Overview

Quick Facts

Daily Price

$19.9543
0.09% ($0.02)
April 02, 2026

Summary Stats

Asset Class Multi-Sector Fixed Income
Risk Low
MER 1 2.46%
Net Assets $72.59 M
Inception Date November 01, 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. 

Underlying Fund

Manulife Corporate Bond Fund

Underlying Fund Manager

Manulife Investment Management Limited

Portfolio Management Team

Manulife Canadian Fixed Income Team

Investment Objective

The Fund seeks to obtain long-term returns and a steady flow of income. The Fund invests primarily in a diversified portfolio of Canadian and U.S. investment grade corporate and high yield bonds.

Fund Codes

FE BE
MLP4767 MLP4717
Fund Status SWO SWO
MLP4367 MLP4417
Fund Status SWO SWO

Class A - 100%

FE MLP4767 SWO
BE MLP4717 SWO

Class B - 75% (selected)

FE MLP4367 SWO
BE MLP4417 SWO
FE BE
Class A - 100% MLP4767 MLP4717
Fund Status SWO SWO
Class B - 75% MLP4367 MLP4417
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
0.60 0.40 1.56 0.98 1.89 4.91 1.35 3.05 3.26
0.63 0.48 1.73 1.03 2.23 5.26 1.67 3.24 3.51

Class A - 100%

1 month 0.60
3 months 0.40
6 months 1.56
YTD 0.98
1 year 1.89
3 years 4.91
5 years 1.35
10 years 3.05
Inception 3.26

Class B - 75%

1 month 0.63
3 months 0.48
6 months 1.73
YTD 1.03
1 year 2.23
3 years 5.26
5 years 1.67
10 years 3.24
Inception 3.51
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
Class A - 100% 0.60 0.40 1.56 0.98 1.89 4.91 1.35 3.05 3.26
Class B - 75% (selected) 0.63 0.48 1.73 1.03 2.23 5.26 1.67 3.24 3.51

Calendar Returns (%)

2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
4.01 -0.81 -8.64 24.71 9.01 4.32 7.45 3.14 2.52 -1.86 8.34 3.27 -3.50 7.98 4.73 1.87 -10.39 6.70 6.52 2.32
8.62 -0.72 -8.59 24.78 9.06 4.38 7.49 3.21 2.56 -1.82 8.39 3.30 -3.47 8.02 4.79 2.04 -10.05 7.07 6.86 2.66

Class A - 100%

2005
2006 4.01
2007 -0.81
2008 -8.64
2009 24.71
2010 9.01
2011 4.32
2012 7.45
2013 3.14
2014 2.52
2015 -1.86
2016 8.34
2017 3.27
2018 -3.50
2019 7.98
2020 4.73
2021 1.87
2022 -10.39
2023 6.70
2024 6.52
2025 2.32

Class B - 75%

2005
2006 8.62
2007 -0.72
2008 -8.59
2009 24.78
2010 9.06
2011 4.38
2012 7.49
2013 3.21
2014 2.56
2015 -1.82
2016 8.39
2017 3.30
2018 -3.47
2019 8.02
2020 4.79
2021 2.04
2022 -10.05
2023 7.07
2024 6.86
2025 2.66
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Class A - 100% 4.01 -0.81 -8.64 24.71 9.01 4.32 7.45 3.14 2.52 -1.86 8.34 3.27 -3.50 7.98 4.73 1.87 -10.39 6.70 6.52 2.32
Class B - 75% (selected) 8.62 -0.72 -8.59 24.78 9.06 4.38 7.49 3.21 2.56 -1.82 8.39 3.30 -3.47 8.02 4.79 2.04 -10.05 7.07 6.86 2.66

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 97.06
Cash and equivalents 1.28
Equities 1.19

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 59.20
United States 33.23
Japan 2.74
Ireland 0.78
Netherlands 0.78
Luxembourg 0.72
France 0.61
Bermuda 0.49
United Kingdom 0.46
Australia 0.37
Other 0.63

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.

Floating rate bank loans 26.94
Canadian Corporate Bonds 17.36
U.S. Corporate Bonds 14.15
Canadian investment grade bonds 9.90
U.S. high yield bonds 7.83
International Corporate Bonds 5.20
Canadian high yield bonds 4.46
U.S. government bonds 2.96
Canadian government bonds 2.65
U.S. Asset-backed Securities 1.57
Other 6.97

Top 10 Holdings (%)

Name Weight %
United States Treasury Note, 4.13%, 8/15/2044 2.79
Brookfield Finance Inc. (FRN), 6.3%, 1/15/2055 1.66
Federal Home Loan Banks, 2/2/2026 1.49
Enbridge Inc. (FRN), 8.25%, 1/15/2084 1.43
Brookfield Infrastructure Finance ULC, 5.44%, 4/25/2034 1.13
Algonquin Power & Utilities Corp. (FRN), 4.75%, 1/18/2082 0.93
ATCO Ltd. (FRN), 5.5%, 11/1/2078 0.87
Capital Power (US Holdings) Inc., 6.19%, 6/1/2035 0.79
Venture Global LNG Inc. (FRN), 9%, 12/31/2049 0.74
Gov. of Canada, 2.75%, 12/1/2055 0.74

Historical Net Asset Values

Fees

 
Class A - 100%
Class B - 75% (selected)
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
2.37 0.00 2.79
2.19 0.00 2.46

Class A - 100%

Management Fee (%) 2.37
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.79

Class B - 75%

Management Fee (%) 2.19
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.46
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
Class A - 100% 2.37 0.00 2.79
Class B - 75% (selected) 2.19 0.00 2.46