(As of 10/31/2023)

Manulife U.S. Balanced Value Prv Seg Pool MPIP

(Global Neutral Balanced)
FundGrade A+® Rating recipient
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2021
2020
2019
2018



Inception Return
(4/30/2015)
5.00 %
YTD Return 0.78 %
NAVPS
(12/1/2023)
$15.73
Change $0.07 / 0.44 %
Growth of $10,000 (As of October 31, 2023)
MER 2.31 %
Assets ($mil) $377.95
Rank (1Yr) 488/1035
Std Dev (3Yr) 12.81 %
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
Fund Manager
Data not available
Portfolio Manager
Data not available
Sub-Advisor
Data not available
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of October 31, 2023)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.70 -1.19 -2.59 0.78 3.10 2.21 5.82 -   
Benchmark 0.21 -2.95 -2.10 4.24 8.02 1.35 4.50 6.61
Quartile Ranking 1 1 1 2 2 2 1 -

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -18.36 21.12 15.04 19.60 -3.43 10.78 5.24 -      -      -     
Benchmark -11.62 6.48 11.12 12.26 2.68 8.66 2.39 17.05 12.44 18.86
Quartile Ranking 4 1 1 1 2 1 2 - - -

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