Overview

Quick Facts

Daily Price

$25.0438
0.22% ($0.05)
April 02, 2026

Summary Stats

Asset Class Canadian Neutral Balanced
Risk Low to Medium
MER 1 2.66%
Net Assets $270.55 M
Inception Date January 06, 2003
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. 

Fund Manager

Manulife

Portfolio Management Team

Manulife Multi-Asset Solutions Team

Investment Objective

The investment objective is to provide income while leaving room for some capital appreciation.

Fund Codes

Platinum NL BE NL NL with reset
SLI10055
Fund Status SWO
SLI10057
Fund Status SWO
SLI10056
Fund Status SWO
SLI13011
Fund Status SWO

Back-end (selected)

Platinum NL
BE SLI10055 SWO
NL
NL with reset

NL with Reset

Platinum NL
BE
NL
NL with reset SLI10057 SWO

No-load

Platinum NL
BE
NL SLI10056 SWO
NL with reset

Platinum NL

Platinum NL SLI13011 SWO
BE
NL
NL with reset
Platinum NL BE NL NL with reset
Back-end SLI10055
Fund Status SWO
NL with Reset SLI10057
Fund Status SWO
No-load SLI10056
Fund Status SWO
Platinum NL SLI13011
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
3.12 3.11 6.85 3.76 8.83 8.65 4.32 4.73 4.16
3.11 3.07 6.77 3.74 8.68 8.51 4.17 4.59 3.78
3.11 3.07 6.77 3.74 8.68 8.50 4.17 4.57 3.99
3.17 3.25 7.15 3.85 9.45 9.27 4.92 5.32 4.60

Back-end

1 month 3.12
3 months 3.11
6 months 6.85
YTD 3.76
1 year 8.83
3 years 8.65
5 years 4.32
10 years 4.73
Inception 4.16

NL with Reset

1 month 3.11
3 months 3.07
6 months 6.77
YTD 3.74
1 year 8.68
3 years 8.51
5 years 4.17
10 years 4.59
Inception 3.78

No-load

1 month 3.11
3 months 3.07
6 months 6.77
YTD 3.74
1 year 8.68
3 years 8.50
5 years 4.17
10 years 4.57
Inception 3.99

Platinum NL

1 month 3.17
3 months 3.25
6 months 7.15
YTD 3.85
1 year 9.45
3 years 9.27
5 years 4.92
10 years 5.32
Inception 4.60
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
Back-end (selected) 3.12 3.11 6.85 3.76 8.83 8.65 4.32 4.73 4.16
NL with Reset 3.11 3.07 6.77 3.74 8.68 8.51 4.17 4.59 3.78
No-load 3.11 3.07 6.77 3.74 8.68 8.50 4.17 4.57 3.99
Platinum NL 3.17 3.25 7.15 3.85 9.45 9.27 4.92 5.32 4.60

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
4.51 6.55 7.84 0.06 -8.54 7.46 5.32 2.42 4.94 9.75 6.47 3.49 1.69 7.51 -4.56 11.67 7.32 5.17 -11.97 8.13 9.41 7.19
-0.09 -8.69 7.28 5.14 2.25 4.77 9.57 6.29 3.33 1.57 7.31 -4.68 11.53 7.18 4.99 -12.11 8.00 9.27 7.04
4.34 6.37 7.67 -0.10 -8.69 7.28 5.14 2.25 4.76 9.57 6.30 3.32 1.52 7.30 -4.71 11.50 7.15 5.01 -12.11 7.98 9.26 7.04
-8.10 7.97 5.84 2.94 5.47 10.30 7.00 4.02 2.26 8.02 -4.02 12.31 7.93 5.77 -11.47 8.75 10.05 7.81

Back-end

2003
2004 4.51
2005 6.55
2006 7.84
2007 0.06
2008 -8.54
2009 7.46
2010 5.32
2011 2.42
2012 4.94
2013 9.75
2014 6.47
2015 3.49
2016 1.69
2017 7.51
2018 -4.56
2019 11.67
2020 7.32
2021 5.17
2022 -11.97
2023 8.13
2024 9.41
2025 7.19

NL with Reset

2003
2004
2005
2006
2007 -0.09
2008 -8.69
2009 7.28
2010 5.14
2011 2.25
2012 4.77
2013 9.57
2014 6.29
2015 3.33
2016 1.57
2017 7.31
2018 -4.68
2019 11.53
2020 7.18
2021 4.99
2022 -12.11
2023 8.00
2024 9.27
2025 7.04

No-load

2003
2004 4.34
2005 6.37
2006 7.67
2007 -0.10
2008 -8.69
2009 7.28
2010 5.14
2011 2.25
2012 4.76
2013 9.57
2014 6.30
2015 3.32
2016 1.52
2017 7.30
2018 -4.71
2019 11.50
2020 7.15
2021 5.01
2022 -12.11
2023 7.98
2024 9.26
2025 7.04

Platinum NL

2003
2004
2005
2006
2007
2008 -8.10
2009 7.97
2010 5.84
2011 2.94
2012 5.47
2013 10.30
2014 7.00
2015 4.02
2016 2.26
2017 8.02
2018 -4.02
2019 12.31
2020 7.93
2021 5.77
2022 -11.47
2023 8.75
2024 10.05
2025 7.81
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) 4.51 6.55 7.84 0.06 -8.54 7.46 5.32 2.42 4.94 9.75 6.47 3.49 1.69 7.51 -4.56 11.67 7.32 5.17 -11.97 8.13 9.41 7.19
NL with Reset -0.09 -8.69 7.28 5.14 2.25 4.77 9.57 6.29 3.33 1.57 7.31 -4.68 11.53 7.18 4.99 -12.11 8.00 9.27 7.04
No-load 4.34 6.37 7.67 -0.10 -8.69 7.28 5.14 2.25 4.76 9.57 6.30 3.32 1.52 7.30 -4.71 11.50 7.15 5.01 -12.11 7.98 9.26 7.04
Platinum NL -8.10 7.97 5.84 2.94 5.47 10.30 7.00 4.02 2.26 8.02 -4.02 12.31 7.93 5.77 -11.47 8.75 10.05 7.81

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 %
Fixed income 52.91
Equities 44.70
Cash and equivalents 2.37

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 60.48
United States 21.63
United Kingdom 2.88
Japan 1.62
France 1.29
Mexico 0.77
Netherlands 0.69
China 0.65
Taiwan 0.65
Ireland 0.64
Other 8.69

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 24.80
Industrials 12.94
Information tech. 12.78
Energy 12.41
Materials 11.52
Cons. discrectionary 5.86
Utilities 4.86
Communication serv. 4.46
Consumer staples 4.27
Health care 4.25
Real Estate 1.84

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.

Canadian provincial bonds 17.51
Canadian Corporate Bonds 16.32
Floating rate bank loans 15.07
Canadian government bonds 8.01
International Corporate Bonds 7.10
U.S. Corporate Bonds 6.78
Canadian investment grade bonds 5.64
U.S. government bonds 4.29
U.S. high yield bonds 3.64
International government bonds 3.32
Other 12.32

Underlying Fund Holdings (%)

Name Weight %
Manulife Bond Fund 23.41
Manulife Core Plus Bond Fund 19.06
Manulife Multifactor Canadian Large Cap 14.89
Manulife Fundamental Equity Fund 6.31
Manulife Dividend Income Fund 4.94
Manulife Covered Call U.S. Equity Fund 4.59
Manulife Strategic Income Fund 4.14
MIM Emerging Markets Corporate Debt Pooled Fund 4.13
Manulife Global Listed Infrastructure Fund 3.04
Manulife World Investment Fund 2.95

Historical Net Asset Values

Fees

 
Platinum NL
Back-end (selected)
No-load
NL with Reset
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
1.90 0.00 2.09
2.35 0.00 2.66
2.50 0.00 2.80
2.50 0.00 2.79

Platinum NL

Management Fee (%) 1.90
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.09

Back-end

Management Fee (%) 2.35
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.66

No-load

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

NL with Reset

Management Fee (%) 2.50
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.79
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
Back-end (selected) 2.35 0.00 2.66
NL with Reset 2.50 0.00 2.79
No-load 2.50 0.00 2.80
Platinum NL 1.90 0.00 2.09