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Manulife Balanced Equity Private Pool Advisor Srs

Ranked 55 out of 204 in - Aggressive CAD over 12 months
All calculations are in USD unless stated

Managed by

Terry Carr

Emory W. Sanders, Jr.

Emory Sanders Jr, CFA is a senior managing director and senior portfolio manager for John Hancock Asset Management. He joined the firm in 2010 and is the co-leader of the US Core Value Equity team, which manages large cap value, large cap core and all cap core strategies. Prior to this, he was a director, portfolio manager and senior equity analyst with the large cap equity research team at Wells Capital Management. He graduated from the University of Vermont with a BSc in 1996 and is a member of the Boston Security Analysts Society.

Jonathan White

Objective

The Pool seeks to provide investors with long-term total return by investing primarily in a diversified portfolio of global equity, fixed income and money market securities.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Aggressive CAD over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.8% 5.8% 5.6%
2016 5.7% 5.8% 1.4% 4.5% -5.8%
2015 1.9% 1.0% 1.0% -3.3% 3.4%
2014 -1.9% -1.9% 4.0% -3.2% -0.7%
2013 14.1% 6.4% -3.8% 6.1% 5.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date14/12/2012
  • Share Class size214Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment25

Charges

  • Annual management1.75%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).