Overview

Quick Facts

Daily Price

$38.2230
-0.14% (-$0.05)
May 11, 2026

Summary Stats

Asset Class Global Equity Balanced
Risk Low to Medium
MER 1 2.80%
Net Assets $66.52 M
Inception Date January 06, 2003
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 investment objective is to maximize long-term capital growth.

Fund Codes

NL BE Platinum NL NL with reset
SLI10000
Fund Status SWO
SLI10002
Fund Status SWO
SLI10001
Fund Status SWO
SLI13000
Fund Status SWO

Back-end (selected)

NL
BE SLI10000 SWO
Platinum NL
NL with reset

NL with Reset

NL
BE
Platinum NL
NL with reset SLI10002 SWO

No-load

NL SLI10001 SWO
BE
Platinum NL
NL with reset

Platinum NL

NL
BE
Platinum NL SLI13000 SWO
NL with reset
NL BE Platinum NL NL with reset
Back-end SLI10000
Fund Status SWO
NL with Reset SLI10002
Fund Status SWO
No-load SLI10001
Fund Status SWO
Platinum NL SLI13000
Fund Status 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
3.85 3.06 4.69 4.36 17.87 11.44 6.46 7.08 5.87
3.84 3.04 4.64 4.33 17.75 11.30 6.32 6.92 5.01
3.84 3.01 4.59 4.30 17.65 11.22 6.25 6.88 5.69
3.90 3.22 5.01 4.57 18.60 12.13 7.11 7.71 5.73

Back-end

1 month 3.85
3 months 3.06
6 months 4.69
YTD 4.36
1 year 17.87
3 years 11.44
5 years 6.46
10 years 7.08
Inception 5.87

NL with Reset

1 month 3.84
3 months 3.04
6 months 4.64
YTD 4.33
1 year 17.75
3 years 11.30
5 years 6.32
10 years 6.92
Inception 5.01

No-load

1 month 3.84
3 months 3.01
6 months 4.59
YTD 4.30
1 year 17.65
3 years 11.22
5 years 6.25
10 years 6.88
Inception 5.69

Platinum NL

1 month 3.90
3 months 3.22
6 months 5.01
YTD 4.57
1 year 18.60
3 years 12.13
5 years 7.11
10 years 7.71
Inception 5.73
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
Back-end (selected) 3.85 3.06 4.69 4.36 17.87 11.44 6.46 7.08 5.87
NL with Reset 3.84 3.04 4.64 4.33 17.75 11.30 6.32 6.92 5.01
No-load 3.84 3.01 4.59 4.30 17.65 11.22 6.25 6.88 5.69
Platinum NL 3.90 3.22 5.01 4.57 18.60 12.13 7.11 7.71 5.73

Calendar Returns (%)

2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
7.02 14.39 11.74 -0.65 -22.39 15.66 8.85 -6.76 8.10 19.15 7.65 5.59 3.67 11.95 -7.04 16.95 8.52 10.43 -13.88 11.03 14.26 11.85
-0.81 -22.52 15.47 8.67 -6.91 7.91 18.95 7.47 5.41 3.49 11.67 -7.16 16.76 8.38 10.27 -14.01 10.87 14.10 11.73
6.84 14.20 11.56 -0.81 -22.52 15.47 8.67 -6.92 7.91 18.95 7.47 5.41 3.49 11.76 -7.21 16.72 8.33 10.22 -14.05 10.81 14.02 11.63
-22.02 16.22 9.39 -6.28 8.63 19.75 8.19 6.12 4.18 12.52 -6.52 17.59 9.19 11.10 -13.36 11.71 14.97 12.54

Back-end

2003
2004 7.02
2005 14.39
2006 11.74
2007 -0.65
2008 -22.39
2009 15.66
2010 8.85
2011 -6.76
2012 8.10
2013 19.15
2014 7.65
2015 5.59
2016 3.67
2017 11.95
2018 -7.04
2019 16.95
2020 8.52
2021 10.43
2022 -13.88
2023 11.03
2024 14.26
2025 11.85

NL with Reset

2003
2004
2005
2006
2007 -0.81
2008 -22.52
2009 15.47
2010 8.67
2011 -6.91
2012 7.91
2013 18.95
2014 7.47
2015 5.41
2016 3.49
2017 11.67
2018 -7.16
2019 16.76
2020 8.38
2021 10.27
2022 -14.01
2023 10.87
2024 14.10
2025 11.73

No-load

2003
2004 6.84
2005 14.20
2006 11.56
2007 -0.81
2008 -22.52
2009 15.47
2010 8.67
2011 -6.92
2012 7.91
2013 18.95
2014 7.47
2015 5.41
2016 3.49
2017 11.76
2018 -7.21
2019 16.72
2020 8.33
2021 10.22
2022 -14.05
2023 10.81
2024 14.02
2025 11.63

Platinum NL

2003
2004
2005
2006
2007
2008 -22.02
2009 16.22
2010 9.39
2011 -6.28
2012 8.63
2013 19.75
2014 8.19
2015 6.12
2016 4.18
2017 12.52
2018 -6.52
2019 17.59
2020 9.19
2021 11.10
2022 -13.36
2023 11.71
2024 14.97
2025 12.54
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Back-end (selected) 7.02 14.39 11.74 -0.65 -22.39 15.66 8.85 -6.76 8.10 19.15 7.65 5.59 3.67 11.95 -7.04 16.95 8.52 10.43 -13.88 11.03 14.26 11.85
NL with Reset -0.81 -22.52 15.47 8.67 -6.91 7.91 18.95 7.47 5.41 3.49 11.67 -7.16 16.76 8.38 10.27 -14.01 10.87 14.10 11.73
No-load 6.84 14.20 11.56 -0.81 -22.52 15.47 8.67 -6.92 7.91 18.95 7.47 5.41 3.49 11.76 -7.21 16.72 8.33 10.22 -14.05 10.81 14.02 11.63
Platinum NL -22.02 16.22 9.39 -6.28 8.63 19.75 8.19 6.12 4.18 12.52 -6.52 17.59 9.19 11.10 -13.36 11.71 14.97 12.54

Portfolio Allocation as of February 28, 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 79.75
Fixed income 18.41
Cash and equivalents 2.03

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 35.44
Canada 27.34
Japan 4.77
United Kingdom 3.77
Taiwan 2.41
South Korea 2.30
France 1.79
China 1.74
India 1.68
Germany 1.39
Other 17.38

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 20.13
Information tech. 15.60
Industrials 14.60
Materials 9.89
Cons. discrectionary 8.15
Energy 8.07
Health care 7.42
Communication serv. 5.69
Consumer staples 4.43
Utilities 3.62
Real Estate 2.41

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.

International Corporate Bonds 19.88
U.S. Corporate Bonds 13.26
International government bonds 9.81
Floating rate bank loans 9.33
U.S. high yield bonds 8.89
Canadian Corporate Bonds 4.29
International investment grade bonds 4.27
Canadian provincial bonds 4.16
U.S. investment grade bonds 3.94
U.S. Mortgage-backed Securities 3.70
Other 18.47

Underlying Fund Holdings (%)

Name Weight %
Manulife Multifactor Canadian Large Cap 8.40
Manulife Strategic Income Fund 8.20
Manulife U.S. All Cap Equity Fund 7.60
Manulife Fundamental Equity Fund 7.51
MIM Global Small Cap Equity Pooled Fund 6.79
Manulife Global Dividend Fund 6.41
Manulife Growth Opportunities Fund 6.13
Manulife Dividend Income Fund 6.00
Manulife World Investment Fund 5.70
Manulife Multifactor US Large Cap Index 5.53

Historical Net Asset Values

Fees

 
No-load
Back-end (selected)
Platinum NL
NL with Reset
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
2.65 0.00 3.00
2.50 0.00 2.80
2.05 0.00 2.18
2.65 0.00 2.93

No-load

Management Fee (%) 2.65
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.00

Back-end

Management Fee (%) 2.50
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.80

Platinum NL

Management Fee (%) 2.05
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.18

NL with Reset

Management Fee (%) 2.65
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.93
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
Back-end (selected) 2.50 0.00 2.80
NL with Reset 2.65 0.00 2.93
No-load 2.65 0.00 3.00
Platinum NL 2.05 0.00 2.18