(As of 6/30/2021)

Manulife Balanced Income Port GIF Sel

(Global Fixed Income Balanced)






FundGrade A+® Rating recipient
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Inception Return
(10/5/2009)
5.95 %
YTD Return 3.64 %
NAVPS
(7/29/2021)
$20.00
Change ($0.01) / -0.07 %
Growth of $10,000 (As of June 30, 2021)
MER 2.41 %
Assets ($mil) -
Rank (1Yr) 23/316
Std Dev (3Yr) 8.93 %
Volatility Ranking (3Yr) 3/10
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End 5.00 %
Max Back End 5.50 %
Sales Status Open
 
Objective
Long-term capital growth and increased foreign content exposure. The Portfolio is a strategic asset allocation portfolio. It invests its assets in mutual funds, focusing on Canadian and foreign equity funds. It will typically maintain an asset mix of approximately 20% fixed-income investments and 80% equities.
Management Co.
Manulife Investment Management Limited
Managers
  • Steve Orlich, Manulife Asset Management Limited
  • Bob Boyda, Manulife Asset Management (US) LLC
  • Steve Medina, Manulife Asset Management Limited
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of June 30, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.05 3.65 3.64 3.64 12.21 5.72 5.96 5.41
Benchmark 2.35 1.26 -2.47 -2.47 0.31 4.74 4.45 6.89
Quartile Ranking 1 1 1 1 1 1 1 1

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 6.85 13.57 -5.41 7.90 3.59 4.54 6.51 10.43 5.46 -0.62
Benchmark 9.09 6.31 5.53 3.81 0.39 16.91 11.35 10.49 4.94 5.08
Quartile Ranking 2 1 4 1 2 1 2 2 3 3

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