Overview

Quick Facts

Daily Price

$18.8781
0.22% ($0.04)
April 02, 2026

Summary Stats

Asset Class Global Equity
Risk Medium
MER 1 3.04%
Net Assets $444.70 M
Inception Date October 14, 2016
Fund Status Open to switches-in 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. 

Underlying Fund

Manulife Global Equity 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 aims to obtain long-term capital growth. The Fund seeks to provide above average long-term returns by investing in securities of companies around the world.

Fund Codes

FE BE LL Elite FE
MGS1752
Fund Status ADO
MGS1741 MGS1742 MGS1751
Fund Status ADO SWO SWO

75 Series (Elite)

FE
BE
LL
Elite FE MGS1752 ADO

75 Series (selected)

FE MGS1741 ADO
BE MGS1742 SWO
LL MGS1751 SWO
Elite FE
FE BE LL Elite FE
75 Series (Elite) MGS1752
Fund Status ADO
75 Series MGS1741 MGS1742 MGS1751
Fund Status ADO SWO SWO

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
-0.42 0.97 3.31 0.87 -1.82 7.03 6.34 8.53
-0.50 0.70 2.77 0.70 -2.84 5.91 5.22 7.43

75 Series (Elite)

1 month -0.42
3 months 0.97
6 months 3.31
YTD 0.87
1 year -1.82
3 years 7.03
5 years 6.34
10 years
Inception 8.53

75 Series

1 month -0.50
3 months 0.70
6 months 2.77
YTD 0.70
1 year -2.84
3 years 5.91
5 years 5.22
10 years
Inception 7.43
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
75 Series (Elite) -0.42 0.97 3.31 0.87 -1.82 7.03 6.34 8.53
75 Series (selected) -0.50 0.70 2.77 0.70 -2.84 5.91 5.22 7.43

Calendar Returns (%)

2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
16.84 3.34 20.03 9.54 20.67 -11.69 16.50 9.86 -1.64
15.58 2.24 18.94 8.53 19.41 -12.61 15.28 8.71 -2.67

75 Series (Elite)

2016
2017 16.84
2018 3.34
2019 20.03
2020 9.54
2021 20.67
2022 -11.69
2023 16.50
2024 9.86
2025 -1.64

75 Series

2016
2017 15.58
2018 2.24
2019 18.94
2020 8.53
2021 19.41
2022 -12.61
2023 15.28
2024 8.71
2025 -2.67
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
75 Series (Elite) 16.84 3.34 20.03 9.54 20.67 -11.69 16.50 9.86 -1.64
75 Series (selected) 15.58 2.24 18.94 8.53 19.41 -12.61 15.28 8.71 -2.67

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 97.95
Cash and equivalents 2.16

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 49.89
Canada 6.73
Taiwan 5.80
United Kingdom 5.46
France 5.27
Japan 4.16
South Korea 3.81
Switzerland 3.38
Norway 3.17
Italy 3.14
Other 9.20

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 25.86
Information tech. 21.66
Communication serv. 15.13
Industrials 11.43
Cons. discrectionary 9.70
Health care 6.65
Consumer staples 6.58
Materials 1.38
Energy 1.22
Utilities 0.39

Top 10 Holdings (%)

Name Weight %
Taiwan Semiconductor Manufacturing Co. Ltd. Twse Listed Stocks 5.74
Alphabet Inc. Cap Stk Cl C 5.40
Microsoft Corp. 4.93
Amazon.com Inc. 4.17
Marsh & McLennan Cos. 3.39
SK hynix Inc. Shs 3.31
Meta Platforms Inc. Cl A 2.87
Visa Inc. Com Cl A 2.86
Berkshire Hathaway Inc. Cl A 2.62
Booking Holdings Inc. 2.55

Historical Net Asset Values

Fees

 
75 Series (Elite)
75 Series (selected)
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
1.89 0.00 1.99
2.57 0.00 3.04

75 Series (Elite)

Management Fee (%) 1.89
Insurance Fee (%) 0.00
Management Expense Ratio (%) 1.99

75 Series

Management Fee (%) 2.57
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.04
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
75 Series (selected) 2.57 0.00 3.04
75 Series (Elite) 1.89 0.00 1.99