(As of 2/28/2023)

Manulife U.S. Balanced Value Prv Seg Pool MPIP

(Global Neutral Balanced)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2021
2020
2019
2018



Inception Return
(4/30/2015)
5.48 %
YTD Return 1.09 %
NAVPS
(3/21/2023)
$15.38
Change $0.03 / 0.20 %
Growth of $10,000 (As of February 28, 2023)
MER 2.31 %
Assets ($mil) $400.13
Rank (1Yr) 959/1045
Std Dev (3Yr) 12.81 %
Volatility Ranking (3Yr) 5/10
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 February 28, 2023)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -1.55 -0.56 0.33 1.09 -6.56 5.59 5.90 -   
Benchmark -1.07 0.85 5.38 2.72 -4.07 2.83 3.77 7.40
Quartile Ranking 3 4 4 4 4 1 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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