Overview

Quick Facts

Daily Price

$27.3710
1.09% ($0.30)
March 31, 2026

Summary Stats

Asset Class Canadian Neutral Balanced
Risk Low to Medium
MER 1 2.64%
Net Assets $514.53 M
Inception Date November 28, 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

Investment Objective

The investment objective of the Ideal Fundamental Income Fund is to provide capital appreciation while accommodating the needs of investors who are drawing upon their assets for income purposes. To achieve its objective, the Fund invests primarily in a diversified portfolio of Canadian and foreign equities and/or equity-type securities and fixed income securities either directly or through one or more underlying funds.

Fund Codes

NL Platinum NL NL with reset BE
SLI10070
Fund Status SWO
SLI10072
Fund Status SWO
SLI10071
Fund Status SWO
SLI13014
Fund Status SWO

Back-end (selected)

NL
Platinum NL
NL with reset
BE SLI10070 SWO

NL with Reset

NL
Platinum NL
NL with reset SLI10072 SWO
BE

No-load

NL SLI10071 SWO
Platinum NL
NL with reset
BE

Platinum NL

NL
Platinum NL SLI13014 SWO
NL with reset
BE
NL Platinum NL NL with reset BE
Back-end SLI10070
Fund Status SWO
NL with Reset SLI10072
Fund Status SWO
No-load SLI10071
Fund Status SWO
Platinum NL SLI13014
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
2.50 2.00 4.49 2.69 5.24 8.14 6.17 5.59 5.54
2.49 1.95 4.40 2.66 5.05 7.95 5.99 5.42 4.48
2.49 1.95 4.39 2.66 5.03 7.92 5.96 5.39 5.35
2.55 2.13 4.77 2.78 5.79 8.71 6.75 6.17 5.16

Back-end

1 month 2.50
3 months 2.00
6 months 4.49
YTD 2.69
1 year 5.24
3 years 8.14
5 years 6.17
10 years 5.59
Inception 5.54

NL with Reset

1 month 2.49
3 months 1.95
6 months 4.40
YTD 2.66
1 year 5.05
3 years 7.95
5 years 5.99
10 years 5.42
Inception 4.48

No-load

1 month 2.49
3 months 1.95
6 months 4.39
YTD 2.66
1 year 5.03
3 years 7.92
5 years 5.96
10 years 5.39
Inception 5.35

Platinum NL

1 month 2.55
3 months 2.13
6 months 4.77
YTD 2.78
1 year 5.79
3 years 8.71
5 years 6.75
10 years 6.17
Inception 5.16
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
Back-end (selected) 2.50 2.00 4.49 2.69 5.24 8.14 6.17 5.59 5.54
NL with Reset 2.49 1.95 4.40 2.66 5.05 7.95 5.99 5.42 4.48
No-load 2.49 1.95 4.39 2.66 5.03 7.92 5.96 5.39 5.35
Platinum NL 2.55 2.13 4.77 2.78 5.79 8.71 6.75 6.17 5.16

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
11.28 14.31 7.18 2.44 -16.89 15.49 8.23 3.42 5.17 11.23 8.96 -0.27 6.00 4.31 -4.64 13.06 5.12 12.51 -8.58 8.44 10.16 5.81
2.31 -17.02 15.31 8.07 3.25 5.00 11.08 8.80 -0.41 5.85 4.03 -4.77 12.89 4.95 12.32 -8.73 8.26 9.97 5.63
11.10 14.13 7.01 2.28 -17.02 15.31 8.05 3.22 4.98 11.05 8.79 -0.43 5.82 4.13 -4.81 12.85 4.91 12.28 -8.76 8.22 9.94 5.61
-16.49 16.05 8.75 3.92 5.68 11.81 9.59 0.30 6.60 4.92 -4.10 13.68 5.69 13.12 -8.09 9.02 10.76 6.38

Back-end

2003
2004 11.28
2005 14.31
2006 7.18
2007 2.44
2008 -16.89
2009 15.49
2010 8.23
2011 3.42
2012 5.17
2013 11.23
2014 8.96
2015 -0.27
2016 6.00
2017 4.31
2018 -4.64
2019 13.06
2020 5.12
2021 12.51
2022 -8.58
2023 8.44
2024 10.16
2025 5.81

NL with Reset

2003
2004
2005
2006
2007 2.31
2008 -17.02
2009 15.31
2010 8.07
2011 3.25
2012 5.00
2013 11.08
2014 8.80
2015 -0.41
2016 5.85
2017 4.03
2018 -4.77
2019 12.89
2020 4.95
2021 12.32
2022 -8.73
2023 8.26
2024 9.97
2025 5.63

No-load

2003
2004 11.10
2005 14.13
2006 7.01
2007 2.28
2008 -17.02
2009 15.31
2010 8.05
2011 3.22
2012 4.98
2013 11.05
2014 8.79
2015 -0.43
2016 5.82
2017 4.13
2018 -4.81
2019 12.85
2020 4.91
2021 12.28
2022 -8.76
2023 8.22
2024 9.94
2025 5.61

Platinum NL

2003
2004
2005
2006
2007
2008 -16.49
2009 16.05
2010 8.75
2011 3.92
2012 5.68
2013 11.81
2014 9.59
2015 0.30
2016 6.60
2017 4.92
2018 -4.10
2019 13.68
2020 5.69
2021 13.12
2022 -8.09
2023 9.02
2024 10.76
2025 6.38
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) 11.28 14.31 7.18 2.44 -16.89 15.49 8.23 3.42 5.17 11.23 8.96 -0.27 6.00 4.31 -4.64 13.06 5.12 12.51 -8.58 8.44 10.16 5.81
NL with Reset 2.31 -17.02 15.31 8.07 3.25 5.00 11.08 8.80 -0.41 5.85 4.03 -4.77 12.89 4.95 12.32 -8.73 8.26 9.97 5.63
No-load 11.10 14.13 7.01 2.28 -17.02 15.31 8.05 3.22 4.98 11.05 8.79 -0.43 5.82 4.13 -4.81 12.85 4.91 12.28 -8.76 8.22 9.94 5.61
Platinum NL -16.49 16.05 8.75 3.92 5.68 11.81 9.59 0.30 6.60 4.92 -4.10 13.68 5.69 13.12 -8.09 9.02 10.76 6.38

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 54.82
Fixed income 43.73
Cash and equivalents 1.19

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 62.01
United States 30.22
United Kingdom 4.96
Ireland 1.03
France 0.75
Japan 0.75
Netherlands 0.13
Bermuda 0.06
Luxembourg 0.06
Europe 0.04

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 26.99
Industrials 16.78
Information tech. 14.37
Energy 10.37
Health care 8.30
Cons. discrectionary 7.58
Communication serv. 6.46
Consumer staples 4.28
Materials 3.34
Real Estate 1.52

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 20.30
Canadian provincial bonds 18.66
Canadian Corporate Bonds 16.69
Canadian government bonds 7.89
International government bonds 7.49
U.S. Corporate Bonds 6.83
Canadian investment grade bonds 4.86
Canadian municipal bonds 3.67
International Corporate Bonds 2.65
Canadian high yield bonds 2.25
Other 8.71

Top 10 Holdings (%)

Name Weight %
Microsoft Corp. 2.78
Royal Bank of Canada 2.41
TMX Group Limited 2.39
Canadian Natural Resources Ltd. 2.19
Canadian Pacific Kansas City Limited 1.94
Toronto-Dominion Bank Com New 1.94
Visa Inc. Com Cl A 1.79
NVIDIA Corp. 1.74
Cencora Inc. 1.62
Intact Financial Corporation 1.53

Historical Net Asset Values

Fees

 
No-load
Platinum NL
NL with Reset
Back-end (selected)
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
2.55 0.00 2.85
1.95 0.00 2.11
2.55 0.00 2.82
2.40 0.00 2.64

No-load

Management Fee (%) 2.55
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.85

Platinum NL

Management Fee (%) 1.95
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.11

NL with Reset

Management Fee (%) 2.55
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.82

Back-end

Management Fee (%) 2.40
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.64
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
Back-end (selected) 2.40 0.00 2.64
NL with Reset 2.55 0.00 2.82
No-load 2.55 0.00 2.85
Platinum NL 1.95 0.00 2.11