Overview

Quick Facts

Daily Price

$13.4067
0.05% ($0.01)
February 06, 2026

Summary Stats

Asset Class Multi-Sector Fixed Income
Risk Low
MER 1 2.23%
Net Assets $72.59 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 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

F-Class FE BE LL Elite FE Elite BE Elite LL
MRP1587 MRP1560 MRP1504
Fund Status SWO SWO SWO
MRP1606
Fund Status SWO
MRP1609 MRP1357 MRP1380
Fund Status SWO SWO SWO

Elite

F-Class
FE
BE
LL
Elite FE MRP1587 SWO
Elite BE MRP1560 SWO
Elite LL MRP1504 SWO

F-Class

F-Class MRP1606 SWO
FE
BE
LL
Elite FE
Elite BE
Elite LL

Front-end, Back-end, Low-load (selected)

F-Class
FE MRP1609 SWO
BE MRP1357 SWO
LL MRP1380 SWO
Elite FE
Elite BE
Elite LL
F-Class FE BE LL Elite FE Elite BE Elite LL
Elite MRP1587 MRP1560 MRP1504
Fund Status SWO SWO SWO
F-Class MRP1606
Fund Status SWO
Front-end, Back-end, Low-load MRP1609 MRP1357 MRP1380
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
0.47 -0.02 2.18 0.47 3.02 5.48 2.28 3.57 2.99
0.53 0.19 2.60 0.53 3.89 6.37 3.13 4.03 3.49
0.42 -0.17 1.87 0.42 2.41 4.86 1.67 3.00 2.41

Elite

1 month 0.47
3 months -0.02
6 months 2.18
YTD 0.47
1 year 3.02
3 years 5.48
5 years 2.28
10 years 3.57
Inception 2.99

F-Class

1 month 0.53
3 months 0.19
6 months 2.60
YTD 0.53
1 year 3.89
3 years 6.37
5 years 3.13
10 years 4.03
Inception 3.49

Front-end, Back-end, Low-load

1 month 0.42
3 months -0.17
6 months 1.87
YTD 0.42
1 year 2.41
3 years 4.86
5 years 1.67
10 years 3.00
Inception 2.41
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
Elite 0.47 -0.02 2.18 0.47 3.02 5.48 2.28 3.57 2.99
F-Class 0.53 0.19 2.60 0.53 3.89 6.37 3.13 4.03 3.49
Front-end, Back-end, Low-load (selected) 0.42 -0.17 1.87 0.42 2.41 4.86 1.67 3.00 2.41

Calendar Returns (%)

2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
3.14 -1.44 8.74 3.64 -3.15 8.38 5.24 2.57 -9.34 7.94 7.73 3.52
4.22 -1.12 9.10 3.29 -3.47 8.20 6.02 3.40 -8.62 8.81 8.69 4.40
2.38 -1.99 8.22 3.14 -3.62 7.84 4.62 1.95 -9.89 7.29 7.11 2.90

Elite

2013
2014 3.14
2015 -1.44
2016 8.74
2017 3.64
2018 -3.15
2019 8.38
2020 5.24
2021 2.57
2022 -9.34
2023 7.94
2024 7.73
2025 3.52

F-Class

2013
2014 4.22
2015 -1.12
2016 9.10
2017 3.29
2018 -3.47
2019 8.20
2020 6.02
2021 3.40
2022 -8.62
2023 8.81
2024 8.69
2025 4.40

Front-end, Back-end, Low-load

2013
2014 2.38
2015 -1.99
2016 8.22
2017 3.14
2018 -3.62
2019 7.84
2020 4.62
2021 1.95
2022 -9.89
2023 7.29
2024 7.11
2025 2.90
2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Elite 3.14 -1.44 8.74 3.64 -3.15 8.38 5.24 2.57 -9.34 7.94 7.73 3.52
F-Class 4.22 -1.12 9.10 3.29 -3.47 8.20 6.02 3.40 -8.62 8.81 8.69 4.40
Front-end, Back-end, Low-load (selected) 2.38 -1.99 8.22 3.14 -3.62 7.84 4.62 1.95 -9.89 7.29 7.11 2.90

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 %
Fixed income 93.84
Cash and equivalents 5.69
Equities 0.69

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 61.48
United States 31.98
Japan 2.40
Netherlands 0.71
Luxembourg 0.68
Bermuda 0.49
Ireland 0.47
France 0.41
United Kingdom 0.40
Australia 0.35
Other 0.61

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 27.09
Canadian Corporate Bonds 18.17
U.S. Corporate Bonds 12.02
Canadian investment grade bonds 10.02
U.S. high yield bonds 8.75
Canadian high yield bonds 4.87
International Corporate Bonds 4.55
U.S. government bonds 3.16
Canadian government bonds 2.79
U.S. investment grade bonds 1.51
Other 7.06

Top 10 Holdings (%)

Name Weight %
United States Treasury Note, 4.13%, 8/15/2044 2.88
Brookfield Finance Inc. (FRN), 6.3%, 1/15/2055 1.71
Federal Home Loan Banks, 1/2/2026 1.51
Enbridge Inc. (FRN), 8.25%, 1/15/2084 1.47
Brookfield Infrastructure Finance ULC, 5.44%, 4/25/2034 1.14
Goeasy Ltd., 6%, 5/15/2030 0.98
Algonquin Power & Utilities Corp. (FRN), 4.75%, 1/18/2082 0.95
ATCO Ltd. (FRN), 5.5%, 11/1/2078 0.88
Capital Power (US Holdings) Inc., 6.19%, 6/1/2035 0.81
Gov. of Canada, 2.75%, 12/1/2055 0.75

Historical Net Asset Values

Fees

 
F-Class
Elite
Front-end, Back-end, Low-load (selected)
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
0.68 0.00 1.54
0.86 0.00 1.66
1.32 0.00 2.23

F-Class

Management Fee (%) 0.68
Insurance Fee (%) 0.00
Management Expense Ratio (%) 1.54

Elite

Management Fee (%) 0.86
Insurance Fee (%) 0.00
Management Expense Ratio (%) 1.66

Front-end, Back-end, Low-load

Management Fee (%) 1.32
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.23
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
Elite 0.86 0.00 1.66
F-Class 0.68 0.00 1.54
Front-end, Back-end, Low-load (selected) 1.32 0.00 2.23