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Manulife US Dollar Strategic Balanced Yield Fund

Ranked 110 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 Fund seeks to provide sustainable income and capital growth by investing in dividend paying equities and high yielding fixed income securities from across the globe.

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

Performance

Balanced Other over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.2% 1.8% 3.0%
2016 8.0% 0.5% 1.2% 3.3% 2.8%
2015 -1.6% 0.3% 0.6% -5.0% 2.7%
2014 5.3% 1.2% 2.5% -0.8% 2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date24/12/2013
  • Share Class size110Mn
  • Base currencyUSD

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment25

Charges

  • Annual management1.84%

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