Overview

Quick Facts

Daily Price

$17.5217
0.44% ($0.08)
May 21, 2026

Summary Stats

Asset Class Global Neutral Balanced
Risk Low to Medium
MER 1 3.30%
Net Assets $1.26 B
Inception Date May 17, 2016
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. 

Underlying Fund

Manulife U.S. Monthly High Income Fund

Underlying Fund Manager

Manulife Investment Management Limited

Portfolio Management Team

Manulife Essential Equity Team

Investment Objective

This Balanced Fund seeks to provide a combination of income and capital appreciation by investing primarily in a diversified portfolio of U.S. dividend paying and other equity securities as well as fixed income securities.

Fund Codes

F-Class Platinum NL BE NL LL
SLI65200 SLI65201 SLI65202
Fund Status SWO SWO SWO
SLI65204
Fund Status SWO
SLI65203
Fund Status SWO
SLI60200 SLI60201 SLI60202
Fund Status SWO SWO SWO
SLI60204
Fund Status SWO
SLI60203
Fund Status SWO

Ideal 100/100 Series

F-Class
Platinum NL
BE SLI65200 SWO
NL SLI65201 SWO
LL SLI65202 SWO

Ideal 100/100 Series (F-Class)

F-Class SLI65204 SWO
Platinum NL
BE
NL
LL

Ideal 100/100 Series (Platinum NL)

F-Class
Platinum NL SLI65203 SWO
BE
NL
LL

Ideal 75/100 Series (selected)

F-Class
Platinum NL
BE SLI60200 SWO
NL SLI60201 SWO
LL SLI60202 SWO

Ideal 75/100 Series (F-Class)

F-Class SLI60204 SWO
Platinum NL
BE
NL
LL

Ideal 75/100 Series (Platinum NL)

F-Class
Platinum NL SLI60203 SWO
BE
NL
LL
F-Class Platinum NL BE NL LL
Ideal 100/100 Series SLI65200 SLI65201 SLI65202
Fund Status SWO SWO SWO
Ideal 100/100 Series (F-Class) SLI65204
Fund Status SWO
Ideal 100/100 Series (Platinum NL) SLI65203
Fund Status SWO
Ideal 75/100 Series SLI60200 SLI60201 SLI60202
Fund Status SWO SWO SWO
Ideal 75/100 Series (F-Class) SLI60204
Fund Status SWO
Ideal 75/100 Series (Platinum NL) SLI60203
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
3.04 1.88 -0.94 1.63 10.45 5.70 2.44 5.23
3.13 2.17 -0.38 2.01 11.72 6.92 3.62 6.43
3.09 2.05 -0.61 1.86 11.20 6.43 3.15 5.95
3.07 1.97 -0.77 1.75 10.83 6.07 2.80 5.59
3.16 2.24 -0.24 2.11 12.04 7.23 3.92 6.76
3.12 2.14 -0.44 1.97 11.58 6.79 3.49 6.30

Ideal 100/100 Series

1 month 3.04
3 months 1.88
6 months -0.94
YTD 1.63
1 year 10.45
3 years 5.70
5 years 2.44
10 years
Inception 5.23

Ideal 100/100 Series (F-Class)

1 month 3.13
3 months 2.17
6 months -0.38
YTD 2.01
1 year 11.72
3 years 6.92
5 years 3.62
10 years
Inception 6.43

Ideal 100/100 Series (Platinum NL)

1 month 3.09
3 months 2.05
6 months -0.61
YTD 1.86
1 year 11.20
3 years 6.43
5 years 3.15
10 years
Inception 5.95

Ideal 75/100 Series

1 month 3.07
3 months 1.97
6 months -0.77
YTD 1.75
1 year 10.83
3 years 6.07
5 years 2.80
10 years
Inception 5.59

Ideal 75/100 Series (F-Class)

1 month 3.16
3 months 2.24
6 months -0.24
YTD 2.11
1 year 12.04
3 years 7.23
5 years 3.92
10 years
Inception 6.76

Ideal 75/100 Series (Platinum NL)

1 month 3.12
3 months 2.14
6 months -0.44
YTD 1.97
1 year 11.58
3 years 6.79
5 years 3.49
10 years
Inception 6.30
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
Ideal 100/100 Series 3.04 1.88 -0.94 1.63 10.45 5.70 2.44 5.23
Ideal 100/100 Series (F-Class) 3.13 2.17 -0.38 2.01 11.72 6.92 3.62 6.43
Ideal 100/100 Series (Platinum NL) 3.09 2.05 -0.61 1.86 11.20 6.43 3.15 5.95
Ideal 75/100 Series (selected) 3.07 1.97 -0.77 1.75 10.83 6.07 2.80 5.59
Ideal 75/100 Series (F-Class) 3.16 2.24 -0.24 2.11 12.04 7.23 3.92 6.76
Ideal 75/100 Series (Platinum NL) 3.12 2.14 -0.44 1.97 11.58 6.79 3.49 6.30

Calendar Returns (%)

2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
9.58 -4.78 18.14 13.59 19.52 -19.48 4.31 11.43 2.97
10.80 -3.66 19.51 14.91 20.88 -18.55 5.50 12.73 4.16
10.30 -4.08 18.95 14.36 20.33 -18.93 5.03 12.21 3.68
9.92 -4.41 18.55 13.98 19.92 -19.20 4.67 11.83 3.33
11.12 -3.36 19.86 15.23 21.24 -18.32 5.81 13.05 4.45
10.65 -3.76 19.33 14.75 20.73 -18.66 5.37 12.58 4.03

Ideal 100/100 Series

2016
2017 9.58
2018 -4.78
2019 18.14
2020 13.59
2021 19.52
2022 -19.48
2023 4.31
2024 11.43
2025 2.97

Ideal 100/100 Series (F-Class)

2016
2017 10.80
2018 -3.66
2019 19.51
2020 14.91
2021 20.88
2022 -18.55
2023 5.50
2024 12.73
2025 4.16

Ideal 100/100 Series (Platinum NL)

2016
2017 10.30
2018 -4.08
2019 18.95
2020 14.36
2021 20.33
2022 -18.93
2023 5.03
2024 12.21
2025 3.68

Ideal 75/100 Series

2016
2017 9.92
2018 -4.41
2019 18.55
2020 13.98
2021 19.92
2022 -19.20
2023 4.67
2024 11.83
2025 3.33

Ideal 75/100 Series (F-Class)

2016
2017 11.12
2018 -3.36
2019 19.86
2020 15.23
2021 21.24
2022 -18.32
2023 5.81
2024 13.05
2025 4.45

Ideal 75/100 Series (Platinum NL)

2016
2017 10.65
2018 -3.76
2019 19.33
2020 14.75
2021 20.73
2022 -18.66
2023 5.37
2024 12.58
2025 4.03
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Ideal 100/100 Series 9.58 -4.78 18.14 13.59 19.52 -19.48 4.31 11.43 2.97
Ideal 100/100 Series (F-Class) 10.80 -3.66 19.51 14.91 20.88 -18.55 5.50 12.73 4.16
Ideal 100/100 Series (Platinum NL) 10.30 -4.08 18.95 14.36 20.33 -18.93 5.03 12.21 3.68
Ideal 75/100 Series (selected) 9.92 -4.41 18.55 13.98 19.92 -19.20 4.67 11.83 3.33
Ideal 75/100 Series (F-Class) 11.12 -3.36 19.86 15.23 21.24 -18.32 5.81 13.05 4.45
Ideal 75/100 Series (Platinum NL) 10.65 -3.76 19.33 14.75 20.73 -18.66 5.37 12.58 4.03

Portfolio Allocation as of March 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 53.96
Fixed income 44.72
Cash and equivalents 1.56

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 95.97
Canada 0.71
France 0.48
United Kingdom 0.42
Luxembourg 0.20
Ireland 0.19
Norway 0.19
Panama 0.19
Switzerland 0.17
Cayman Islands 0.17
Other 1.31

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 %
Information tech. 32.25
Financials 12.99
Health care 11.24
Industrials 9.36
Communication serv. 9.34
Cons. discrectionary 8.74
Energy 6.18
Consumer staples 3.99
Utilities 2.77
Materials 2.09
Real Estate 1.06

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.

U.S. Mortgage-backed Securities 36.98
U.S. government bonds 12.22
U.S. Corporate Bonds 11.84
Floating rate bank loans 10.47
U.S. Asset-backed Securities 8.40
U.S. investment grade bonds 7.48
U.S. high yield bonds 3.81
International Corporate Bonds 2.97
U.S. federal bonds 2.04
International investment grade bonds 1.20
Other 2.60

Top 10 Holdings (%)

Name Weight %
NVIDIA Corp. 4.13
Apple Inc. 3.56
Alphabet Inc. Cl A 3.07
Microsoft Corp. 3.05
Amazon.com Inc. 1.81
Broadcom Inc. 1.73
JPMorgan Chase & Co. 1.62
Exxon Mobil Corp. 1.31
Eli Lilly & Co. 1.15
Cisco Systems Inc. 1.12

Historical Net Asset Values

Fees

 
Ideal 75/100 Series (F-Class)
Ideal 75/100 Series (Platinum NL)
Ideal 75/100 Series (selected)
Ideal 100/100 Series (F-Class)
Ideal 100/100 Series (Platinum NL)
Ideal 100/100 Series
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
1.45 0.50 2.22
1.85 0.50 2.64
2.45 0.50 3.30
1.45 0.75 2.51
1.85 0.75 2.97
2.45 0.75 3.66

Ideal 75/100 Series (F-Class)

Management Fee (%) 1.45
Insurance Fee (%) 0.50
Management Expense Ratio (%) 2.22

Ideal 75/100 Series (Platinum NL)

Management Fee (%) 1.85
Insurance Fee (%) 0.50
Management Expense Ratio (%) 2.64

Ideal 75/100 Series

Management Fee (%) 2.45
Insurance Fee (%) 0.50
Management Expense Ratio (%) 3.30

Ideal 100/100 Series (F-Class)

Management Fee (%) 1.45
Insurance Fee (%) 0.75
Management Expense Ratio (%) 2.51

Ideal 100/100 Series (Platinum NL)

Management Fee (%) 1.85
Insurance Fee (%) 0.75
Management Expense Ratio (%) 2.97

Ideal 100/100 Series

Management Fee (%) 2.45
Insurance Fee (%) 0.75
Management Expense Ratio (%) 3.66
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
Ideal 100/100 Series 2.45 0.75 3.66
Ideal 100/100 Series (F-Class) 1.45 0.75 2.51
Ideal 100/100 Series (Platinum NL) 1.85 0.75 2.97
Ideal 75/100 Series (selected) 2.45 0.50 3.30
Ideal 75/100 Series (F-Class) 1.45 0.50 2.22
Ideal 75/100 Series (Platinum NL) 1.85 0.50 2.64