iMarche
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
Estimated Returns
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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
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 |
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% |
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 |