(As of 4/30/2024)

Manulife Fundamental Balanced Cls GIF Sel Orig75

(Canadian Equity Balanced)
FundGrade A+® Rating recipient
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Inception Return
(5/4/2020)
8.42 %
YTD Return 3.11 %
NAVPS
(5/24/2024)
$14.05
Change $0.02 / 0.13 %
Growth of $10,000 (As of April 30, 2024)
MER 2.67 %
Assets ($mil) $136.15
Rank (1Yr) 41/599
Std Dev (3Yr) -
Volatility Ranking (3Yr) 5/10
RRSP Eligibility Yes
Load Choice of Front or No Load
Max Front End 5.00 %
Max Back End 5.50 %
Sales Status Partially Open
 
Objective
The Manulife Fundamental Balanced Class fund seeks to provide long-term total return by investing primarily in a diversified portfolio of Canadian equity, fixed income and money market securities.
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 April 30, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -2.89 2.15 11.62 3.11 8.95 5.67 -    -   
Benchmark -1.85 2.59 13.66 2.67 6.31 5.18 6.74 5.97
Quartile Ranking 4 1 2 1 1 1 - -

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 11.87 -6.54 17.05 -      -      -      -      -      -      -     
Benchmark 10.48 -7.12 17.62 6.85 18.83 -6.34 7.50 15.95 -5.39 10.25
Quartile Ranking 1 2 1 - - - - - - -

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