Overview

Quick Facts

Daily Price

$12.6206
-0.53% (-$0.07)
December 12, 2025

Summary Stats

Asset Class Global Equity
Risk Medium
MER 1 3.04%
Net Assets $474.72 M
Inception Date September 14, 2022
Fund Status Open
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 Equity Class

Underlying Fund Manager

Manulife Investment Management Limited

Portfolio Sub-Advisor

Mawer Investment Management Ltd.

Portfolio Management Team

Mawer Investment Management Ltd.

Investment Objective

The Fund aims to obtain long-term capital growth. The Fund seeks to provide above average long-term returns by investing in securities of companies around the world.

Fund Codes

FE BE LL NLCB2
MSE3291 MSE3991 MSE3391 MSE3891
Fund Status Open SWO SWO Open

(Front-end, Back-end, Low-load, No-load with CB) (selected)

FE MSE3291 Open
BE MSE3991 SWO
LL MSE3391 SWO
NLCB2 MSE3891 Open
FE BE LL NLCB2
(Front-end, Back-end, Low-load, No-load with CB) MSE3291 MSE3991 MSE3391 MSE3891
Fund Status Open SWO SWO Open

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
-0.34 2.05 1.60 -2.66 -3.95 5.74 7.83

(Front-end, Back-end, Low-load, No-load with CB)

1 month -0.34
3 months 2.05
6 months 1.60
YTD -2.66
1 year -3.95
3 years 5.74
5 years
10 years
Inception 7.83
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
(Front-end, Back-end, Low-load, No-load with CB) (selected) -0.34 2.05 1.60 -2.66 -3.95 5.74 7.83

Calendar Returns (%)

2022 2023 2024
15.31 8.71

(Front-end, Back-end, Low-load, No-load with CB)

2022
2023 15.31
2024 8.71
2022 2023 2024
(Front-end, Back-end, Low-load, No-load with CB) (selected) 15.31 8.71

Portfolio Allocation as of October 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 98.27
Cash and equivalents 1.80

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 50.58
France 6.39
Canada 6.28
Taiwan 5.49
United Kingdom 5.11
Japan 4.26
Switzerland 3.82
Netherlands 3.09
Italy 3.07
Norway 3.06
Other 8.85

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 25.09
Information tech. 20.31
Communication serv. 14.60
Industrials 13.06
Cons. discrectionary 11.22
Health care 7.81
Consumer staples 6.97
Materials 0.83
Energy 0.11

Top 10 Holdings (%)

Name Weight %
Taiwan Semiconductor Manufacturing Co. Ltd. Twse Listed Stocks 5.24
Microsoft Corp. 5.22
Alphabet Inc. Cap Stk Cl C 4.59
Amazon.com Inc. 4.20
Booking Holdings Inc. 3.38
Marsh & McLennan Cos. 3.33
Visa Inc. Com Cl A 2.88
Publicis Groupe S.A. Publicis Groupe 2.85
Berkshire Hathaway Inc. Cl A 2.72
Tencent Holdings Ltd. Shs Par New Hkd 0.00002 2.61

Historical Net Asset Values

Fees

 
(Front-end, Back-end, Low-load, No-load with CB) (selected)
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
2.35 0.00 3.04

(Front-end, Back-end, Low-load, No-load with CB)

Management Fee (%) 2.35
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.04
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
(Front-end, Back-end, Low-load, No-load with CB) (selected) 2.35 0.00 3.04