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Manulife Covered Call U.S. Equity Advisor Series

Ranked 680 out of 877 in - US over 12 months
All calculations are in USD unless stated

Objective

This Fund offers exposure to a diversified portfolio of primarily U.S. equity securities and employs a covered call overlay to seek stronger risk-adjusted performance. Disciplined value approach focuses on buying attractive business, with catalysts, at the right value. Covered call overlay seeks to benefit from volatility spikes that may increase value of call premiums and enhance income in rising and falling markets.

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

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.2% 1.4% 3.9%
2016 6.3% -1.8% 1.7% 3.9% 2.4%
2015 -6.6% -0.2% 0.0% -9.6% 3.6%
2014 8.0% 1.4% 3.9% -0.1% 2.6%
2013 29.9% 9.3% 1.5% 7.0% 9.4%
2012 17.5% 17.5% -7.2% 8.6% -0.8%
2011 -9.3% 5.8% -2.6% -21.4% 12.1%
2010 13.7% 5.8% -15.3% 12.9% 12.4%
2009 32.3% -13.3% 22.3% 19.9% 4.1%
2008 -53.7% -11.8% -9.9% -8.7% -36.2%
2007 -15.9% 1.8% 4.4% -5.7% -16.0%
2006 23.1% 6.5% -2.4% 7.3% 10.4%
2005 0.5% -3.1% -1.5% 1.9% 3.3%
2004 6.8% 3.3% -4.0% -1.9% 9.8%
2003 20.9% -5.2% 13.0% 3.0% 9.6%
2002 -19.2% 2.7% -15.4% -8.9% 2.1%
2001 -12.3% -13.7% 3.4% -11.6% 11.2%
2000 8.9% -2.2% 7.1% 3.8% 0.2%
1999 -5.5% 4.0% -2.8% -13.5% 8.1%
1998 4.8% 12.1% 3.7% -23.0% 17.1%
1997 31.5% 1.4% 25.2% 5.2% -1.5%
1996 34.7% 5.6% 4.2% 12.3% 9.1%
1995 7.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date20/02/1990
  • Share Class size46Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment25

Charges

  • Annual management1.88%
  • Initial investment5

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