Manulife U.S. Diversified Growth Equity Fund (Wellington)
U.S. LARGE CAP EQUITY
Code 8196
Volatility meter
Based on 2 year standard deviation of the Fund
UNDERLYING FUND à MLI U.S. Div Grwth Eq (Wellington)
Objective The Portfolio invests primarily in common stock, real estate securities, and depositary receipts. The objective of the Diversified Growth investment approach is to provide long-term total return. The Portfolio may hold significant positions in, or a significant portion of Portfolio assets may be invested in, securities that are not included in the Index.
Managed by Manulife Financial
Fund managers Wellington Management Co. - Mgmt. Team
Inception date June 2008
Total assets N/A
Top holdings within the underlying Fund
(As at July 31, 2010)
| Cisco Systems | 5.15% |
|---|---|
| IBM | 4.65% |
| Microsoft | 3.93% |
| Apple | 3.41% |
| NetApp | 3.04% |
| EMC Corp. | 3.01% |
| Caterpillar Inc. | 2.74% |
| Oracle Corp. | 2.74% |
| 2.56% | |
| Xilinx Inc. | 2.42% |
| Total | 33.65% |
How the underlying fund is invested
Historical gross returns
Gross rates of return are shown before investment management fees have been deducted. The solid area represents the gross returns of the Manulife Fund since its inception in June 2008. To provide further historical information, the shaded area represents the returns of the underlying fund for the period before the start date of the Manulife Fund.
* Only full calendar year returns are shown.
Overall past performance
This graph shows how a $10,000 investment in this fund would have changed in value over time, based on gross returns.
* For illustration purposes only. Includes mutual/pooled fund performance as indicated. Actual fund performance could be expected to vary.
Annual compound returns (As at July 31, 2010)
| 1-year | 2-year | 3-year | 5-year | Since inception | Manulife inception date | |
|---|---|---|---|---|---|---|
| MLI U.S. Div Growth Eq (Wellington) | 11.40% | -1.93% | - | - | -3.95% | Jun 2008 |
| Russell 1000 Growth ($ Cdn) | 8.39% | -3.06% | -5.36% | -2.66% | - |