Overview

Quick Facts

Daily Price

$23.6945
0.15% ($0.04)
October 27, 2025

Summary Stats

Asset Class Canadian Neutral Balanced
Risk Low to Medium
MER 1 3.08%
Net Assets $3.54 M
Inception Date April 30, 2012
Fund Status Open to switches-in only
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

The objective of this fund is to provide a 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”). The fundamental investment objective of the Fund cannot be changed without the approval of investors who own securities in the Fund.

Fund Codes

BE NL
MIF038
Fund Status SWO
MIF139
Fund Status Capped

NAL Investor - 100% (BE) (selected)

BE MIF038 SWO
NL

NAL Investor - 100% (NL)

BE
NL MIF139 Capped
BE NL
NAL Investor - 100% (BE) MIF038
Fund Status SWO
NAL Investor - 100% (NL) MIF139
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
3.08 5.92 7.81 8.14 12.64 11.83 6.90 5.64 6.54
3.36 6.76 9.49 10.65 16.14 15.31 10.23 8.94 9.52

NAL Investor - 100% (BE)

1 month 3.08
3 months 5.92
6 months 7.81
YTD 8.14
1 year 12.64
3 years 11.83
5 years 6.90
10 years 5.64
Inception 6.54

NAL Investor - 100% (NL)

1 month 3.36
3 months 6.76
6 months 9.49
YTD 10.65
1 year 16.14
3 years 15.31
5 years 10.23
10 years 8.94
Inception 9.52
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
NAL Investor - 100% (BE) (selected) 3.08 5.92 7.81 8.14 12.64 11.83 6.90 5.64 6.54
NAL Investor - 100% (NL) 3.36 6.76 9.49 10.65 16.14 15.31 10.23 8.94 9.52

Calendar Returns (%)

2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
14.77 15.32 -0.95 4.65 9.48 -6.68 12.66 5.61 12.23 -11.96 7.62 17.23
18.95 2.16 7.92 12.89 -3.74 16.20 8.96 15.71 -9.22 10.98 20.88

NAL Investor - 100% (BE)

2012
2013 14.77
2014 15.32
2015 -0.95
2016 4.65
2017 9.48
2018 -6.68
2019 12.66
2020 5.61
2021 12.23
2022 -11.96
2023 7.62
2024 17.23

NAL Investor - 100% (NL)

2012
2013
2014 18.95
2015 2.16
2016 7.92
2017 12.89
2018 -3.74
2019 16.20
2020 8.96
2021 15.71
2022 -9.22
2023 10.98
2024 20.88
2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
NAL Investor - 100% (BE) (selected) 14.77 15.32 -0.95 4.65 9.48 -6.68 12.66 5.61 12.23 -11.96 7.62 17.23
NAL Investor - 100% (NL) 18.95 2.16 7.92 12.89 -3.74 16.20 8.96 15.71 -9.22 10.98 20.88

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 3.43

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 71.46
United States 20.38
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 2.51
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

 
NAL Investor - 100% (BE) (selected)
NAL Investor - 100% (NL)
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
1.25 0.00 3.08
0.00 0.00 0.00

NAL Investor - 100% (BE)

Management Fee (%) 1.25
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.08

NAL Investor - 100% (NL)

Management Fee (%) 0.00
Insurance Fee (%) 0.00
Management Expense Ratio (%) 0.00
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
NAL Investor - 100% (BE) (selected) 1.25 0.00 3.08
NAL Investor - 100% (NL) 0.00 0.00 0.00