VOLATILITY METER
Low (1)
High (25)
No data based on date of inception
Fund facts
- Date of inception
- August 2009
- AUM
- $10.6 million
- MER
- -
Fund Numbers
- FE
- EPL4523
- DSC
- EPL4423
- LL
- EPL4723
Portfolio Manager
- Sub-advisor
- MFC Global Investment Management (Canada)
- Fund manager
- Shauna Sexsmith, CFA
How the fund is invested
| ■ | Canadian Equity | 36.86 |
| ■ | United States Equity | 4.25 |
| ■ | International Equity | 1.36 |
| ■ | Bond | 50.83 |
| ■ | Cash | 3.10 |
| ■ | Other | 3.61 |
Top Holdings | % |
|---|---|
| Manulife Corporate Bond Fund | 32.79 |
| Bank of Nova Scotia | 3.01 |
| Royal Bank of Canada | 2.97 |
| Canada Housing Trust 2.75%, 12/15/14 | 2.89 |
| Gov't of Canada 3.75%, 09/01/11 | 2.77 |
| Suncor Energy | 2.62 |
| Canada Housing Trust 3.55%, 09/15/10 | 2.50 |
| Canada Housing Trust 4.55%, 12/15/12 | 2.37 |
| Canadian Natural Resources | 2.06 |
| TD Bank | 1.97 |
| Total | 55.95 |
ANNUAL COMPOUND RETURNS (%)
| 1 Year | 3 Year | 5 Year | 10 Year | Since Inception | |
|---|---|---|---|---|---|
| Manulife Canadian Balanced Grw Fund | - | - | - | - | - |
| Globe Cdn Neutral Balanced Peer Index | 18.64 | -1.91 | 2.44 | 3.35 | - |
Calendar year returns (%)
| 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 |
|---|---|---|---|---|---|---|---|---|---|
| - | - | - | - | - | - | - | - | - | - |
No data based on date of inception
Growth of a $10,000 investment
No data based on date of inception