Overview

Quick Facts

Daily Price

$32.9631
0.11% ($0.04)
April 02, 2026

Summary Stats

Asset Class Global Equity Balanced
Risk Medium
MER 1 2.18%
Net Assets $259.98 M
Inception Date October 18, 2010
Fund Status Open to additional deposits and switches into existing contracts only
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. 

Fund Manager

Manulife

Portfolio Sub-Advisor

Fidelity Investments

Investment Objective

The bundle is an investment solution that incorporates components from three Fidelity Mutual Funds including a global equity fund, a Canadian equity fund, and a fixed income fund. Typically, this fund will maintain an asset mix of approximately 20% fixed income investments and 80% equities.

Fund Codes

FE BE LL NLCB4 NLCB2 F-Class Elite FE Elite BE Elite LL
MGF9166 MGF9666 MGF9766
Fund Status SWO SWO SWO
MGF8766 MGF9466 MGF9566
Fund Status SWO SWO SWO
MGF7066 MGF7166 MGF7266
Fund Status SWO SWO SWO
MGF2866 MGF6466 MGF7566
Fund Status SWO SWO SWO
MGF58666 MGF59266 MGF59366
Fund Status SWO SWO SWO
MGF8666 MGF9266 MGF9366
Fund Status ADO SWO SWO
MGF6266
Fund Status SWO
MGF8866 MGF8966 MGF9066
Fund Status SWO SWO SWO
MGF6166
Fund Status SWO
MGF8366 MGF8466 MGF8566
Fund Status SWO SWO SWO
MGF6766 MGF6866 MGF6966
Fund Status SWO SWO SWO
MGF7366
Fund Status SWO
MGF1366 MGF2966 MGF7466
Fund Status SWO SWO SWO
MGF7866
Fund Status SWO
MGF56066
Fund Status Open
MGF58066 MGF58166 MGF58266 MGF55766 MGF57766
Fund Status Open SWO SWO SWO Open
MGF6066
Fund Status Open
MGF8066 MGF8166 MGF8266 MGF5766 MGF7766
Fund Status Open SWO SWO SWO Open

EstatePlus(Elite)

FE
BE
LL
NLCB4
NLCB2
F-Class
Elite FE MGF9166 SWO
Elite BE MGF9666 SWO
Elite LL MGF9766 SWO

IncomePlus v2.0(Elite)

FE
BE
LL
NLCB4
NLCB2
F-Class
Elite FE MGF8766 SWO
Elite BE MGF9466 SWO
Elite LL MGF9566 SWO

IncomePlus v2.1 (Elite)

FE
BE
LL
NLCB4
NLCB2
F-Class
Elite FE MGF7066 SWO
Elite BE MGF7166 SWO
Elite LL MGF7266 SWO

IncomePlus v2.2 (Elite)

FE
BE
LL
NLCB4
NLCB2
F-Class
Elite FE MGF2866 SWO
Elite BE MGF6466 SWO
Elite LL MGF7566 SWO

InvestmentPlus 75/100 (Elite)

FE
BE
LL
NLCB4
NLCB2
F-Class
Elite FE MGF58666 SWO
Elite BE MGF59266 SWO
Elite LL MGF59366 SWO

InvestmentPlus 75/75 (Elite) (selected)

FE
BE
LL
NLCB4
NLCB2
F-Class
Elite FE MGF8666 ADO
Elite BE MGF9266 SWO
Elite LL MGF9366 SWO

EstatePlus(F-Class)

FE
BE
LL
NLCB4
NLCB2
F-Class MGF6266 SWO
Elite FE
Elite BE
Elite LL

EstatePlus(Front-end, Back-end, Low-load, No-load with CB)

FE MGF8866 SWO
BE MGF8966 SWO
LL MGF9066 SWO
NLCB4
NLCB2
F-Class
Elite FE
Elite BE
Elite LL

IncomePlus v2.0(F-Class)

FE
BE
LL
NLCB4
NLCB2
F-Class MGF6166 SWO
Elite FE
Elite BE
Elite LL

IncomePlus v2.0(Front-end, Back-end, Low-load, No-load with CB)

FE MGF8366 SWO
BE MGF8466 SWO
LL MGF8566 SWO
NLCB4
NLCB2
F-Class
Elite FE
Elite BE
Elite LL

IncomePlus v2.1

FE MGF6766 SWO
BE MGF6866 SWO
LL MGF6966 SWO
NLCB4
NLCB2
F-Class
Elite FE
Elite BE
Elite LL

IncomePlus v2.1 (F-Class)

FE
BE
LL
NLCB4
NLCB2
F-Class MGF7366 SWO
Elite FE
Elite BE
Elite LL

IncomePlus v2.2

FE MGF1366 SWO
BE MGF2966 SWO
LL MGF7466 SWO
NLCB4
NLCB2
F-Class
Elite FE
Elite BE
Elite LL

IncomePlus v2.2 (F-Class)

FE
BE
LL
NLCB4
NLCB2
F-Class MGF7866 SWO
Elite FE
Elite BE
Elite LL

InvestmentPlus 75/100 (F-Class)

FE
BE
LL
NLCB4
NLCB2
F-Class MGF56066 Open
Elite FE
Elite BE
Elite LL

InvestmentPlus 75/100 (Front-end, Back-end, Low-load, No-load with CB)

FE MGF58066 Open
BE MGF58166 SWO
LL MGF58266 SWO
NLCB4 MGF55766 SWO
NLCB2 MGF57766 Open
F-Class
Elite FE
Elite BE
Elite LL

InvestmentPlus 75/75 (F-Class)

FE
BE
LL
NLCB4
NLCB2
F-Class MGF6066 Open
Elite FE
Elite BE
Elite LL

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

FE MGF8066 Open
BE MGF8166 SWO
LL MGF8266 SWO
NLCB4 MGF5766 SWO
NLCB2 MGF7766 Open
F-Class
Elite FE
Elite BE
Elite LL
FE BE LL NLCB4 NLCB2 F-Class Elite FE Elite BE Elite LL
EstatePlus(Elite) MGF9166 MGF9666 MGF9766
Fund Status SWO SWO SWO
IncomePlus v2.0(Elite) MGF8766 MGF9466 MGF9566
Fund Status SWO SWO SWO
IncomePlus v2.1 (Elite) MGF7066 MGF7166 MGF7266
Fund Status SWO SWO SWO
IncomePlus v2.2 (Elite) MGF2866 MGF6466 MGF7566
Fund Status SWO SWO SWO
InvestmentPlus 75/100 (Elite) MGF58666 MGF59266 MGF59366
Fund Status SWO SWO SWO
InvestmentPlus 75/75 (Elite) MGF8666 MGF9266 MGF9366
Fund Status ADO SWO SWO
EstatePlus(F-Class) MGF6266
Fund Status SWO
EstatePlus(Front-end, Back-end, Low-load, No-load with CB) MGF8866 MGF8966 MGF9066
Fund Status SWO SWO SWO
IncomePlus v2.0(F-Class) MGF6166
Fund Status SWO
IncomePlus v2.0(Front-end, Back-end, Low-load, No-load with CB) MGF8366 MGF8466 MGF8566
Fund Status SWO SWO SWO
IncomePlus v2.1 MGF6766 MGF6866 MGF6966
Fund Status SWO SWO SWO
IncomePlus v2.1 (F-Class) MGF7366
Fund Status SWO
IncomePlus v2.2 MGF1366 MGF2966 MGF7466
Fund Status SWO SWO SWO
IncomePlus v2.2 (F-Class) MGF7866
Fund Status SWO
InvestmentPlus 75/100 (F-Class) MGF56066
Fund Status Open
InvestmentPlus 75/100 (Front-end, Back-end, Low-load, No-load with CB) MGF58066 MGF58166 MGF58266 MGF55766 MGF57766
Fund Status Open SWO SWO SWO Open
InvestmentPlus 75/75 (F-Class) MGF6066
Fund Status Open
InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB) MGF8066 MGF8166 MGF8266 MGF5766 MGF7766
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
1.73 2.48 9.38 3.11 11.84 14.42 8.51 8.24 8.27
1.73 2.48 9.38 3.11 11.84 14.42 8.51 8.24 8.27
1.73 2.46 9.35 3.10 11.76 14.33 8.42 8.21 8.37
1.73 2.46 9.35 3.10 11.76 14.46 8.68 8.28 8.54
1.69 2.36 9.05 3.04 11.02
1.73 2.48 9.38 3.11 11.84 14.42 8.51 8.24 8.27
1.76 2.56 9.56 3.17 12.20 14.78 8.85 8.58 8.04
1.67 2.30 8.99 2.99 11.03 13.59 7.71 7.45 6.97
1.76 2.56 9.56 3.17 12.20 14.78 8.85 8.58 8.04
1.67 2.30 8.99 2.99 11.03 13.59 7.71 7.45 6.97
1.67 2.29 8.98 2.99 11.00 13.56 7.68 7.42 7.60
1.78 2.67 9.79 3.24 12.64 15.14 9.11 8.69 8.92
1.67 2.29 8.98 2.99 11.00 13.55 7.67 7.41 7.72
1.80 2.67 9.79 3.24 12.66 15.13 9.11 8.70 9.05
1.70 2.36 9.08 3.03 11.16
1.64 2.19 8.77 2.93 10.57
1.76 2.56 9.56 3.17 12.20 14.78 8.85 8.58 8.04
1.67 2.30 8.99 2.99 11.03 13.59 7.71 7.45 6.97

EstatePlus(Elite)

1 month 1.73
3 months 2.48
6 months 9.38
YTD 3.11
1 year 11.84
3 years 14.42
5 years 8.51
10 years 8.24
Inception 8.27

IncomePlus v2.0(Elite)

1 month 1.73
3 months 2.48
6 months 9.38
YTD 3.11
1 year 11.84
3 years 14.42
5 years 8.51
10 years 8.24
Inception 8.27

IncomePlus v2.1 (Elite)

1 month 1.73
3 months 2.46
6 months 9.35
YTD 3.10
1 year 11.76
3 years 14.33
5 years 8.42
10 years 8.21
Inception 8.37

IncomePlus v2.2 (Elite)

1 month 1.73
3 months 2.46
6 months 9.35
YTD 3.10
1 year 11.76
3 years 14.46
5 years 8.68
10 years 8.28
Inception 8.54

InvestmentPlus 75/100 (Elite)

1 month 1.69
3 months 2.36
6 months 9.05
YTD 3.04
1 year 11.02
3 years
5 years
10 years
Inception

InvestmentPlus 75/75 (Elite)

1 month 1.73
3 months 2.48
6 months 9.38
YTD 3.11
1 year 11.84
3 years 14.42
5 years 8.51
10 years 8.24
Inception 8.27

EstatePlus(F-Class)

1 month 1.76
3 months 2.56
6 months 9.56
YTD 3.17
1 year 12.20
3 years 14.78
5 years 8.85
10 years 8.58
Inception 8.04

EstatePlus(Front-end, Back-end, Low-load, No-load with CB)

1 month 1.67
3 months 2.30
6 months 8.99
YTD 2.99
1 year 11.03
3 years 13.59
5 years 7.71
10 years 7.45
Inception 6.97

IncomePlus v2.0(F-Class)

1 month 1.76
3 months 2.56
6 months 9.56
YTD 3.17
1 year 12.20
3 years 14.78
5 years 8.85
10 years 8.58
Inception 8.04

IncomePlus v2.0(Front-end, Back-end, Low-load, No-load with CB)

1 month 1.67
3 months 2.30
6 months 8.99
YTD 2.99
1 year 11.03
3 years 13.59
5 years 7.71
10 years 7.45
Inception 6.97

IncomePlus v2.1

1 month 1.67
3 months 2.29
6 months 8.98
YTD 2.99
1 year 11.00
3 years 13.56
5 years 7.68
10 years 7.42
Inception 7.60

IncomePlus v2.1 (F-Class)

1 month 1.78
3 months 2.67
6 months 9.79
YTD 3.24
1 year 12.64
3 years 15.14
5 years 9.11
10 years 8.69
Inception 8.92

IncomePlus v2.2

1 month 1.67
3 months 2.29
6 months 8.98
YTD 2.99
1 year 11.00
3 years 13.55
5 years 7.67
10 years 7.41
Inception 7.72

IncomePlus v2.2 (F-Class)

1 month 1.80
3 months 2.67
6 months 9.79
YTD 3.24
1 year 12.66
3 years 15.13
5 years 9.11
10 years 8.70
Inception 9.05

InvestmentPlus 75/100 (F-Class)

1 month 1.70
3 months 2.36
6 months 9.08
YTD 3.03
1 year 11.16
3 years
5 years
10 years
Inception

InvestmentPlus 75/100 (Front-end, Back-end, Low-load, No-load with CB)

1 month 1.64
3 months 2.19
6 months 8.77
YTD 2.93
1 year 10.57
3 years
5 years
10 years
Inception

InvestmentPlus 75/75 (F-Class)

1 month 1.76
3 months 2.56
6 months 9.56
YTD 3.17
1 year 12.20
3 years 14.78
5 years 8.85
10 years 8.58
Inception 8.04

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

1 month 1.67
3 months 2.30
6 months 8.99
YTD 2.99
1 year 11.03
3 years 13.59
5 years 7.71
10 years 7.45
Inception 6.97
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
EstatePlus(Elite) 1.73 2.48 9.38 3.11 11.84 14.42 8.51 8.24 8.27
IncomePlus v2.0(Elite) 1.73 2.48 9.38 3.11 11.84 14.42 8.51 8.24 8.27
IncomePlus v2.1 (Elite) 1.73 2.46 9.35 3.10 11.76 14.33 8.42 8.21 8.37
IncomePlus v2.2 (Elite) 1.73 2.46 9.35 3.10 11.76 14.46 8.68 8.28 8.54
InvestmentPlus 75/100 (Elite) 1.69 2.36 9.05 3.04 11.02
InvestmentPlus 75/75 (Elite) (selected) 1.73 2.48 9.38 3.11 11.84 14.42 8.51 8.24 8.27
EstatePlus(F-Class) 1.76 2.56 9.56 3.17 12.20 14.78 8.85 8.58 8.04
EstatePlus(Front-end, Back-end, Low-load, No-load with CB) 1.67 2.30 8.99 2.99 11.03 13.59 7.71 7.45 6.97
IncomePlus v2.0(F-Class) 1.76 2.56 9.56 3.17 12.20 14.78 8.85 8.58 8.04
IncomePlus v2.0(Front-end, Back-end, Low-load, No-load with CB) 1.67 2.30 8.99 2.99 11.03 13.59 7.71 7.45 6.97
IncomePlus v2.1 1.67 2.29 8.98 2.99 11.00 13.56 7.68 7.42 7.60
IncomePlus v2.1 (F-Class) 1.78 2.67 9.79 3.24 12.64 15.14 9.11 8.69 8.92
IncomePlus v2.2 1.67 2.29 8.98 2.99 11.00 13.55 7.67 7.41 7.72
IncomePlus v2.2 (F-Class) 1.80 2.67 9.79 3.24 12.66 15.13 9.11 8.70 9.05
InvestmentPlus 75/100 (F-Class) 1.70 2.36 9.08 3.03 11.16
InvestmentPlus 75/100 (Front-end, Back-end, Low-load, No-load with CB) 1.64 2.19 8.77 2.93 10.57
InvestmentPlus 75/75 (F-Class) 1.76 2.56 9.56 3.17 12.20 14.78 8.85 8.58 8.04
InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB) 1.67 2.30 8.99 2.99 11.03 13.59 7.71 7.45 6.97

Calendar Returns (%)

2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
-5.41 7.99 17.78 11.29 9.22 1.35 8.43 -4.40 17.18 11.40 10.94 -12.58 12.73 19.79 11.52
-5.41 7.99 17.78 11.29 9.22 1.35 8.43 -4.40 17.18 11.40 10.94 -12.58 12.73 19.79 11.52
17.46 11.30 9.17 1.30 8.50 -4.26 17.25 11.31 10.85 -12.66 12.65 19.70 11.43
11.18 9.11 1.28 8.34 -4.48 17.08 11.32 11.36 -12.33 13.06 19.70 11.43
10.67
-5.41 7.99 17.78 11.29 9.22 1.35 8.43 -4.40 17.18 11.40 10.94 -12.58 12.73 19.79 11.52
-4.80 8.42 18.14 11.61 9.53 1.67 8.76 -4.06 17.57 11.75 11.27 -12.32 13.09 20.18 11.87
7.70 -6.01 7.28 16.93 10.47 8.41 0.63 7.65 -5.10 16.33 10.59 10.11 -13.23 11.91 18.92 10.70
-4.80 8.42 18.14 11.61 9.53 1.67 8.76 -4.06 17.57 11.75 11.27 -12.32 13.09 20.18 11.87
7.70 -6.01 7.28 16.93 10.47 8.41 0.63 7.65 -5.10 16.33 10.59 10.11 -13.23 11.91 18.92 10.70
16.90 10.42 8.37 0.60 7.63 -5.12 16.30 10.56 10.08 -13.26 11.89 18.89 10.67
18.64 12.18 9.53 1.66 8.70 -4.16 17.52 11.77 11.47 -12.25 13.20 20.62 12.33
10.42 8.37 0.60 7.60 -5.15 16.29 10.55 10.06 -13.27 11.88 18.88 10.67
12.12 9.54 1.77 8.72 -4.17 17.48 11.76 11.48 -12.21 13.21 20.61 12.32
10.83
10.26
-4.80 8.42 18.14 11.61 9.53 1.67 8.76 -4.06 17.57 11.75 11.27 -12.32 13.09 20.18 11.87
7.70 -6.01 7.28 16.93 10.47 8.41 0.63 7.65 -5.10 16.33 10.59 10.11 -13.23 11.91 18.92 10.70

EstatePlus(Elite)

2009
2010
2011 -5.41
2012 7.99
2013 17.78
2014 11.29
2015 9.22
2016 1.35
2017 8.43
2018 -4.40
2019 17.18
2020 11.40
2021 10.94
2022 -12.58
2023 12.73
2024 19.79
2025 11.52

IncomePlus v2.0(Elite)

2009
2010
2011 -5.41
2012 7.99
2013 17.78
2014 11.29
2015 9.22
2016 1.35
2017 8.43
2018 -4.40
2019 17.18
2020 11.40
2021 10.94
2022 -12.58
2023 12.73
2024 19.79
2025 11.52

IncomePlus v2.1 (Elite)

2009
2010
2011
2012
2013 17.46
2014 11.30
2015 9.17
2016 1.30
2017 8.50
2018 -4.26
2019 17.25
2020 11.31
2021 10.85
2022 -12.66
2023 12.65
2024 19.70
2025 11.43

IncomePlus v2.2 (Elite)

2009
2010
2011
2012
2013
2014 11.18
2015 9.11
2016 1.28
2017 8.34
2018 -4.48
2019 17.08
2020 11.32
2021 11.36
2022 -12.33
2023 13.06
2024 19.70
2025 11.43

InvestmentPlus 75/100 (Elite)

2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025 10.67

InvestmentPlus 75/75 (Elite)

2009
2010
2011 -5.41
2012 7.99
2013 17.78
2014 11.29
2015 9.22
2016 1.35
2017 8.43
2018 -4.40
2019 17.18
2020 11.40
2021 10.94
2022 -12.58
2023 12.73
2024 19.79
2025 11.52

EstatePlus(F-Class)

2009
2010
2011 -4.80
2012 8.42
2013 18.14
2014 11.61
2015 9.53
2016 1.67
2017 8.76
2018 -4.06
2019 17.57
2020 11.75
2021 11.27
2022 -12.32
2023 13.09
2024 20.18
2025 11.87

EstatePlus(Front-end, Back-end, Low-load, No-load with CB)

2009
2010 7.70
2011 -6.01
2012 7.28
2013 16.93
2014 10.47
2015 8.41
2016 0.63
2017 7.65
2018 -5.10
2019 16.33
2020 10.59
2021 10.11
2022 -13.23
2023 11.91
2024 18.92
2025 10.70

IncomePlus v2.0(F-Class)

2009
2010
2011 -4.80
2012 8.42
2013 18.14
2014 11.61
2015 9.53
2016 1.67
2017 8.76
2018 -4.06
2019 17.57
2020 11.75
2021 11.27
2022 -12.32
2023 13.09
2024 20.18
2025 11.87

IncomePlus v2.0(Front-end, Back-end, Low-load, No-load with CB)

2009
2010 7.70
2011 -6.01
2012 7.28
2013 16.93
2014 10.47
2015 8.41
2016 0.63
2017 7.65
2018 -5.10
2019 16.33
2020 10.59
2021 10.11
2022 -13.23
2023 11.91
2024 18.92
2025 10.70

IncomePlus v2.1

2009
2010
2011
2012
2013 16.90
2014 10.42
2015 8.37
2016 0.60
2017 7.63
2018 -5.12
2019 16.30
2020 10.56
2021 10.08
2022 -13.26
2023 11.89
2024 18.89
2025 10.67

IncomePlus v2.1 (F-Class)

2009
2010
2011
2012
2013 18.64
2014 12.18
2015 9.53
2016 1.66
2017 8.70
2018 -4.16
2019 17.52
2020 11.77
2021 11.47
2022 -12.25
2023 13.20
2024 20.62
2025 12.33

IncomePlus v2.2

2009
2010
2011
2012
2013
2014 10.42
2015 8.37
2016 0.60
2017 7.60
2018 -5.15
2019 16.29
2020 10.55
2021 10.06
2022 -13.27
2023 11.88
2024 18.88
2025 10.67

IncomePlus v2.2 (F-Class)

2009
2010
2011
2012
2013
2014 12.12
2015 9.54
2016 1.77
2017 8.72
2018 -4.17
2019 17.48
2020 11.76
2021 11.48
2022 -12.21
2023 13.21
2024 20.61
2025 12.32

InvestmentPlus 75/100 (F-Class)

2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025 10.83

InvestmentPlus 75/100 (Front-end, Back-end, Low-load, No-load with CB)

2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025 10.26

InvestmentPlus 75/75 (F-Class)

2009
2010
2011 -4.80
2012 8.42
2013 18.14
2014 11.61
2015 9.53
2016 1.67
2017 8.76
2018 -4.06
2019 17.57
2020 11.75
2021 11.27
2022 -12.32
2023 13.09
2024 20.18
2025 11.87

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

2009
2010 7.70
2011 -6.01
2012 7.28
2013 16.93
2014 10.47
2015 8.41
2016 0.63
2017 7.65
2018 -5.10
2019 16.33
2020 10.59
2021 10.11
2022 -13.23
2023 11.91
2024 18.92
2025 10.70
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
EstatePlus(Elite) -5.41 7.99 17.78 11.29 9.22 1.35 8.43 -4.40 17.18 11.40 10.94 -12.58 12.73 19.79 11.52
IncomePlus v2.0(Elite) -5.41 7.99 17.78 11.29 9.22 1.35 8.43 -4.40 17.18 11.40 10.94 -12.58 12.73 19.79 11.52
IncomePlus v2.1 (Elite) 17.46 11.30 9.17 1.30 8.50 -4.26 17.25 11.31 10.85 -12.66 12.65 19.70 11.43
IncomePlus v2.2 (Elite) 11.18 9.11 1.28 8.34 -4.48 17.08 11.32 11.36 -12.33 13.06 19.70 11.43
InvestmentPlus 75/100 (Elite) 10.67
InvestmentPlus 75/75 (Elite) (selected) -5.41 7.99 17.78 11.29 9.22 1.35 8.43 -4.40 17.18 11.40 10.94 -12.58 12.73 19.79 11.52
EstatePlus(F-Class) -4.80 8.42 18.14 11.61 9.53 1.67 8.76 -4.06 17.57 11.75 11.27 -12.32 13.09 20.18 11.87
EstatePlus(Front-end, Back-end, Low-load, No-load with CB) 7.70 -6.01 7.28 16.93 10.47 8.41 0.63 7.65 -5.10 16.33 10.59 10.11 -13.23 11.91 18.92 10.70
IncomePlus v2.0(F-Class) -4.80 8.42 18.14 11.61 9.53 1.67 8.76 -4.06 17.57 11.75 11.27 -12.32 13.09 20.18 11.87
IncomePlus v2.0(Front-end, Back-end, Low-load, No-load with CB) 7.70 -6.01 7.28 16.93 10.47 8.41 0.63 7.65 -5.10 16.33 10.59 10.11 -13.23 11.91 18.92 10.70
IncomePlus v2.1 16.90 10.42 8.37 0.60 7.63 -5.12 16.30 10.56 10.08 -13.26 11.89 18.89 10.67
IncomePlus v2.1 (F-Class) 18.64 12.18 9.53 1.66 8.70 -4.16 17.52 11.77 11.47 -12.25 13.20 20.62 12.33
IncomePlus v2.2 10.42 8.37 0.60 7.60 -5.15 16.29 10.55 10.06 -13.27 11.88 18.88 10.67
IncomePlus v2.2 (F-Class) 12.12 9.54 1.77 8.72 -4.17 17.48 11.76 11.48 -12.21 13.21 20.61 12.32
InvestmentPlus 75/100 (F-Class) 10.83
InvestmentPlus 75/100 (Front-end, Back-end, Low-load, No-load with CB) 10.26
InvestmentPlus 75/75 (F-Class) -4.80 8.42 18.14 11.61 9.53 1.67 8.76 -4.06 17.57 11.75 11.27 -12.32 13.09 20.18 11.87
InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB) 7.70 -6.01 7.28 16.93 10.47 8.41 0.63 7.65 -5.10 16.33 10.59 10.11 -13.23 11.91 18.92 10.70

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 %
Equities 69.69
Fixed income 29.26
Cash and equivalents 1.04

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 47.94
United States 31.52
United Kingdom 2.99
Netherlands 2.52
Spain 1.85
Ireland 1.58
Taiwan 1.51
Japan 1.50
Belgium 1.40
Switzerland 1.35
Other 5.81

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 21.93
Information tech. 21.84
Industrials 10.89
Cons. discrectionary 7.89
Materials 7.84
Energy 7.27
Communication serv. 6.93
Health care 6.35
Consumer staples 4.99
Utilities 2.36
Real Estate 1.70

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 government bonds 26.56
Canadian provincial bonds 24.91
Canadian investment grade bonds 18.95
Canadian Corporate Bonds 16.07
Canadian Mortgage-backed Securities 2.66
U.S. Corporate Bonds 1.77
Canadian Asset-backed Securities 1.62
Canadian municipal bonds 1.62
International investment grade bonds 1.32
Securitized 1.29
Other 3.24

Underlying Fund Holdings (%)

Name Weight %
Fidelity Global Disciplined Equity® Fund 50.47
Fidelity Canadian Bond Fund 29.74
Fidelity Canadian Disciplined Equity Fund 19.89

Top 10 Securities of Largest Fund Holding (%)

Name Weight %
NVIDIA Corp. 6.61
Apple Inc. 4.78
Alphabet Inc. Cap Stk Cl C 3.98
Amazon.com Inc. 2.96
Microsoft Corp. 2.79
Taiwan Semiconductor Manufacturing Co. Ltd. Twse Listed Stocks 2.59
Parker-Hannifin Corp. 2.41
Eli Lilly & Co. 2.02
Banco Santander S.A. Reg Shs 1.94
Trane Technologies PLC Shs 1.87

Historical Net Asset Values

Fees

 
InvestmentPlus 75/100 (Front-end, Back-end, Low-load, No-load with CB)
InvestmentPlus 75/100 (F-Class)
InvestmentPlus 75/100 (Elite)
InvestmentPlus 75/75 (F-Class)
InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB)
InvestmentPlus 75/75 (Elite) (selected)
EstatePlus(Elite)
EstatePlus(F-Class)
EstatePlus(Front-end, Back-end, Low-load, No-load with CB)
IncomePlus v2.2 (F-Class)
IncomePlus v2.2 (Elite)
IncomePlus v2.2
IncomePlus v2.1 (Elite)
IncomePlus v2.1 (F-Class)
IncomePlus v2.1
IncomePlus v2.0(F-Class)
IncomePlus v2.0(Front-end, Back-end, Low-load, No-load with CB)
IncomePlus v2.0(Elite)
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%) Fund Fee Rate (%)2
2.93 0.00 3.26
1.93 0.00 2.15
2.38 0.00 2.65
1.12 0.00 1.87
1.89 0.00 2.92
1.27 0.00 2.18
1.27 0.00 2.18 0.55
1.12 0.00 1.87 0.55
1.89 0.00 2.92 0.55
1.12 0.00 1.88 1.15
1.27 0.00 2.26 1.15
1.89 0.00 2.95 1.15
1.27 0.00 2.26 1.15
1.12 0.00 1.88 1.15
1.89 0.00 2.94 1.15
1.12 0.00 1.87 1.15
1.89 0.00 2.92 1.15
1.27 0.00 2.18 1.15

InvestmentPlus 75/100 (Front-end, Back-end, Low-load, No-load with CB)

Management Fee (%) 2.93
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.26
Fund Fee Rate (%)2

InvestmentPlus 75/100 (F-Class)

Management Fee (%) 1.93
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.15
Fund Fee Rate (%)2

InvestmentPlus 75/100 (Elite)

Management Fee (%) 2.38
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.65
Fund Fee Rate (%)2

InvestmentPlus 75/75 (F-Class)

Management Fee (%) 1.12
Insurance Fee (%) 0.00
Management Expense Ratio (%) 1.87
Fund Fee Rate (%)2

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

Management Fee (%) 1.89
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.92
Fund Fee Rate (%)2

InvestmentPlus 75/75 (Elite)

Management Fee (%) 1.27
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.18
Fund Fee Rate (%)2

EstatePlus(Elite)

Management Fee (%) 1.27
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.18
Fund Fee Rate (%)2 0.55

EstatePlus(F-Class)

Management Fee (%) 1.12
Insurance Fee (%) 0.00
Management Expense Ratio (%) 1.87
Fund Fee Rate (%)2 0.55

EstatePlus(Front-end, Back-end, Low-load, No-load with CB)

Management Fee (%) 1.89
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.92
Fund Fee Rate (%)2 0.55

IncomePlus v2.2 (F-Class)

Management Fee (%) 1.12
Insurance Fee (%) 0.00
Management Expense Ratio (%) 1.88
Fund Fee Rate (%)2 1.15

IncomePlus v2.2 (Elite)

Management Fee (%) 1.27
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.26
Fund Fee Rate (%)2 1.15

IncomePlus v2.2

Management Fee (%) 1.89
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.95
Fund Fee Rate (%)2 1.15

IncomePlus v2.1 (Elite)

Management Fee (%) 1.27
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.26
Fund Fee Rate (%)2 1.15

IncomePlus v2.1 (F-Class)

Management Fee (%) 1.12
Insurance Fee (%) 0.00
Management Expense Ratio (%) 1.88
Fund Fee Rate (%)2 1.15

IncomePlus v2.1

Management Fee (%) 1.89
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.94
Fund Fee Rate (%)2 1.15

IncomePlus v2.0(F-Class)

Management Fee (%) 1.12
Insurance Fee (%) 0.00
Management Expense Ratio (%) 1.87
Fund Fee Rate (%)2 1.15

IncomePlus v2.0(Front-end, Back-end, Low-load, No-load with CB)

Management Fee (%) 1.89
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.92
Fund Fee Rate (%)2 1.15

IncomePlus v2.0(Elite)

Management Fee (%) 1.27
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.18
Fund Fee Rate (%)2 1.15
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%) Fund Fee Rate (%)2
EstatePlus(Elite) 1.27 0.00 2.18 0.55
EstatePlus(F-Class) 1.12 0.00 1.87 0.55
EstatePlus(Front-end, Back-end, Low-load, No-load with CB) 1.89 0.00 2.92 0.55
IncomePlus v2.0(Elite) 1.27 0.00 2.18 1.15
IncomePlus v2.0(F-Class) 1.12 0.00 1.87 1.15
IncomePlus v2.0(Front-end, Back-end, Low-load, No-load with CB) 1.89 0.00 2.92 1.15
IncomePlus v2.1 1.89 0.00 2.94 1.15
IncomePlus v2.1 (Elite) 1.27 0.00 2.26 1.15
IncomePlus v2.1 (F-Class) 1.12 0.00 1.88 1.15
IncomePlus v2.2 1.89 0.00 2.95 1.15
IncomePlus v2.2 (Elite) 1.27 0.00 2.26 1.15
IncomePlus v2.2 (F-Class) 1.12 0.00 1.88 1.15
InvestmentPlus 75/100 (Elite) 2.38 0.00 2.65
InvestmentPlus 75/100 (F-Class) 1.93 0.00 2.15
InvestmentPlus 75/100 (Front-end, Back-end, Low-load, No-load with CB) 2.93 0.00 3.26
InvestmentPlus 75/75 (Elite) (selected) 1.27 0.00 2.18
InvestmentPlus 75/75 (F-Class) 1.12 0.00 1.87
InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB) 1.89 0.00 2.92

2Fund Fee Rates are used to calculate the applicable Series fee and depend on the volatility of the Fund, all as described in the applicable Information Folder and Contract. The Series fee is in addition to the MER.