Overview

Quick Facts

Daily Price

$17.5357
-0.16% (-$0.03)
May 11, 2026

Summary Stats

Asset Class Global Equity Balanced
Risk Low to Medium
MER 1 2.82%
Net Assets $423.22 M
Inception Date May 19, 2017
Fund Status Open to additional deposits and switches into existing contracts 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 Growth Portfolio

Underlying Fund Manager

Manulife Investment Management Limited

Portfolio Management Team

Manulife Multi-Asset Solutions Team

Investment Objective

This Global Equity Portfolio aims to achieve long-term capital appreciation. The Portfolio seeks to accomplish its objective by primarily investing in securities of Underlying Funds and/or ETFs. These Underlying Funds and/or ETFs generally invest in domestic and global equity securities and/or domestic and global fixed income securities.

Fund Codes

FE BE LL Elite FE
MGS2831
Fund Status ADO
MGS2828 MGS2829 MGS2830
Fund Status ADO SWO SWO

75 Series (Elite)

FE
BE
LL
Elite FE MGS2831 ADO

75 Series (selected)

FE MGS2828 ADO
BE MGS2829 SWO
LL MGS2830 SWO
Elite FE
FE BE LL Elite FE
75 Series (Elite) MGS2831
Fund Status ADO
75 Series MGS2828 MGS2829 MGS2830
Fund Status ADO SWO 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
3.69 3.14 4.95 4.89 18.86 12.07 7.10 7.00
3.62 2.95 4.57 4.63 17.99 11.32 6.49 6.35

75 Series (Elite)

1 month 3.69
3 months 3.14
6 months 4.95
YTD 4.89
1 year 18.86
3 years 12.07
5 years 7.10
10 years
Inception 7.00

75 Series

1 month 3.62
3 months 2.95
6 months 4.57
YTD 4.63
1 year 17.99
3 years 11.32
5 years 6.49
10 years
Inception 6.35
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
75 Series (Elite) 3.69 3.14 4.95 4.89 18.86 12.07 7.10 7.00
75 Series (selected) 3.62 2.95 4.57 4.63 17.99 11.32 6.49 6.35

Calendar Returns (%)

2017 2018 2019 2020 2021 2022 2023 2024 2025
-5.44 17.17 10.49 11.33 -12.19 11.01 15.20 11.37
-6.32 16.15 10.29 10.74 -12.46 10.58 14.34 10.53

75 Series (Elite)

2017
2018 -5.44
2019 17.17
2020 10.49
2021 11.33
2022 -12.19
2023 11.01
2024 15.20
2025 11.37

75 Series

2017
2018 -6.32
2019 16.15
2020 10.29
2021 10.74
2022 -12.46
2023 10.58
2024 14.34
2025 10.53
2017 2018 2019 2020 2021 2022 2023 2024 2025
75 Series (Elite) -5.44 17.17 10.49 11.33 -12.19 11.01 15.20 11.37
75 Series (selected) -6.32 16.15 10.29 10.74 -12.46 10.58 14.34 10.53

Portfolio Allocation as of February 28, 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 75.02
Fixed income 22.73
Cash and equivalents 2.43

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 34.46
Canada 34.03
Japan 3.90
United Kingdom 3.04
Mexico 2.21
Taiwan 2.06
South Korea 1.94
China 1.85
France 1.53
India 1.36
Other 13.62

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 19.10
Information tech. 15.48
Industrials 14.06
Materials 9.89
Energy 8.84
Cons. discrectionary 7.79
Communication serv. 7.43
Health care 6.95
Consumer staples 4.59
Utilities 3.40
Real Estate 2.48

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.

Canadian Corporate Bonds 14.81
Canadian investment grade bonds 11.14
International Corporate Bonds 10.14
U.S. Corporate Bonds 10.09
Floating rate bank loans 9.35
Canadian provincial bonds 8.49
U.S. high yield bonds 7.01
International government bonds 5.02
Canadian government bonds 3.90
U.S. government bonds 3.26
Other 16.80

Underlying Fund Holdings (%)

Name Weight %
Manulife Multifactor Canadian Large Cap 7.08
Manulife Fundamental Equity Fund 6.75
MIM Global Small Cap Equity Pooled Fund 6.23
Manulife U.S. All Cap Equity Fund 6.21
Manulife Global Dividend Fund 5.83
Manulife Bond Fund 5.81
Manulife Growth Opportunities Fund 5.54
Manulife Dividend Income Fund 5.38
Manulife Strategic Income Fund 5.12
Manulife World Investment Fund 4.50

Historical Net Asset Values

Fees

 
75 Series (Elite)
75 Series (selected)
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
1.87 0.00 2.20
2.39 0.00 2.82

75 Series (Elite)

Management Fee (%) 1.87
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.20

75 Series

Management Fee (%) 2.39
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.82
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
75 Series (selected) 2.39 0.00 2.82
75 Series (Elite) 1.87 0.00 2.20