Overview

Quick Facts

Daily Price

$70.1694
0.74% ($0.52)
April 02, 2026

Summary Stats

Asset Class Canadian Dividend and Income Equity
Risk Medium
MER 1 2.67%
Net Assets $232.92 M
Inception Date December 21, 1998
Fund Status Open to switches-in only
Geographic Allocation
A map of Canada.
A map of Canada.

Geographic Allocation

A map of Canada.
A map of Canada.

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 Canadian Dividend Growth Fund

Underlying Fund Manager

Manulife Investment Management Limited

Portfolio Management Team

Manulife Fundamental Equity Team

Investment Objective

The Fund seeks to generate both capital growth and income by primarily investing in a diversified portfolio of dividend paying Canadian equities.

Fund Codes

Platinum NL BE NL NL with reset
SLI10005
Fund Status SWO
SLI10007
Fund Status SWO
SLI10006
Fund Status SWO
SLI13001
Fund Status SWO

Back-end (selected)

Platinum NL
BE SLI10005 SWO
NL
NL with reset

NL with Reset

Platinum NL
BE
NL
NL with reset SLI10007 SWO

No-load

Platinum NL
BE
NL SLI10006 SWO
NL with reset

Platinum NL

Platinum NL SLI13001 SWO
BE
NL
NL with reset
Platinum NL BE NL NL with reset
Back-end SLI10005
Fund Status SWO
NL with Reset SLI10007
Fund Status SWO
No-load SLI10006
Fund Status SWO
Platinum NL SLI13001
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
5.69 7.40 12.37 6.28 19.71 13.85 12.58 9.63 7.49
5.67 7.35 12.26 6.25 19.48 13.63 12.36 9.43 5.34
5.67 7.36 12.27 6.25 19.51 13.65 12.39 9.45 6.64
5.73 7.54 12.66 6.37 20.33 14.44 13.16 10.20 5.71

Back-end

1 month 5.69
3 months 7.40
6 months 12.37
YTD 6.28
1 year 19.71
3 years 13.85
5 years 12.58
10 years 9.63
Inception 7.49

NL with Reset

1 month 5.67
3 months 7.35
6 months 12.26
YTD 6.25
1 year 19.48
3 years 13.63
5 years 12.36
10 years 9.43
Inception 5.34

No-load

1 month 5.67
3 months 7.36
6 months 12.27
YTD 6.25
1 year 19.51
3 years 13.65
5 years 12.39
10 years 9.45
Inception 6.64

Platinum NL

1 month 5.73
3 months 7.54
6 months 12.66
YTD 6.37
1 year 20.33
3 years 14.44
5 years 13.16
10 years 10.20
Inception 5.71
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
Back-end (selected) 5.69 7.40 12.37 6.28 19.71 13.85 12.58 9.63 7.49
NL with Reset 5.67 7.35 12.26 6.25 19.48 13.63 12.36 9.43 5.34
No-load 5.67 7.36 12.27 6.25 19.51 13.65 12.39 9.45 6.64
Platinum NL 5.73 7.54 12.66 6.37 20.33 14.44 13.16 10.20 5.71

Calendar Returns (%)

1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
7.60 30.35 5.35 -4.26 18.52 14.63 20.53 11.28 3.60 -33.50 21.79 6.61 -0.55 4.73 17.77 6.55 -2.28 9.97 7.07 -9.26 20.28 -0.01 26.85 -3.90 5.87 16.97 15.62
3.43 -33.61 21.60 6.45 -0.71 4.56 17.58 6.38 -2.44 9.78 6.84 -9.43 20.06 -0.19 26.63 -4.09 5.65 16.75 15.40
5.26 -4.42 18.32 14.44 20.33 11.10 3.43 -33.61 21.60 6.44 -0.72 4.55 17.57 6.37 -2.44 9.79 6.91 -9.42 20.07 -0.18 26.64 -4.06 5.69 16.77 15.42
-33.18 22.38 7.14 -0.05 5.26 18.36 7.08 -1.79 10.55 7.56 -8.79 20.90 0.52 27.52 -3.40 6.41 17.58 16.22

Back-end

1998
1999 7.60
2000 30.35
2001 5.35
2002 -4.26
2003 18.52
2004 14.63
2005 20.53
2006 11.28
2007 3.60
2008 -33.50
2009 21.79
2010 6.61
2011 -0.55
2012 4.73
2013 17.77
2014 6.55
2015 -2.28
2016 9.97
2017 7.07
2018 -9.26
2019 20.28
2020 -0.01
2021 26.85
2022 -3.90
2023 5.87
2024 16.97
2025 15.62

NL with Reset

1998
1999
2000
2001
2002
2003
2004
2005
2006
2007 3.43
2008 -33.61
2009 21.60
2010 6.45
2011 -0.71
2012 4.56
2013 17.58
2014 6.38
2015 -2.44
2016 9.78
2017 6.84
2018 -9.43
2019 20.06
2020 -0.19
2021 26.63
2022 -4.09
2023 5.65
2024 16.75
2025 15.40

No-load

1998
1999
2000
2001 5.26
2002 -4.42
2003 18.32
2004 14.44
2005 20.33
2006 11.10
2007 3.43
2008 -33.61
2009 21.60
2010 6.44
2011 -0.72
2012 4.55
2013 17.57
2014 6.37
2015 -2.44
2016 9.79
2017 6.91
2018 -9.42
2019 20.07
2020 -0.18
2021 26.64
2022 -4.06
2023 5.69
2024 16.77
2025 15.42

Platinum NL

1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008 -33.18
2009 22.38
2010 7.14
2011 -0.05
2012 5.26
2013 18.36
2014 7.08
2015 -1.79
2016 10.55
2017 7.56
2018 -8.79
2019 20.90
2020 0.52
2021 27.52
2022 -3.40
2023 6.41
2024 17.58
2025 16.22
1998 1999 2000 2001 2002 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) 7.60 30.35 5.35 -4.26 18.52 14.63 20.53 11.28 3.60 -33.50 21.79 6.61 -0.55 4.73 17.77 6.55 -2.28 9.97 7.07 -9.26 20.28 -0.01 26.85 -3.90 5.87 16.97 15.62
NL with Reset 3.43 -33.61 21.60 6.45 -0.71 4.56 17.58 6.38 -2.44 9.78 6.84 -9.43 20.06 -0.19 26.63 -4.09 5.65 16.75 15.40
No-load 5.26 -4.42 18.32 14.44 20.33 11.10 3.43 -33.61 21.60 6.44 -0.72 4.55 17.57 6.37 -2.44 9.79 6.91 -9.42 20.07 -0.18 26.64 -4.06 5.69 16.77 15.42
Platinum NL -33.18 22.38 7.14 -0.05 5.26 18.36 7.08 -1.79 10.55 7.56 -8.79 20.90 0.52 27.52 -3.40 6.41 17.58 16.22

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 99.61
Cash and equivalents 0.63

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 73.25
United States 19.89
United Kingdom 2.11
Netherlands 1.75
Switzerland 1.54
France 1.46

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 32.39
Energy 16.33
Industrials 11.82
Information tech. 9.06
Consumer staples 7.49
Cons. discrectionary 5.64
Communication serv. 5.55
Materials 4.78
Health care 4.37
Real Estate 1.51
Utilities 1.07

Top 10 Holdings (%)

Name Weight %
Royal Bank of Canada 6.74
Toronto-Dominion Bank Com New 6.44
Canadian Natural Resources Ltd. 5.96
Sun Life Financial Inc. 4.13
Canadian Imperial Bank of Commerce 4.01
Enbridge Inc. 3.64
Microsoft Corp. 3.49
Canadian Pacific Kansas City Limited 3.10
Suncor Energy Inc. 2.94
TMX Group Limited 2.83

Historical Net Asset Values

Fees

 
Platinum NL
Back-end (selected)
No-load
NL with Reset
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
1.95 0.00 2.15
2.40 0.00 2.67
2.55 0.00 2.84
2.55 0.00 2.86

Platinum NL

Management Fee (%) 1.95
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.15

Back-end

Management Fee (%) 2.40
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.67

No-load

Management Fee (%) 2.55
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.84

NL with Reset

Management Fee (%) 2.55
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.86
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
Back-end (selected) 2.40 0.00 2.67
NL with Reset 2.55 0.00 2.86
No-load 2.55 0.00 2.84
Platinum NL 1.95 0.00 2.15