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Manulife US Balanced Private Trust Adv

Ranked 16 out of 132 in - Balanced Other over 12 months
All calculations are in USD unless stated

Managed by

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.

Objective

The Pool seeks to generate income and capital appreciation primarily through exposure to a diversified portfolio primarily consisting of dividend paying equity and fixed income securities.

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

Performance

Balanced Other over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.5% 4.1% 6.3%
2016 13.2% 6.9% 1.6% 2.9% 1.2%
2015 -12.2% -3.6% 1.0% -9.2% -0.7%
2014 4.0% 0.6% 3.2% -1.4% 1.5%
2013 3.4% 5.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date10/06/2013
  • Share Class size401Mn
  • Base currencyCAD

Purchase Info

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

Charges

  • Annual management1.61%

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