(As of 4/30/2021)

Manulife Balanced Income Port GIF Sel

(Global Fixed Income Balanced)






FundGrade A+® Rating recipient
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Inception Return
(10/5/2009)
5.83 %
YTD Return 1.38 %
NAVPS
(5/14/2021)
$19.15
Change $0.11 / 0.56 %
Growth of $10,000 (As of April 30, 2021)
MER 2.41 %
Assets ($mil) -
Rank (1Yr) 28/267
Std Dev (3Yr) 8.88 %
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 April 30, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.38 1.89 7.77 1.38 14.54 5.44 5.92 5.01
Benchmark -0.23 -3.35 -2.16 -3.90 -0.22 4.82 5.10 6.82
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 3 2 3 3

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