Overview

Quick Facts

Daily Price

$28.9779
0.15% ($0.04)
October 27, 2025

Summary Stats

Asset Class Canadian Neutral Balanced
Risk Low to Medium
MER 1 3.50%
Net Assets $3.80 B
Inception Date January 28, 2005
Fund Status Closed to deposits and switches-in
Geographic Allocation
A map of Canada.
A map of Canada.

Geographic Allocation

A map of Canada.
A map of Canada.

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 Monthly High Income Fund

Underlying Fund Manager

Manulife Investment Management Limited

Portfolio Management Team

Manulife Essential Equity Team

Investment Objective

This Balanced Fund aims to provide steady flow of monthly income and capital growth. The Fund invests primarily in Canadian fixed income and large-cap Canadian equity securities. The Fund may also invest in securities of royalty trusts and real estate investment trusts (“REITs”).

Fund Codes

BE
MCP3719
Fund Status Capped
MCP3619
Fund Status Capped

Class A - 100% (selected)

BE MCP3719 Capped

Class B - 75%

BE MCP3619 Capped
BE
Class A - 100% MCP3719
Fund Status Capped
Class B - 75% MCP3619
Fund Status 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
3.04 5.81 7.58 7.79 12.15 11.35 6.50 5.38 5.22
3.04 5.80 7.56 7.76 12.11 11.31 6.40 5.16 6.09

Class A - 100%

1 month 3.04
3 months 5.81
6 months 7.58
YTD 7.79
1 year 12.15
3 years 11.35
5 years 6.50
10 years 5.38
Inception 5.22

Class B - 75%

1 month 3.04
3 months 5.80
6 months 7.56
YTD 7.76
1 year 12.11
3 years 11.31
5 years 6.40
10 years 5.16
Inception 6.09
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
Class A - 100% (selected) 3.04 5.81 7.58 7.79 12.15 11.35 6.50 5.38 5.22
Class B - 75% 3.04 5.80 7.56 7.76 12.11 11.31 6.40 5.16 6.09

Calendar Returns (%)

2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
5.12 3.39 -21.70 21.19 7.59 0.37 6.42 14.62 15.17 -1.07 4.53 9.35 -6.79 12.52 5.50 12.01 -12.33 7.16 16.72
14.37 14.79 -1.36 4.22 9.01 -7.11 12.14 5.14 11.74 -12.36 7.12 16.68

Class A - 100%

2005
2006 5.12
2007 3.39
2008 -21.70
2009 21.19
2010 7.59
2011 0.37
2012 6.42
2013 14.62
2014 15.17
2015 -1.07
2016 4.53
2017 9.35
2018 -6.79
2019 12.52
2020 5.50
2021 12.01
2022 -12.33
2023 7.16
2024 16.72

Class B - 75%

2005
2006
2007
2008
2009
2010
2011
2012
2013 14.37
2014 14.79
2015 -1.36
2016 4.22
2017 9.01
2018 -7.11
2019 12.14
2020 5.14
2021 11.74
2022 -12.36
2023 7.12
2024 16.68
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Class A - 100% (selected) 5.12 3.39 -21.70 21.19 7.59 0.37 6.42 14.62 15.17 -1.07 4.53 9.35 -6.79 12.52 5.50 12.01 -12.33 7.16 16.72
Class B - 75% 14.37 14.79 -1.36 4.22 9.01 -7.11 12.14 5.14 11.74 -12.36 7.12 16.68

Portfolio Allocation as of August 31, 2025

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 60.25
Fixed income 36.33
Cash and equivalents 3.35

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 %
Canada 71.44
United States 20.40
Bermuda 2.33
France 1.66
United Kingdom 1.55
Ireland 1.20
Netherlands 0.75
Switzerland 0.56
Australia 0.06
Jersey Channel Islands 0.05

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 24.59
Information tech. 19.12
Industrials 15.93
Communication serv. 10.02
Energy 8.58
Materials 8.32
Consumer staples 4.95
Health care 4.28
Utilities 2.48
Cons. discrectionary 1.74

Fixed Income Allocation (%)

Fixed Income Allocation table combined with a bar chart. The bars are under each row, representing the relative value of each table entry.

Canadian investment grade bonds 31.67
Floating rate bank loans 30.73
Canadian Corporate Bonds 27.87
Canadian high yield bonds 2.26
Preferred stocks 2.00
Canadian Asset-backed Securities 1.85
U.S. Corporate Bonds 1.38
International investment grade bonds 0.64
U.S. investment grade bonds 0.47
Canadian government bonds 0.46
Other 0.67

Top 10 Holdings (%)

Name Weight %
Alphabet Inc. Cl A 2.66
Berkshire Hathaway Inc. Cl B New 2.61
Royal Bank of Canada 2.50
Constellation Software Inc. 2.26
Shopify Inc. Cl A Sub Vtg Shs 2.21
Alimentation Couche-Tard Inc. 1.72
Publicis Groupe S.A. Publicis Groupe 1.66
Toronto-Dominion Bank Com New 1.56
WSP Global Inc. 1.54
Arch Capital Group Ltd. Shs 1.51

Historical Net Asset Values

Fees

 
Class A - 100% (selected)
Class B - 75%
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
2.93 0.00 3.50
2.66 0.00 3.54

Class A - 100%

Management Fee (%) 2.93
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.50

Class B - 75%

Management Fee (%) 2.66
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.54
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
Class A - 100% (selected) 2.93 0.00 3.50
Class B - 75% 2.66 0.00 3.54