Overview

Quick Facts

Daily Price

$24.2698
0.76% ($0.18)
February 06, 2026

Summary Stats

Asset Class Global Neutral Balanced
Risk Low to Medium
MER 1 2.80%
Net Assets $280.52 M
Inception Date December 05, 2005
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. 

Fund Manager

Manulife

Portfolio Management Team

Manulife Multi-Asset Solutions Team

Investment Objective

The fund seeks to provide income generation and long-term growth consistent with preservation of capital. The Portfolio is a strategic asset allocation portfolio. It invests its assets in other mutual funds, focusing on fixed income and dividend paying Canadian equity funds.

Fund Codes

FE BE
MIF288 MIF088
Fund Status SWO SWO
MIF668 MIF768
Fund Status SWO SWO

Series 1 - 100%

FE MIF288 SWO
BE MIF088 SWO

Series 2 - 75% (selected)

FE MIF668 SWO
BE MIF768 SWO
FE BE
Series 1 - 100% MIF288 MIF088
Fund Status SWO SWO
Series 2 - 75% MIF668 MIF768
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
1.11 1.30 5.55 1.11 7.83 7.78 4.40 4.56 4.08
1.14 1.37 5.71 1.14 8.16 8.11 4.72 4.89 4.43

Series 1 - 100%

1 month 1.11
3 months 1.30
6 months 5.55
YTD 1.11
1 year 7.83
3 years 7.78
5 years 4.40
10 years 4.56
Inception 4.08

Series 2 - 75%

1 month 1.14
3 months 1.37
6 months 5.71
YTD 1.14
1 year 8.16
3 years 8.11
5 years 4.72
10 years 4.89
Inception 4.43
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
Series 1 - 100% 1.11 1.30 5.55 1.11 7.83 7.78 4.40 4.56 4.08
Series 2 - 75% (selected) 1.14 1.37 5.71 1.14 8.16 8.11 4.72 4.89 4.43

Calendar Returns (%)

2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
3.56 0.86 -13.37 17.75 10.12 -1.36 4.67 9.64 5.77 3.82 2.86 7.14 -6.08 12.77 6.11 7.72 -11.90 7.26 9.80 9.10
3.90 -1.48 -10.67 18.16 10.51 -1.01 5.04 10.01 6.10 4.14 3.19 7.49 -5.77 13.13 6.44 8.06 -11.63 7.60 10.14 9.43

Series 1 - 100%

2005
2006 3.56
2007 0.86
2008 -13.37
2009 17.75
2010 10.12
2011 -1.36
2012 4.67
2013 9.64
2014 5.77
2015 3.82
2016 2.86
2017 7.14
2018 -6.08
2019 12.77
2020 6.11
2021 7.72
2022 -11.90
2023 7.26
2024 9.80
2025 9.10

Series 2 - 75%

2005
2006 3.90
2007 -1.48
2008 -10.67
2009 18.16
2010 10.51
2011 -1.01
2012 5.04
2013 10.01
2014 6.10
2015 4.14
2016 3.19
2017 7.49
2018 -5.77
2019 13.13
2020 6.44
2021 8.06
2022 -11.63
2023 7.60
2024 10.14
2025 9.43
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Series 1 - 100% 3.56 0.86 -13.37 17.75 10.12 -1.36 4.67 9.64 5.77 3.82 2.86 7.14 -6.08 12.77 6.11 7.72 -11.90 7.26 9.80 9.10
Series 2 - 75% (selected) 3.90 -1.48 -10.67 18.16 10.51 -1.01 5.04 10.01 6.10 4.14 3.19 7.49 -5.77 13.13 6.44 8.06 -11.63 7.60 10.14 9.43

Portfolio Allocation as of December 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 47.35
Fixed income 45.16
Mutual funds 4.85
Cash and equivalents 2.38

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 48.22
United States 28.40
United Kingdom 3.07
Japan 2.66
France 1.40
Netherlands 1.10
Switzerland 1.03
Ireland 1.02
Germany 0.99
Australia 0.98
Other 11.13

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 26.96
Information tech. 15.35
Industrials 12.11
Energy 9.26
Materials 6.98
Health care 6.73
Cons. discrectionary 6.50
Communication serv. 5.81
Consumer staples 5.39
Utilities 3.30
Real Estate 1.62

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 Corporate Bonds 13.50
Floating rate bank loans 12.90
Canadian provincial bonds 12.75
International Corporate Bonds 8.52
U.S. Corporate Bonds 8.15
Canadian government bonds 7.56
Canadian investment grade bonds 6.78
U.S. high yield bonds 6.72
International government bonds 3.96
U.S. government bonds 3.62
Other 15.53

Underlying Fund Holdings (%)

Name Weight %
Manulife Canadian Bond Fund 14.36
Manulife Corporate Bond Fund 10.00
Manulife Strategic Income Fund 8.99
Manulife Fundamental Dividend Fund 7.87
Manulife Dividend Income Fund 7.83
Manulife U.S. Dividend Income Fund 7.82
Manulife Canadian Universe Bond Fund 4.94
Manulife World Investment Class 4.91
Manulife Smart Dividend ETF 4.90
MIM SYST. INFRA EQTY PF 4.85

Historical Net Asset Values

Fees

 
Series 1 - 100%
Series 2 - 75% (selected)
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
1.96 0.00 3.11
1.96 0.00 2.80

Series 1 - 100%

Management Fee (%) 1.96
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.11

Series 2 - 75%

Management Fee (%) 1.96
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.80
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
Series 1 - 100% 1.96 0.00 3.11
Series 2 - 75% (selected) 1.96 0.00 2.80