Overview

Quick Facts

Daily Price

$20.7647
0.14% ($0.03)
March 30, 2026

Summary Stats

Asset Class Global Equity Balanced
Risk Low to Medium
MER 1 3.65%
Net Assets $158.08 M
Inception Date December 12, 2012
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 Essential Equity Team

Investment Objective

The investment objective is to achieve long-term capital growth. The portfolio invests in a diversified mix of funds with a focus on dividend growth and monthly income funds.

Fund Codes

Platinum NL BE NL LL
SLI45045 SLI45046 SLI45047
Fund Status SWO SWO SWO
SLI45048
Fund Status SWO
SLI40045 SLI40046 SLI40047
Fund Status SWO SWO SWO
SLI40048
Fund Status SWO

Ideal 100/100 Series (selected)

Platinum NL
BE SLI45045 SWO
NL SLI45046 SWO
LL SLI45047 SWO

Ideal 100/100 Series (Platinum NL)

Platinum NL SLI45048 SWO
BE
NL
LL

Ideal 75/100 Series

Platinum NL
BE SLI40045 SWO
NL SLI40046 SWO
LL SLI40047 SWO

Ideal 75/100 Series (Platinum NL)

Platinum NL SLI40048 SWO
BE
NL
LL
Platinum NL BE NL LL
Ideal 100/100 Series SLI45045 SLI45046 SLI45047
Fund Status SWO SWO SWO
Ideal 100/100 Series (Platinum NL) SLI45048
Fund Status SWO
Ideal 75/100 Series SLI40045 SLI40046 SLI40047
Fund Status SWO SWO SWO
Ideal 75/100 Series (Platinum NL) SLI40048
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
3.11 3.65 7.84 4.21 11.97 10.84 5.77 5.82 6.16
3.16 3.84 8.23 4.33 12.78 11.64 6.52 6.55 6.89
3.13 3.73 8.00 4.26 12.31 11.18 6.09 6.12 6.46
3.18 3.90 8.36 4.37 13.06 11.92 6.80 6.82 7.16

Ideal 100/100 Series

1 month 3.11
3 months 3.65
6 months 7.84
YTD 4.21
1 year 11.97
3 years 10.84
5 years 5.77
10 years 5.82
Inception 6.16

Ideal 100/100 Series (Platinum NL)

1 month 3.16
3 months 3.84
6 months 8.23
YTD 4.33
1 year 12.78
3 years 11.64
5 years 6.52
10 years 6.55
Inception 6.89

Ideal 75/100 Series

1 month 3.13
3 months 3.73
6 months 8.00
YTD 4.26
1 year 12.31
3 years 11.18
5 years 6.09
10 years 6.12
Inception 6.46

Ideal 75/100 Series (Platinum NL)

1 month 3.18
3 months 3.90
6 months 8.36
YTD 4.37
1 year 13.06
3 years 11.92
5 years 6.80
10 years 6.82
Inception 7.16
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
Ideal 100/100 Series (selected) 3.11 3.65 7.84 4.21 11.97 10.84 5.77 5.82 6.16
Ideal 100/100 Series (Platinum NL) 3.16 3.84 8.23 4.33 12.78 11.64 6.52 6.55 6.89
Ideal 75/100 Series 3.13 3.73 8.00 4.26 12.31 11.18 6.09 6.12 6.46
Ideal 75/100 Series (Platinum NL) 3.18 3.90 8.36 4.37 13.06 11.92 6.80 6.82 7.16

Calendar Returns (%)

2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
15.91 7.66 5.90 -0.02 8.61 -5.96 15.27 6.74 8.71 -14.28 9.63 12.42 10.04
16.66 8.38 6.61 0.69 9.28 -5.30 16.07 7.48 9.47 -13.68 10.40 13.23 10.84
16.19 7.93 6.16 0.25 8.84 -5.70 15.61 7.06 9.04 -14.02 9.96 12.76 10.38
16.95 8.65 6.87 0.91 9.56 -5.08 16.37 7.74 9.76 -13.45 10.70 13.53 11.12

Ideal 100/100 Series

2012
2013 15.91
2014 7.66
2015 5.90
2016 -0.02
2017 8.61
2018 -5.96
2019 15.27
2020 6.74
2021 8.71
2022 -14.28
2023 9.63
2024 12.42
2025 10.04

Ideal 100/100 Series (Platinum NL)

2012
2013 16.66
2014 8.38
2015 6.61
2016 0.69
2017 9.28
2018 -5.30
2019 16.07
2020 7.48
2021 9.47
2022 -13.68
2023 10.40
2024 13.23
2025 10.84

Ideal 75/100 Series

2012
2013 16.19
2014 7.93
2015 6.16
2016 0.25
2017 8.84
2018 -5.70
2019 15.61
2020 7.06
2021 9.04
2022 -14.02
2023 9.96
2024 12.76
2025 10.38

Ideal 75/100 Series (Platinum NL)

2012
2013 16.95
2014 8.65
2015 6.87
2016 0.91
2017 9.56
2018 -5.08
2019 16.37
2020 7.74
2021 9.76
2022 -13.45
2023 10.70
2024 13.53
2025 11.12
2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Ideal 100/100 Series (selected) 15.91 7.66 5.90 -0.02 8.61 -5.96 15.27 6.74 8.71 -14.28 9.63 12.42 10.04
Ideal 100/100 Series (Platinum NL) 16.66 8.38 6.61 0.69 9.28 -5.30 16.07 7.48 9.47 -13.68 10.40 13.23 10.84
Ideal 75/100 Series 16.19 7.93 6.16 0.25 8.84 -5.70 15.61 7.06 9.04 -14.02 9.96 12.76 10.38
Ideal 75/100 Series (Platinum NL) 16.95 8.65 6.87 0.91 9.56 -5.08 16.37 7.74 9.76 -13.45 10.70 13.53 11.12

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 73.85
Fixed income 24.72
Cash and equivalents 1.58

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 35.38
Canada 30.14
United Kingdom 3.61
Japan 3.56
France 2.06
Taiwan 2.05
South Korea 1.74
China 1.71
India 1.48
Ireland 1.45
Other 16.82

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 21.25
Information tech. 16.48
Industrials 13.95
Materials 8.70
Cons. discrectionary 7.99
Energy 7.98
Health care 7.29
Communication serv. 6.52
Consumer staples 4.22
Utilities 3.35
Real Estate 2.28

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 16.05
U.S. Corporate Bonds 11.41
Floating rate bank loans 10.37
U.S. high yield bonds 8.99
International government bonds 7.96
Canadian provincial bonds 7.65
Canadian Corporate Bonds 7.24
U.S. government bonds 4.02
U.S. investment grade bonds 3.36
International investment grade bonds 3.30
Other 19.64

Underlying Fund Holdings (%)

Name Weight %
Manulife Fundamental Equity Fund 9.42
Manulife Strategic Income Fund 9.00
Manulife U.S. All Cap Equity Fund 7.60
Manulife Multifactor Canadian Large Cap 7.50
Manulife World Investment Fund 6.83
Manulife Global Dividend Fund 6.05
Manulife Growth Opportunities Fund 5.80
Manulife Multifactor US Large Cap Index 5.55
Manulife Dividend Income Fund 4.97
Manulife Multifactor Developed International 4.93

Historical Net Asset Values

Fees

 
Ideal 75/100 Series (Platinum NL)
Ideal 75/100 Series
Ideal 100/100 Series (Platinum NL)
Ideal 100/100 Series (selected)
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
1.75 0.65 2.68
2.35 0.65 3.36
1.75 0.90 2.94
2.35 0.90 3.65

Ideal 75/100 Series (Platinum NL)

Management Fee (%) 1.75
Insurance Fee (%) 0.65
Management Expense Ratio (%) 2.68

Ideal 75/100 Series

Management Fee (%) 2.35
Insurance Fee (%) 0.65
Management Expense Ratio (%) 3.36

Ideal 100/100 Series (Platinum NL)

Management Fee (%) 1.75
Insurance Fee (%) 0.90
Management Expense Ratio (%) 2.94

Ideal 100/100 Series

Management Fee (%) 2.35
Insurance Fee (%) 0.90
Management Expense Ratio (%) 3.65
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
Ideal 100/100 Series (selected) 2.35 0.90 3.65
Ideal 100/100 Series (Platinum NL) 1.75 0.90 2.94
Ideal 75/100 Series 2.35 0.65 3.36
Ideal 75/100 Series (Platinum NL) 1.75 0.65 2.68