Overview

Quick Facts

Daily Price

$17.7850
0.38% ($0.07)
April 17, 2026

Summary Stats

Asset Class Global Neutral Balanced
Risk Low to Medium
MER 1 3.47%
Net Assets $1.24 B
Inception Date September 19, 2014
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 U.S. Monthly High Income Fund

Underlying Fund Manager

Manulife Investment Management Limited

Portfolio Management Team

Manulife Essential Equity Team

Investment Objective

This Balanced Fund seeks to provide a combination of income and capital appreciation by investing primarily in a diversified portfolio of U.S. dividend paying and other equity securities as well as fixed income securities.

Fund Codes

FE BE
MIF4563 MIF4463
Fund Status SWO SWO
MIF3563 MIF3663
Fund Status SWO SWO

Series 1 - 100% (selected)

FE MIF4563 SWO
BE MIF4463 SWO

Series 2 - 75%

FE MIF3563 SWO
BE MIF3663 SWO
FE BE
Series 1 - 100% MIF4563 MIF4463
Fund Status SWO SWO
Series 2 - 75% MIF3563 MIF3663
Fund Status 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
-1.76 -1.32 -2.11 -1.32 2.10 4.97 3.05 5.18 4.87
-1.72 -1.21 -1.89 -1.21 2.54 5.42 3.49 5.62 5.29

Series 1 - 100%

1 month -1.76
3 months -1.32
6 months -2.11
YTD -1.32
1 year 2.10
3 years 4.97
5 years 3.05
10 years 5.18
Inception 4.87

Series 2 - 75%

1 month -1.72
3 months -1.21
6 months -1.89
YTD -1.21
1 year 2.54
3 years 5.42
5 years 3.49
10 years 5.62
Inception 5.29
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
Series 1 - 100% (selected) -1.76 -1.32 -2.11 -1.32 2.10 4.97 3.05 5.18 4.87
Series 2 - 75% -1.72 -1.21 -1.89 -1.21 2.54 5.42 3.49 5.62 5.29

Calendar Returns (%)

2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
1.26 4.10 9.73 -4.57 18.39 13.80 19.74 -19.33 4.51 11.64 3.16
1.59 4.52 10.17 -4.17 18.86 14.28 20.24 -18.98 4.94 12.11 3.60

Series 1 - 100%

2014
2015 1.26
2016 4.10
2017 9.73
2018 -4.57
2019 18.39
2020 13.80
2021 19.74
2022 -19.33
2023 4.51
2024 11.64
2025 3.16

Series 2 - 75%

2014
2015 1.59
2016 4.52
2017 10.17
2018 -4.17
2019 18.86
2020 14.28
2021 20.24
2022 -18.98
2023 4.94
2024 12.11
2025 3.60
2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Series 1 - 100% (selected) 1.26 4.10 9.73 -4.57 18.39 13.80 19.74 -19.33 4.51 11.64 3.16
Series 2 - 75% 1.59 4.52 10.17 -4.17 18.86 14.28 20.24 -18.98 4.94 12.11 3.60

Portfolio Allocation as of February 28, 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 56.72
Fixed income 42.96
Cash and equivalents 0.33

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 96.64
Ireland 0.57
France 0.41
United Kingdom 0.41
Luxembourg 0.20
Panama 0.18
Norway 0.18
Switzerland 0.17
Cayman Islands 0.16
Israel 0.14
Other 0.93

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 %
Information tech. 31.53
Financials 13.61
Health care 11.62
Industrials 9.37
Communication serv. 9.01
Cons. discrectionary 9.00
Energy 5.67
Consumer staples 4.30
Utilities 2.48
Materials 2.04
Real Estate 1.38

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.

U.S. Mortgage-backed Securities 36.75
U.S. government bonds 13.85
U.S. Corporate Bonds 11.18
Floating rate bank loans 10.23
U.S. Asset-backed Securities 8.03
U.S. investment grade bonds 7.66
U.S. high yield bonds 4.06
International Corporate Bonds 2.82
U.S. federal bonds 1.70
International investment grade bonds 1.19
Other 2.53

Top 10 Holdings (%)

Name Weight %
NVIDIA Corp. 4.40
Apple Inc. 3.95
Alphabet Inc. Cl A 3.26
Microsoft Corp. 2.32
Amazon.com Inc. 1.71
Berkshire Hathaway Inc. Cl B New 1.54
Broadcom Inc. 1.50
JPMorgan Chase & Co. 1.41
Johnson & Johnson 1.36
Eli Lilly & Co. 1.29

Historical Net Asset Values

Fees

 
Series 1 - 100% (selected)
Series 2 - 75%
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
2.49 0.00 3.47
2.13 0.00 3.05

Series 1 - 100%

Management Fee (%) 2.49
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.47

Series 2 - 75%

Management Fee (%) 2.13
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.05
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
Series 1 - 100% (selected) 2.49 0.00 3.47
Series 2 - 75% 2.13 0.00 3.05