Performance
Trailing returns
| 1 day | +0.84% |
| |||
| 1 week | +0.22% |
| |||
| 4 week | +5.58% |
| |||
| 3 month |
| -0.19% | |||
| YTD | +1.84% |
| |||
| 1 year | +12.46% |
| |||
| 3 years* | - | ||||
| 5 years* | - | ||||
| *annualized | |||||
| Best 3 month return | +9.27% | |
| Worst 3 month return | -12.30% |
Morningstar statistics
Morningstar category: Canadian Equity
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 4.93M | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | - | |
| Management fee | - | |
| Fund family | Manufacturers Life Insurance Co |
Asset allocation
| Cash | 1.23% | |
| Stocks | 97.73% | |
| Bonds | 0.00% | |
| Other | 1.05% |
Purchase information
| Initial | $500 | |
| Additional | $500 | |
| IRA Initial | $500 | |
| AIP Initial | $100 |
10.18+0.08(0.84%)
May 17, 4:30PM EDT
Description
The investment objective of the fund is to achieve investment results that approximate the return of the S&P/TSX Total Return Index.
Asset managers:
Ram Narayan (Started: Oct 18, 2010)
Carson Jen (Started: Oct 18, 2010)
Ram Narayan (Started: Oct 18, 2010)
Carson Jen (Started: Oct 18, 2010)
Advisor Company:
Manufacturers Life Insurance Co
Manufacturers Life Insurance Co
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | -2.16 | - | - | - | |
| Beta* | 1.00 | - | - | - | |
| Mean annual return | 0.22 | - | - | - | |
| R-squared* | 99.88 | - | - | - | |
| Standard deviation | 9.00 | - | - | - | |
| Sharpe ratio | 0.19 | - | - | - | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Manulife Canadian Equity Index (MAM) | 100.49% |