Manulife Global Opps Class T

 (MUTF_CA:MMF9436)   Watch this mutual fund  
Find more results for CHRISTOPHER T. JANIS

Performance

Trailing returns

1 day
   
-0.16%  
1 week   +1.25%
   
4 week   +0.86%
   
3 month   +1.74%
   
YTD   +7.29%
   
1 year   +15.56%
   
3 years*   +7.38%
   
5 years*   -  
*annualized
Best 3 month return+18.57%  
Worst 3 month return-23.09%  

Morningstar statistics

Morningstar category: Global Equity
  Return Risk Rating
3 years Low High
5 years     -     - -
10 years     -     - -
Overall Low High
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets211.89M 
Front load-  
Deferred load-  
Expense ratio-  
Management fee2.20%  
Fund familyManulife Mutual Funds 

Asset allocation

Cash2.53%  
Stocks97.47%  
Bonds0.00%  
Other0.00%  

Purchase information

InitialCA$500  
AdditionalCA$25  
IRA InitialCA$500  
AIP InitialCA$25  
AIP AdditionalCA$25  
12.60-0.02(-0.16%)
Aug 26, 4:30PM EDT Overall Morningstar RatingTM

Description

The Fund seeks long-term capital appreciation. The Fund will invest primarily in equity securities of companies from around the world. In pursuing this goal, the management team will invest in equity securities of companies of any size from anywhere in the world.
Asset managers:
Christopher Arbuthnot (Started: Apr 24, 2007)
Roger Hamilton (Started: Apr 24, 2007)
Daniel Janis, III (Started: Apr 24, 2007)
Advisor Company:
Manulife Asset Management Limited
200 Bloor Street East, North Tower Floor 3
416 581 8428 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -3.83 -25.65     -     -
Beta* 0.87 1.74     -     -
Mean annual return 1.25 0.22     -     -
R-squared* 45.09 61.81     -     -
Standard deviation 8.17 18.33     -     -
Sharpe ratio 1.73 0.10     -     -
* Against standard index

Top 10 holdings

Security Net Assets  
British American Tobacco PLC (BTAFF) 3.57%  
Philip Morris International, Inc. (PM) 3.03%  
Total SA (TTFNF) 2.98%  
Eaton Corporation PLC (ETN) 2.88%  
Johnson & Johnson (JNJ) 2.77%  
JPMorgan Chase & Co (JPM) 2.73%  
Microsoft Corporation (MSFT) 2.70%  
Roche Holding AG (RHHVF) 2.58%  
Novartis AG (NVSEF) 2.57%  
Apple Inc (AAPL) 2.45%