Overview

Quick Facts

Daily Price

$23.5649
1.25% ($0.29)
April 02, 2026

Summary Stats

Asset Class Global Equity
Risk Medium
MER 1 2.36%
Net Assets $32.52 M
Inception Date October 28, 2013
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 Global Listed Infrastructure Fund

Underlying Fund Manager

Manulife Investment Management Limited

Portfolio Sub-Advisor

Brookfield Investment Management

Portfolio Management Team

Brookfield Asset Management Inc. 

Investment Objective

This Global Equity Fund seeks to achieve long-term capital appreciation by investing primarily in the securities of companies believed to be well-financed and well-managed in infrastructure and related industries and priced below their intrinsic values.

Fund Codes

FE BE LL F-Class Elite FE Elite BE Elite LL
MRP1812 MRP1516 MRP1441
Fund Status SWO SWO SWO
MRP1426
Fund Status SWO
MRP1952 MRP1706 MRP1719
Fund Status SWO SWO SWO

Elite

FE
BE
LL
F-Class
Elite FE MRP1812 SWO
Elite BE MRP1516 SWO
Elite LL MRP1441 SWO

F-Class (selected)

FE
BE
LL
F-Class MRP1426 SWO
Elite FE
Elite BE
Elite LL

Front-end, Back-end, Low-load

FE MRP1952 SWO
BE MRP1706 SWO
LL MRP1719 SWO
F-Class
Elite FE
Elite BE
Elite LL
FE BE LL F-Class Elite FE Elite BE Elite LL
Elite MRP1812 MRP1516 MRP1441
Fund Status SWO SWO SWO
F-Class MRP1426
Fund Status SWO
Front-end, Back-end, Low-load MRP1952 MRP1706 MRP1719
Fund Status SWO SWO SWO

Performance ±

Growth Chart

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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
10.46 10.58 14.57 13.81 16.60 12.26 11.68 7.38 6.88
10.47 10.55 14.46 13.80 16.33 12.46 11.99 7.65 7.15
10.40 10.40 14.20 13.69 15.84 11.58 11.02 6.66 6.17

Elite

1 month 10.46
3 months 10.58
6 months 14.57
YTD 13.81
1 year 16.60
3 years 12.26
5 years 11.68
10 years 7.38
Inception 6.88

F-Class

1 month 10.47
3 months 10.55
6 months 14.46
YTD 13.80
1 year 16.33
3 years 12.46
5 years 11.99
10 years 7.65
Inception 7.15

Front-end, Back-end, Low-load

1 month 10.40
3 months 10.40
6 months 14.20
YTD 13.69
1 year 15.84
3 years 11.58
5 years 11.02
10 years 6.66
Inception 6.17
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
Elite 10.46 10.58 14.57 13.81 16.60 12.26 11.68 7.38 6.88
F-Class (selected) 10.47 10.55 14.46 13.80 16.33 12.46 11.99 7.65 7.15
Front-end, Back-end, Low-load 10.40 10.40 14.20 13.69 15.84 11.58 11.02 6.66 6.17

Calendar Returns (%)

2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
15.52 -3.08 7.08 4.46 -2.20 20.30 -11.78 16.83 0.76 2.52 16.54 4.88
15.86 -2.87 7.26 4.61 -2.02 20.53 -11.44 17.32 1.19 2.97 16.99 4.67
14.83 -3.78 6.22 3.62 -2.98 19.35 -12.31 16.17 0.20 1.96 15.83 4.19

Elite

2013
2014 15.52
2015 -3.08
2016 7.08
2017 4.46
2018 -2.20
2019 20.30
2020 -11.78
2021 16.83
2022 0.76
2023 2.52
2024 16.54
2025 4.88

F-Class

2013
2014 15.86
2015 -2.87
2016 7.26
2017 4.61
2018 -2.02
2019 20.53
2020 -11.44
2021 17.32
2022 1.19
2023 2.97
2024 16.99
2025 4.67

Front-end, Back-end, Low-load

2013
2014 14.83
2015 -3.78
2016 6.22
2017 3.62
2018 -2.98
2019 19.35
2020 -12.31
2021 16.17
2022 0.20
2023 1.96
2024 15.83
2025 4.19
2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Elite 15.52 -3.08 7.08 4.46 -2.20 20.30 -11.78 16.83 0.76 2.52 16.54 4.88
F-Class (selected) 15.86 -2.87 7.26 4.61 -2.02 20.53 -11.44 17.32 1.19 2.97 16.99 4.67
Front-end, Back-end, Low-load 14.83 -3.78 6.22 3.62 -2.98 19.35 -12.31 16.17 0.20 1.96 15.83 4.19

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 %
Equities 98.38
Cash and equivalents 2.05

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 50.14
Canada 12.94
France 9.53
United Kingdom 9.24
Spain 3.56
Italy 2.57
Japan 2.45
Mexico 2.16
Thailand 2.12
Great Britain 1.57
Other 3.72

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 %
Utilities 41.16
Energy 29.35
Industrials 16.88
Real Estate 9.61
Communication serv. 3.00

Top 10 Holdings (%)

Name Weight %
Williams Cos. Inc. (The) 7.13
National Grid PLC Ord Gbp0.12431289 7.03
Targa Resources Corp. 5.91
TC Energy Corp. 5.89
Vinci S.A. Shs 5.72
Enbridge Inc. 5.06
Sempra 5.02
Crown Castle Inc. 4.98
Cheniere Energy Inc. Com New 4.41
PG&E Corp. 3.98

Historical Net Asset Values

Fees

 
Elite
Front-end, Back-end, Low-load
F-Class (selected)
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
1.23 0.00 2.71
1.86 0.00 3.35
0.95 0.00 2.36

Elite

Management Fee (%) 1.23
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.71

Front-end, Back-end, Low-load

Management Fee (%) 1.86
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.35

F-Class

Management Fee (%) 0.95
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.36
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
Elite 1.23 0.00 2.71
F-Class (selected) 0.95 0.00 2.36
Front-end, Back-end, Low-load 1.86 0.00 3.35