
$13.28
Change $0.01 / 0.10 %
Growth of $10,000 (As of January 31, 2018)
MER 2.29 %
Assets ($mil) $72.55
Rank (1Yr) 119/726
Std Dev (3Yr) 6.76 %
Volatility Ranking (3Yr) 4/10
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 generate income and capital appreciation primarily through exposure to a diversified portfolio primarily consisting of dividend paying equity and fixed income securities. The Pool will also invest its assets in equity, fixed income, mutual fund or exchange-traded fund securities.
Management Co.
Manulife Asset Management Limited
Managers
Emory (Sandy) W. Sanders, Walter McCormick, Daniel S. Janis III, Thomas C. Goggins, Dennis F. McCafferty
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of January 31, 2018)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.64 1.83 5.26 0.64 9.88 7.29 -    -   
Benchmark 1.36 1.18 6.93 1.36 11.29 6.69 11.44 7.45
Quartile Ranking 2 1 2 2 1 1 - -

Calendar Return (%) 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Fund 9.43 9.07 5.09 -      -      -      -      -      -      -     
Benchmark 8.66 2.39 17.05 12.44 18.86 8.49 0.80 4.85 4.96 -5.06
Quartile Ranking 1 1 2 - - - - - - -

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