(As of 3/31/2021)

Manulife Fundamental Equity GIF Select InvP

(Canadian Focused Equity)



2019


FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(10/5/2009)
8.15 %
YTD Return 6.69 %
NAVPS
(5/4/2021)
$25.61
Change ($0.09) / -0.37 %
Growth of $10,000 (As of March 31, 2021)
MER 2.69 %
Assets ($mil) $59.90
Rank (1Yr) 395/477
Std Dev (3Yr) 13.70 %
Volatility Ranking (3Yr) 6/10
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End 5.00 %
Max Back End 5.50 %
Sales Status Open
 
Objective
Income and long-term capital growth. The Fund will invest primarily in a diversified portfolio of dividend-paying Canadian common and preferred shares.
Management Co.
Manulife Investment Management Limited
Managers
  • Alan Wicks, Manulife Asset Management Limited
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of March 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 6.72 6.69 12.02 6.69 32.97 11.87 9.93 7.22
Benchmark 3.04 6.34 16.15 6.34 41.39 9.77 10.20 7.39
Quartile Ranking 1 2 3 2 4 1 1 1

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 8.57 24.06 -3.75 9.61 8.52 0.81 12.68 18.29 1.46 -6.67
Benchmark 7.58 21.45 -7.15 10.80 14.44 -0.77 10.97 18.57 8.52 -8.34
Quartile Ranking 2 1 1 1 3 1 1 3 4 2

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