Overview

Quick Facts

Daily Price

$12.1370
0.40% ($0.05)
April 01, 2026

Summary Stats

Asset Class Multi-Sector Fixed Income
Risk Low
MER 1 1.73%
Net Assets $1.89 M
Inception Date April 30, 2015
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. 

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

FE BE LL Elite FE
MGS2381
Fund Status ADO
MGS2369 MGS2370 MGS2371
Fund Status ADO SWO SWO

75 Series (Elite) (selected)

FE
BE
LL
Elite FE MGS2381 ADO

75 Series

FE MGS2369 ADO
BE MGS2370 SWO
LL MGS2371 SWO
Elite FE
FE BE LL Elite FE
75 Series (Elite) MGS2381
Fund Status ADO
75 Series MGS2369 MGS2370 MGS2371
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
1.58 1.16 2.75 1.96 4.86 4.88 0.96 1.89 2.03
1.46 0.83 2.04 1.74 3.38 3.43 -0.38 0.76 0.96

75 Series (Elite)

1 month 1.58
3 months 1.16
6 months 2.75
YTD 1.96
1 year 4.86
3 years 4.88
5 years 0.96
10 years 1.89
Inception 2.03

75 Series

1 month 1.46
3 months 0.83
6 months 2.04
YTD 1.74
1 year 3.38
3 years 3.43
5 years -0.38
10 years 0.76
Inception 0.96
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
75 Series (Elite) (selected) 1.58 1.16 2.75 1.96 4.86 4.88 0.96 1.89 2.03
75 Series 1.46 0.83 2.04 1.74 3.38 3.43 -0.38 0.76 0.96

Calendar Returns (%)

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
2.11 1.73 -0.49 5.76 7.47 -1.76 -9.00 5.08 3.64 4.23
1.29 1.02 -1.30 4.95 6.07 -2.98 -10.11 3.70 2.21 2.74

75 Series (Elite)

2015
2016 2.11
2017 1.73
2018 -0.49
2019 5.76
2020 7.47
2021 -1.76
2022 -9.00
2023 5.08
2024 3.64
2025 4.23

75 Series

2015
2016 1.29
2017 1.02
2018 -1.30
2019 4.95
2020 6.07
2021 -2.98
2022 -10.11
2023 3.70
2024 2.21
2025 2.74
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
75 Series (Elite) (selected) 2.11 1.73 -0.49 5.76 7.47 -1.76 -9.00 5.08 3.64 4.23
75 Series 1.29 1.02 -1.30 4.95 6.07 -2.98 -10.11 3.70 2.21 2.74

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

 
75 Series (Elite) (selected)
75 Series
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
0.90 0.00 1.73
1.36 0.00 2.28

75 Series (Elite)

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

75 Series

Management Fee (%) 1.36
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.28
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
75 Series 1.36 0.00 2.28
75 Series (Elite) (selected) 0.90 0.00 1.73