(As of 5/31/2025)

Manulife Balanced Equ Prv Seg Pl MPIP75/75

(Global Equity Balanced)
FundGrade A+® Rating recipient
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2018
2017




Inception Return
(10/6/2014)
8.18 %
YTD Return 1.00 %
NAVPS
(6/27/2025)
$23.44
Change $0.12 / 0.50 %
Growth of $10,000 (As of May 31, 2025)
MER 2.32 %
Assets ($mil) $133.47
Rank (1Yr) 856/976
Std Dev (3Yr) 12.64 %
Volatility Ranking (3Yr) 6/10
RRSP Eligibility Yes
Load Choice of Back or No Load
Max Front End 5.00 %
Max Back End -
Sales Status Open
 
Objective
The fundamental investment objective of the Pool is to seek to provide long-term total return by investing primarily in a diversified portfolio of global equity, fixed income and money market securities.
Fund Manager

Manulife Asset Management Limited

Portfolio Manager

Manulife Asset Management Limited

Sub-Advisor
-
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of May 31, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 4.36 -1.00 0.62 1.00 6.85 9.91 7.02 6.68
Benchmark 3.76 -1.91 0.97 0.81 13.00 12.40 9.38 8.30
Quartile Ranking 1 2 2 3 4 1 3 1

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 13.68 17.74 -17.58 11.82 8.90 19.27 -7.58 14.03 1.93 23.09
Benchmark 21.57 15.07 -12.03 11.33 12.17 16.29 0.72 11.99 3.66 17.03
Quartile Ranking 3 1 4 2 2 1 4 1 4 1

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