(As of 4/30/2024)

Manulife Moderate Portfolio GIF Sel InvP

(Global Fixed Income Balanced)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2022
2021
2020



Inception Return
(5/23/2017)
2.33 %
YTD Return 0.99 %
NAVPS
(5/27/2024)
$11.96
Change $0.00 / 0.02 %
Growth of $10,000 (As of April 30, 2024)
MER 2.54 %
Assets ($mil) $243.50
Rank (1Yr) 133/309
Std Dev (3Yr) 6.95 %
Volatility Ranking (3Yr) 3/10
RRSP Eligibility Yes
Load Choice of Front or No Load
Max Front End 5.00 %
Max Back End 5.50 %
Sales Status Open
 
Objective
The fundamental investment objective of the Portfolio is to primarily achieve long-term growth consistent with capital preservation along with a secondary focus on income.
Fund Manager

Manulife Investment Management Limited

Portfolio Manager

James Robertson, Manulife Investment Management Limited

Sub-Advisor

Nathan Thooft, Manulife Investment Management (US) LLC

 
Asset Allocation
(As of March 31, 2024)
Sector Allocation
(As of March 31, 2024)
Geographic Allocation
(As of March 31, 2024)
Top 10 Holdings
NameAssetSectorGeographicPercent
Manulife Moderate Portfolio Advisor SeriesOtherMutual FundMulti-National0.00%
Canadian DollarCash and EquivalentsCash and Cash EquivalentCanada0.00%

Performance Data (As of April 30, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -1.74 1.17 8.62 0.99 3.73 0.26 2.17 -   
Benchmark -1.39 1.04 6.97 1.41 3.16 -0.13 1.36 4.08
Quartile Ranking 2 1 2 2 2 2 2 -

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 7.67 -10.92 4.10 7.54 11.55 -4.12 -      -      -      -     
Benchmark 6.74 -11.13 -0.49 9.09 6.30 5.53 3.81 0.39 16.91 11.35
Quartile Ranking 2 2 2 1 1 4 - - - -

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