Overview

Quick Facts

Daily Price

$10.7836
-0.05% ($0.00)
April 02, 2026

Summary Stats

Asset Class Multi-Sector Fixed Income
Risk Low
MER 1 2.22%
Net Assets $1.89 M
Inception Date April 30, 2015
Fund Status Open
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 Strategic Investment Grade Global Bond Fund

Underlying Fund Manager

Manulife Investment Management Limited

Portfolio Sub-Advisor

Manulife Investment Management (US) LLC

Portfolio Management Team

Manulife Global Multi-Sector Fixed Income Team

Investment Objective

The Fund seeks to provide income with an emphasis on capital preservation by investing primarily in investment-grade government and corporate debt securities from developed and emerging markets globally.

Fund Codes

F-Class FE BE LL NLCB4 NLCB2 Elite FE Elite BE Elite LL
MGF8411 MGF8421 MGF8431
Fund Status ADO SWO SWO
MGF8341
Fund Status Open
MGF8311 MGF8321 MGF8331 MGF5511 MGF7811
Fund Status Open SWO SWO SWO Open

InvestmentPlus 75/75 (Elite)

F-Class
FE
BE
LL
NLCB4
NLCB2
Elite FE MGF8411 ADO
Elite BE MGF8421 SWO
Elite LL MGF8431 SWO

InvestmentPlus 75/75 (F-Class)

F-Class MGF8341 Open
FE
BE
LL
NLCB4
NLCB2
Elite FE
Elite BE
Elite LL

InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB) (selected)

F-Class
FE MGF8311 Open
BE MGF8321 SWO
LL MGF8331 SWO
NLCB4 MGF5511 SWO
NLCB2 MGF7811 Open
Elite FE
Elite BE
Elite LL
F-Class FE BE LL NLCB4 NLCB2 Elite FE Elite BE Elite LL
InvestmentPlus 75/75 (Elite) MGF8411 MGF8421 MGF8431
Fund Status ADO SWO SWO
InvestmentPlus 75/75 (F-Class) MGF8341
Fund Status Open
InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB) MGF8311 MGF8321 MGF8331 MGF5511 MGF7811
Fund Status Open SWO SWO SWO Open

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
1.55 1.15 2.70 1.94 4.72 4.32 0.37 1.45 1.62
1.53 1.03 2.45 1.87 4.23 4.29 0.43 1.50 1.67
1.47 0.84 2.06 1.75 3.43 3.48 -0.35 0.77 0.94

InvestmentPlus 75/75 (Elite)

1 month 1.55
3 months 1.15
6 months 2.70
YTD 1.94
1 year 4.72
3 years 4.32
5 years 0.37
10 years 1.45
Inception 1.62

InvestmentPlus 75/75 (F-Class)

1 month 1.53
3 months 1.03
6 months 2.45
YTD 1.87
1 year 4.23
3 years 4.29
5 years 0.43
10 years 1.50
Inception 1.67

InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB)

1 month 1.47
3 months 0.84
6 months 2.06
YTD 1.75
1 year 3.43
3 years 3.48
5 years -0.35
10 years 0.77
Inception 0.94
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
InvestmentPlus 75/75 (Elite) 1.55 1.15 2.70 1.94 4.72 4.32 0.37 1.45 1.62
InvestmentPlus 75/75 (F-Class) 1.53 1.03 2.45 1.87 4.23 4.29 0.43 1.50 1.67
InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB) (selected) 1.47 0.84 2.06 1.75 3.43 3.48 -0.35 0.77 0.94

Calendar Returns (%)

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
2.11 1.73 -0.73 5.38 6.77 -2.40 -9.63 4.28 2.85 4.05
2.08 1.39 -0.63 5.65 6.96 -2.25 -9.43 4.55 3.06 3.60
1.35 0.89 -1.25 4.83 6.11 -3.01 -10.11 3.74 2.26 2.79

InvestmentPlus 75/75 (Elite)

2015
2016 2.11
2017 1.73
2018 -0.73
2019 5.38
2020 6.77
2021 -2.40
2022 -9.63
2023 4.28
2024 2.85
2025 4.05

InvestmentPlus 75/75 (F-Class)

2015
2016 2.08
2017 1.39
2018 -0.63
2019 5.65
2020 6.96
2021 -2.25
2022 -9.43
2023 4.55
2024 3.06
2025 3.60

InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB)

2015
2016 1.35
2017 0.89
2018 -1.25
2019 4.83
2020 6.11
2021 -3.01
2022 -10.11
2023 3.74
2024 2.26
2025 2.79
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
InvestmentPlus 75/75 (Elite) 2.11 1.73 -0.73 5.38 6.77 -2.40 -9.63 4.28 2.85 4.05
InvestmentPlus 75/75 (F-Class) 2.08 1.39 -0.63 5.65 6.96 -2.25 -9.43 4.55 3.06 3.60
InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB) (selected) 1.35 0.89 -1.25 4.83 6.11 -3.01 -10.11 3.74 2.26 2.79

Portfolio Allocation as of January 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 %
Fixed income 93.95
Cash and equivalents 3.02
Equities 2.64

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 %
United States 43.91
Canada 16.95
Australia 7.33
New Zealand 5.58
United Kingdom 4.33
Philippines 3.00
Norway 2.81
Indonesia 2.78
Japan 2.59
Germany 1.95
Other 8.77

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.

International government bonds 33.25
Floating rate bank loans 13.74
U.S. investment grade bonds 11.65
U.S. Mortgage-backed Securities 11.07
U.S. government bonds 6.07
U.S. Corporate Bonds 3.61
Canadian provincial bonds 3.55
U.S. high yield bonds 3.53
International Corporate Bonds 3.18
International investment grade bonds 2.56
Other 7.79

Top 10 Holdings (%)

Name Weight %
American International Group Inc., 8.18%, 5/15/2068 1.95
New Zealand, 3.5%, 4/14/2033 1.81
United States Treasury Note, 3.5%, 2/15/2033 1.32
Ministry of Finance Japan, 0.6%, 12/1/2026 1.28
United States Treasury Note, 2%, 2/15/2050 1.16
United States Treasury Note, 3%, 2/15/2049 1.07
New Zealand, 4.25%, 5/15/2034 1.02
NextEra Energy Inc. Corp Unit, 7.23% 1.01
Freeport-McMoRan Inc., 5.45%, 3/15/2043 0.98
United States Treasury Note, 2.75%, 8/15/2032 0.96

Historical Net Asset Values

Fees

 
InvestmentPlus 75/75 (Elite)
InvestmentPlus 75/75 (F-Class)
InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB) (selected)
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
0.90 0.00 1.73
0.90 0.00 1.45
1.36 0.00 2.22

InvestmentPlus 75/75 (Elite)

Management Fee (%) 0.90
Insurance Fee (%) 0.00
Management Expense Ratio (%) 1.73

InvestmentPlus 75/75 (F-Class)

Management Fee (%) 0.90
Insurance Fee (%) 0.00
Management Expense Ratio (%) 1.45

InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB)

Management Fee (%) 1.36
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.22
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
InvestmentPlus 75/75 (Elite) 0.90 0.00 1.73
InvestmentPlus 75/75 (F-Class) 0.90 0.00 1.45
InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB) (selected) 1.36 0.00 2.22