Manulife Conservative Portfolio

Manulife Conservative Portfolio

Investment Outlook:

  • A sophisticated but simple, one ticket, multi-asset investment solution
  • Access to active asset allocation from Manulife Investment Management's Asset Allocation Team, a team that manages over CAD $140 billion (as of Dec 31, 2018) in portfolios around the globe
  • Quality underlying investment management from Manulife Investment Management, Mawer Investment Management Limited, Dimensional Fund Advisors Canada ULC and Brookfield Investment Management Inc.

PERFORMANCE

RETURN CALCULATOR



Min. Investment amount 100
if 000000 invested every month for 0 year

Estimated Returns
0000000000

with 00 % annual returns

CALENDAR RETURNS

2013 2014 2015 2016 2017 2018 2019
- - - - - -2.09% -

COMPOUND RETURNS

1 MO 3 MO 6 MO YTD 1 YR 2 YR 3 YR 5 YR 10 YR INCEP
0.30% 1.25% 5.67% - 5.54% - 0.00% 0.00% 0.00% 2.98%

RISK RATING

Low   Medium   High

ASSET ALLOCATION


Fixed income 70.07%
Equities 20.15%
Cash and equivalents 9.78%

GEOGRAPHIC ALLOCATION


Canada 49.26%
United States 30.62%
Netherlands 1.63%
United Kingdom 1.55%
Indonesia 0.94%
Luxembourg 0.92%
Mexico 0.81%
China 0.79%
Hong Kong 0.74%
Cayman Islands 0.68%
Other 12.06%

TOP 10 HOLDINGS

Manulife Bond Fund 28.47%
Manulife Strategic Income Fund 17.42%
Manulife Global Unconstrained Bond Fund 10.03%
Manulife Dividend Income Fund 6.90%
Manulife Canadian Unconstrained Bond Fund 6.22%
Manulife U.S. Unconstrained Bond Fund 6.10%
Manulife Global Equity Class 5.26%
Manulife Money Market Fund 4.78%
Vanguard Emerging Markets Government Bond Id Fund 4.70%
Manulife Multifactor Canadian Large Cap 3.04%

TAX IMPLICATIONS

In general, you'll have to pay income tax on any money you make on a fund. How much you pay depends on the tax laws where you live and whether or not you hold the fund in a registered plan, such as a Registered Retirement Savings Plan or a Tax-Free Savings Account. This plan can be held in the following registered plans- RRSP, TFSA, RESP, besides any other non-registered accounts.

Keep in mind that if you hold your fund in a non-registered account, fund distributions are included in your taxable income for each year that you hold the fund, whether you get them in cash or have them reinvested.

We recommend that you talk to your tax advisor to get an in-depth idea of your tax liability.

Other Details

MER 1.97%
REGISTERED PLAN ELIGIBILITY RRSP, RESP, and TFSA
OTHER IMPORTANT LINKS Click here


Min. Investment amount 100
if 000000 invested every month for 0 year

Estimated Returns
0000000000

with 00 % annual returns

2013 2014 2015 2016 2017 2018 2019
- - - - - -2.09% -
1 MO 3 MO 6 MO YTD 1 YR 2 YR 3 YR 5 YR 10 YR INCEP
0.30% 1.25% 5.67% - 5.54% - 0.00% 0.00% 0.00% 2.98%
> Low >   > Medium >   > High

ASSET ALLOCATION


Fixed income 70.07%
Equities 20.15%
Cash and equivalents 9.78%

GEOGRAPHIC ALLOCATION


Canada 49.26%
United States 30.62%
Netherlands 1.63%
United Kingdom 1.55%
Indonesia 0.94%
Luxembourg 0.92%
Mexico 0.81%
China 0.79%
Hong Kong 0.74%
Cayman Islands 0.68%
Other 12.06%

TOP 10 HOLDINGS

Manulife Bond Fund 28.47%
Manulife Strategic Income Fund 17.42%
Manulife Global Unconstrained Bond Fund 10.03%
Manulife Dividend Income Fund 6.90%
Manulife Canadian Unconstrained Bond Fund 6.22%
Manulife U.S. Unconstrained Bond Fund 6.10%
Manulife Global Equity Class 5.26%
Manulife Money Market Fund 4.78%
Vanguard Emerging Markets Government Bond Id Fund 4.70%
Manulife Multifactor Canadian Large Cap 3.04%

In general, you'll have to pay income tax on any money you make on a fund. How much you pay depends on the tax laws where you live and whether or not you hold the fund in a registered plan, such as a Registered Retirement Savings Plan or a Tax-Free Savings Account. This plan can be held in the following registered plans- RRSP, TFSA, RESP, besides any other non-registered accounts.

Keep in mind that if you hold your fund in a non-registered account, fund distributions are included in your taxable income for each year that you hold the fund, whether you get them in cash or have them reinvested.

We recommend that you talk to your tax advisor to get an in-depth idea of your tax liability.

MER 1.97%
REGISTERED PLAN ELIGIBILITY RRSP, RESP, and TFSA
OTHER IMPORTANT LINKS Click here

About iMarche and iMarche Learn: The content is provided for informational purposes only, is not intended as investment advice, and is not meant to suggest that a particular investment or strategy is suitable for any particular investor. If you’re unsure about an investment, you may wish to obtain advice from a qualified professional. Nothing herein should be considered an offer, solicitation of an offer, or advice to buy or sell securities. It’s also important to remember that past performance is no guarantee of future results.

IMarche and/or iMarche Learn shall assume no liability in case of any financial loss.