(As of 3/31/2018)

Manulife Balanced Income Private Seg Pool (FE)

(Global Fixed Income Balanced)






FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(10/6/2014)
3.89 %
YTD Return -1.29 %
NAVPS
(4/19/2018)
$11.42
Change ($0.03) / -0.27 %
Growth of $10,000 (As of March 31, 2018)
MER 2.20 %
Assets ($mil) $64.96
Rank (1Yr) 41/235
Std Dev (3Yr) 4.84 %
Volatility Ranking (3Yr) 3/10
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 as a secondary objective, to provide the potential for long term capital appreciation by investing its assets in Canadian and/or global fixed income and/or equity, mutual fund or exchange-traded fund securities.
Management Co.
Manulife Asset Management Limited
Managers
Bob Boyda, Steve Medina
 
Allocations
Data not available
Top 10 Holdings
Data not available

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 -0.87 -1.29 1.12 -1.29 2.87 3.12 -    -   
Benchmark 0.92 3.60 6.17 3.60 5.23 5.12 8.69 6.15
Quartile Ranking 4 4 3 4 1 1 - -

Calendar Return (%) 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Fund 7.72 8.05 -1.10 -      -      -      -      -      -      -     
Benchmark 3.81 0.39 16.91 11.35 10.49 4.94 5.08 2.36 -2.79 13.39
Quartile Ranking 1 1 4 - - - - - - -

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