Overview

Quick Facts

Daily Price

$31.1652
1.19% ($0.37)
May 20, 2026

Summary Stats

Asset Class International Equity
Risk Medium
MER 1 4.05%
Net Assets $34.88 M
Inception Date April 30, 2010
Fund Status Closed to deposits and switches-in
Geographic Allocation
A map of the world.
A map of the world.

Geographic Allocation

A map of the world.
A map of the world.

Growth of $10,000

A chart thumbnail displaying change in value of $10,000 invested in this fund.
A chart thumbnail displaying change in value of $10,000 invested in this fund. 

Underlying Fund

Manulife World Investment Class

Underlying Fund Manager

Manulife Investment Management Limited

Portfolio Sub-Advisor

Mawer Investment Management Ltd.

Portfolio Management Team

Mawer Investment Management Ltd.

Investment Objective

The Fund seeks to provide long-term growth and capital gains to provide diversification of risk by investing primarily in equities of companies located outside of Canada and the United States.

Fund Codes

FE BE
MCB6600 MCB6601
Fund Status Capped Capped
MPB7757 MPB7758
Fund Status Capped Capped
MPB7759 MPB7760
Fund Status Capped Capped

Contract Based Class A - 100% (selected)

FE MCB6600 Capped
BE MCB6601 Capped

Premium Based Class A - 100%

FE MPB7757 Capped
BE MPB7758 Capped

Premium Based Class B - 75%

FE MPB7759 Capped
BE MPB7760 Capped
FE BE
Contract Based Class A - 100% MCB6600 MCB6601
Fund Status Capped Capped
Premium Based Class A - 100% MPB7757 MPB7758
Fund Status Capped Capped
Premium Based Class B - 75% MPB7759 MPB7760
Fund Status Capped Capped

Performance ±

Growth Chart

Jump to Range
Total return for this timeframe
Growth Chart

Compound Returns (%)

1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
5.35 3.69 2.16 6.23 12.01 11.00 4.92 6.16 7.20
5.35 3.69 2.16 6.23 12.01 11.00 4.92 6.16 7.20
5.40 3.85 2.48 6.45 12.72 11.69 5.54 6.58 7.55

Contract Based Class A - 100%

1 month 5.35
3 months 3.69
6 months 2.16
YTD 6.23
1 year 12.01
3 years 11.00
5 years 4.92
10 years 6.16
Inception 7.20

Premium Based Class A - 100%

1 month 5.35
3 months 3.69
6 months 2.16
YTD 6.23
1 year 12.01
3 years 11.00
5 years 4.92
10 years 6.16
Inception 7.20

Premium Based Class B - 75%

1 month 5.40
3 months 3.85
6 months 2.48
YTD 6.45
1 year 12.72
3 years 11.69
5 years 5.54
10 years 6.58
Inception 7.55
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
Contract Based Class A - 100% (selected) 5.35 3.69 2.16 6.23 12.01 11.00 4.92 6.16 7.20
Premium Based Class A - 100% 5.35 3.69 2.16 6.23 12.01 11.00 4.92 6.16 7.20
Premium Based Class B - 75% 5.40 3.85 2.48 6.45 12.72 11.69 5.54 6.58 7.55

Calendar Returns (%)

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
-9.39 18.32 20.80 6.43 18.42 -4.77 20.05 -6.01 12.59 10.37 4.85 -18.86 9.87 11.47 15.20
-9.39 18.32 20.80 6.43 18.42 -4.77 20.05 -6.01 12.59 10.37 4.85 -18.86 9.87 11.47 15.20
-9.21 18.56 21.04 6.65 18.70 -4.56 20.30 -5.82 12.83 10.62 5.20 -18.35 10.54 12.16 15.93

Contract Based Class A - 100%

2010
2011 -9.39
2012 18.32
2013 20.80
2014 6.43
2015 18.42
2016 -4.77
2017 20.05
2018 -6.01
2019 12.59
2020 10.37
2021 4.85
2022 -18.86
2023 9.87
2024 11.47
2025 15.20

Premium Based Class A - 100%

2010
2011 -9.39
2012 18.32
2013 20.80
2014 6.43
2015 18.42
2016 -4.77
2017 20.05
2018 -6.01
2019 12.59
2020 10.37
2021 4.85
2022 -18.86
2023 9.87
2024 11.47
2025 15.20

Premium Based Class B - 75%

2010
2011 -9.21
2012 18.56
2013 21.04
2014 6.65
2015 18.70
2016 -4.56
2017 20.30
2018 -5.82
2019 12.83
2020 10.62
2021 5.20
2022 -18.35
2023 10.54
2024 12.16
2025 15.93
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Contract Based Class A - 100% (selected) -9.39 18.32 20.80 6.43 18.42 -4.77 20.05 -6.01 12.59 10.37 4.85 -18.86 9.87 11.47 15.20
Premium Based Class A - 100% -9.39 18.32 20.80 6.43 18.42 -4.77 20.05 -6.01 12.59 10.37 4.85 -18.86 9.87 11.47 15.20
Premium Based Class B - 75% -9.21 18.56 21.04 6.65 18.70 -4.56 20.30 -5.82 12.83 10.62 5.20 -18.35 10.54 12.16 15.93

Portfolio Allocation as of March 31, 2026

Asset Allocation (%)

Asset Allocation pie chart. See following table for detailed information. The pie slices display the relative value of each table entry.

Asset Allocation pie chart.
Name Weight %
Equities 95.95
Cash and equivalents 4.25

Geographic Allocation (%)

Geographic Allocation pie chart. See following table for detailed information. The pie slices display the relative value of each table entry.

Geographic Allocation pie chart.
Name Weight %
Japan 13.04
United Kingdom 12.83
Taiwan 7.80
Great Britain 7.30
Italy 6.10
China 5.56
Netherlands 5.09
Ireland 4.26
Canada 4.23
Australia 4.15
Other 29.64

Sector Allocation (%)

Sector Allocation pie chart. See following table for detailed information. The pie slices display the relative value of each table entry.

Sector Allocation pie chart.
Name Weight %
Financials 24.69
Information tech. 21.74
Industrials 19.42
Energy 10.11
Communication serv. 8.51
Materials 6.85
Health care 3.76
Consumer staples 2.85
Cons. discrectionary 2.08

Top 10 Holdings (%)

Name Weight %
Taiwan Semiconductor Manufacturing Co. Ltd. Twse Listed Stocks 6.11
Tencent Holdings Ltd. Shs Par New Hkd 0.00002 4.19
Shell PLC Sponsored ADR Sponsored Adr Repstg Ord Sh 3.48
Gov. of Canada, 6/17/2026 3.33
Prio S.A. Registered Shares Ordinary Common Shares 2.52
BAE SYSTEMS PLC 2.52
Ahold Delhaize N.V. Royal Ahold N V 2.43
Leonardo SpA Leonardo Spa Azioni Ordinarie Senza Valore Nominale Ordinary 2.39
Roche Holdings AG 2.24
Aon PLC Shs Cl A 2.15

Historical Net Asset Values

Fees

 
Contract Based Class A - 100% (selected)
Premium Based Class A - 100%
Premium Based Class B - 75%
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
3.39 0.00 4.05
3.39 0.00 4.05
2.83 0.00 3.44

Contract Based Class A - 100%

Management Fee (%) 3.39
Insurance Fee (%) 0.00
Management Expense Ratio (%) 4.05

Premium Based Class A - 100%

Management Fee (%) 3.39
Insurance Fee (%) 0.00
Management Expense Ratio (%) 4.05

Premium Based Class B - 75%

Management Fee (%) 2.83
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.44
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
Contract Based Class A - 100% (selected) 3.39 0.00 4.05
Premium Based Class A - 100% 3.39 0.00 4.05
Premium Based Class B - 75% 2.83 0.00 3.44