Fund Performance Report

What information is available in this report?
How can I customize this report?

What information is available in this report?

This report provides the fund performance for each individual fund or portfolio across various time periods. The fund performance report is only available at a previous month-end. The investment returns are gross returns for the Manulife market-based funds.

It provides year to date, 1 year, 2 year, 3 year, 4, year, 5 year and 10 year rates of return for the funds or portfolios. It also includes the Investment Management Fees percentage.

How can I customize this report?

Parameter descriptions

• Consolidation: Allows you to combine information for your DC plans. If you consolidate by plan group, your report will only contain information for that plan group across multiple DC plans.
• Level of information: Allows you to request a report that contains either plan level information or plan group specific information.
• Report date: The report date will always be a month-end date.
• Report format: The report is available in PDF or Excel.

Report language: The report is available in English or French.