C$ unless otherwise
stated TSX/NYSE/PSE: MFC SEHK:
945
Combined wins of 20 segregated funds,10 mutual funds and 4
ETFs earn Manulife Investment Management honours for 12 consecutive
years
TORONTO, Feb. 8, 2024
/CNW/ - Manulife Investment Management announced that Fundata
Canada recognized 34 of its investment solutions for their
competitive performance. A combination of 20 segregated funds, 10
mutual funds and four ETFs earned FundGrade A+® Ratings, extending
Manulife Investment Management's recognition in investment
performance to 12 consecutive years – every year since the awards'
debut in 2012.
The FundGrade A+® Award is given annually to investment funds
and managers who have shown consistent, outstanding, risk-adjusted
performance incorporating up to 10 years of history. Achieving a
FundGrade A+® Rating is an honour because only around 6% of the
investment fund products available in Canada have received it.
"Manulife is committed to offering Canadians high-quality,
diverse investment solutions that meet investor needs and I am very
proud of our strong performance," said Jordy Chilcott, Head of Retail Intermediary
Distribution, Manulife Investment Management, Canada. "With the continued economic
uncertainty, following years of volatility, I want to congratulate
our portfolio management teams and colleagues who have enabled us
once again to be recognized by Fundata."
The following Manulife segregated funds, mutual funds, and ETFs
were awarded Fundata's FundGrade A+®
rating:
Segregated
funds*
|
FundGrade
start date
|
FundGrade
calc date
|
Fund
count
|
1Y
return
|
3Y
return
|
5Y
return
|
10Y
return
|
Total
return
since
inception
|
Inception
date
|
Canadian Dividend
& Income Equity category
|
|
|
|
|
|
|
|
|
|
Manulife Ideal Fidelity
Dividend Fund
|
1/31/2014
|
12/31/2023
|
225
|
4.47
|
8.72
|
8.39
|
5.53
|
6.1
|
12/12/2012
|
Canadian Equity
Balanced category
|
|
|
|
|
|
|
|
|
|
Manulife Fundamental
Balanced Class GIF Select
|
1/31/2021
|
12/31/2023
|
552
|
11.9
|
6.88
|
—
|
—
|
8.24
|
5/4/2020
|
Canadian Focused
Equity category
|
|
|
|
|
|
|
|
|
|
Manulife Fundamental
Equity GIF Select
|
1/31/2014
|
12/31/2023
|
463
|
15.26
|
10.88
|
12.92
|
9.09
|
8.37
|
10/5/2009
|
Manulife Ideal Canadian
Equity Fund
|
1/31/2014
|
12/31/2023
|
463
|
11.57
|
9.6
|
11.56
|
7.45
|
8.67
|
12/12/2012
|
Canadian Fixed
Income Balanced category
|
|
|
|
|
|
|
|
|
|
Manulife Simplicity
Moderate Portfolio GIF
|
1/31/2014
|
12/31/2023
|
666
|
7.67
|
-0.18
|
3.49
|
3.16
|
3.06
|
12/26/2000
|
Manulife Simplicity
Moderate Portfolio GIF Select
|
1/31/2014
|
12/31/2023
|
666
|
8.03
|
-0.04
|
3.92
|
3.57
|
4.01
|
10/2/2009
|
Canadian Fixed
Income category
|
|
|
|
|
|
|
|
|
|
Manulife RetirementPlus
Guaranteed Income
|
1/31/2014
|
12/31/2023
|
419
|
7.93
|
-8.69
|
-1.58
|
-0.18
|
-0.22
|
10/28/2013
|
Manulife Ideal Canadian
Unconstrained Bond Fund
|
1/31/2015
|
12/31/2023
|
419
|
5.98
|
-3.47
|
0.37
|
—
|
0.12
|
5/17/2016
|
European Equity
category
|
|
|
|
|
|
|
|
|
|
Manulife Invesco EQV
European Equity GIF Select
|
1/31/2014
|
12/31/2023
|
63
|
13.67
|
-5.02
|
3.3
|
3.34
|
6.35
|
10/2/2009
|
Global Equity
category
|
|
|
|
|
|
|
|
|
|
Manulife Global Equity
Class GIF Select
|
1/31/2014
|
12/31/2023
|
898
|
15.23
|
6.31
|
9.16
|
9.04
|
10.03
|
10/7/2013
|
Global Fixed Income
Balanced category
|
|
|
|
|
|
|
|
|
|
Manulife Balanced
Income Portfolio GIF Select
|
1/31/2014
|
12/31/2023
|
262
|
8.01
|
1.29
|
4.75
|
4.03
|
4.89
|
10/2/2009
|
Manulife Moderate
Portfolio GIF Select**
|
1/31/2018
|
12/31/2023
|
262
|
7.67
|
-0.05
|
3.67
|
—
|
2.29
|
5/19/2017
|
Manulife Moderate
Private Segregated Portfolio**
|
1/31/2018
|
12/31/2023
|
262
|
8.02
|
0.27
|
4.01
|
—
|
3.57
|
11/29/2018
|
Global Neutral
Balanced category
|
|
|
|
|
|
|
|
|
|
Manulife Strategic
Balanced Yield GIF Select
|
1/31/2014
|
12/31/2023
|
875
|
13.42
|
4.92
|
7.5
|
6.14
|
7.53
|
10/31/2012
|
Manulife U.S. Balanced
Private Segregated Pool
|
1/31/2015
|
12/31/2023
|
875
|
13.52
|
5
|
7.57
|
—
|
6.1
|
10/6/2014
|
Manulife U.S. Balanced
Value Private Segregated Pool
|
1/31/2016
|
12/31/2023
|
875
|
5.72
|
1.49
|
7.54
|
—
|
5.48
|
4/30/2015
|
Manulife U.S. Monthly
High Income GIF Select
|
1/31/2015
|
12/31/2023
|
875
|
5.35
|
1.13
|
7.21
|
—
|
5.43
|
4/7/2014
|
Manulife Global
Balanced GIF Select**
|
1/31/2014
|
12/31/2023
|
875
|
11.32
|
2.82
|
6.21
|
6.53
|
7.01
|
10/7/2013
|
Manulife Global
Balanced Private Segregated Pool**
|
1/31/2014
|
12/31/2023
|
875
|
11.69
|
3.16
|
6.53
|
—
|
6.88
|
10/6/2014
|
Manulife Global Monthly
High Income GIF Select**
|
1/31/2014
|
12/31/2023
|
875
|
15.64
|
1.97
|
8.3
|
5.59
|
6.04
|
10/7/2013
|
Manulife Global Monthly
High Income Private Segregated Pool**
|
1/31/2014
|
12/31/2023
|
875
|
15.9
|
—
|
—
|
—
|
0.93
|
5/25/2021
|
High Yield Fixed
Income category
|
|
|
|
|
|
|
|
|
|
Manulife U.S.
Unconstrained Bond GIF Select
|
1/31/2014
|
12/31/2023
|
153
|
8.76
|
-0.5
|
2.86
|
3.39
|
3.71
|
10/7/2013
|
Multi-Sector Fixed
Income category
|
|
|
|
|
|
|
|
|
|
Manulife Corporate
Fixed Income Private Segregated Pool
|
1/31/2015
|
12/31/2023
|
59
|
7.54
|
0.03
|
2.77
|
—
|
2.34
|
10/6/2014
|
Tactical Balanced
category
|
|
|
|
|
|
|
|
|
|
Manulife Ideal Tactical
Income Fund
|
1/31/2014
|
12/31/2023
|
106
|
11.49
|
5.31
|
7.67
|
—
|
5.62
|
5/17/2016
|
Mutual
funds***
|
FundGrade
start date
|
FundGrade
calc date
|
Fund
count
|
1Y
return
|
3Y
return
|
5Y
return
|
10Y
return
|
Total
return
since
inception
|
Inception
date
|
Canadian Equity
Balanced category
|
|
|
|
|
|
|
|
|
|
Manulife Fundamental
Balanced Class
|
1/31/2014
|
12/31/2023
|
229
|
12.26
|
7.21
|
9.3
|
7.03
|
6.83
|
22/03/2012
|
Canadian Equity
category
|
|
|
|
|
|
|
|
|
|
Manulife Canadian
Equity Private Pool
|
1/31/2014
|
12/31/2023
|
360
|
11.89
|
11.25
|
12.7
|
8.98
|
9.3
|
14/12/2012
|
Canadian Neutral
Balanced category
|
|
|
|
|
|
|
|
|
|
Manulife Canadian
Growth and Income Private Trust
|
1/31/2016
|
12/31/2023
|
250
|
9.57
|
5.09
|
7
|
—
|
4.91
|
10/8/2015
|
Canadian Focused
Equity category
|
|
|
|
|
|
|
|
|
|
Manulife Fundamental
Equity Fund
|
1/31/2014
|
12/31/2023
|
335
|
15.76
|
11.37
|
13.4
|
9.57
|
8.38
|
26/08/2003
|
Global Equity
category
|
|
|
|
|
|
|
|
|
|
Manulife Global Equity
Private Pool
|
1/31/2014
|
12/31/2023
|
1095
|
16.36
|
7.36
|
10.46
|
10.18
|
11.74
|
14/12/2012
|
Global Fixed Income
Balanced category
|
|
|
|
|
|
|
|
|
|
Manulife Moderate
Portfolio
|
1/31/2018
|
12/31/2023
|
488
|
8.08
|
0.3
|
4.03
|
—
|
2.63
|
5/5/2017
|
Global Neutral
Balanced category
|
|
|
|
|
|
|
|
|
|
Manulife Global
Balanced Fund
|
1/31/2014
|
12/31/2023
|
888
|
11.75
|
3.18
|
6.55
|
6.89
|
7.4
|
1/8/2013
|
Manulife Strategic
Balanced Yield Fund
|
1/31/2014
|
12/31/2023
|
888
|
13.76
|
5.25
|
7.83
|
6.49
|
7.65
|
22/03/2012
|
Manulife U.S. Balanced
Private Trust
|
1/31/2014
|
12/31/2023
|
888
|
13.84
|
5.3
|
7.86
|
6.55
|
7.11
|
10/6/2013
|
Tactical Balanced
category
|
|
|
|
|
|
|
|
|
|
Manulife Tactical
Income Fund
|
1/31/2014
|
12/31/2023
|
194
|
11.71
|
5.54
|
7.91
|
5.15
|
4.08
|
6/7/2007
|
ETFs****
|
FundGrade
start date
|
FundGrade
calc date
|
Fund
count
|
1Y
return
|
3Y
return
|
5Y
return
|
Total
return
since
inception
|
Inception
date
|
Canadian Equity
category
|
|
|
|
|
|
|
|
|
ManulifeMultifactor
Canadian Large Cap IndexETF (MCLC)
|
1/31/2018
|
12/31/2023
|
360
|
11.49
|
12.62
|
11.49
|
7.71
|
17/04/2017
|
Canadian Small/Mid
Cap Equity category
|
|
|
|
|
|
|
|
|
ManulifeMultifactor
CanadianSMID Cap IndexETF (MCSM)
|
1/31/2018
|
12/31/2023
|
116
|
6.88
|
8.13
|
11.47
|
7.92
|
27/11/2017
|
Canadian Fixed
Income category
|
|
|
|
|
|
|
|
|
Manulife Smart Core
BondETF (BSKT)
|
1/31/2021
|
12/31/2023
|
311
|
7.8
|
-2.3
|
—
|
-1.94
|
25/11/2020
|
Canadian Corporate
Fixed Income category
|
|
|
|
|
|
|
|
|
Manulife Smart
Corporate BondETF (CBND)
|
1/31/2021
|
12/31/2023
|
57
|
8.79
|
-0.89
|
—
|
-0.44
|
25/11/2020
|
* Segregated fund performance shown for GIF Select
InvestmentPlus, MPIP Segregated Pools and Manulife RetirementPlus
funds are for the front-end sales charge. For Ideal funds, the
performance shown is for the no-load sales charge. Performance for
the winning segregated funds is for the period ending December 31, 2023. The Manulife RetirementPlus
and Manulife Ideal segregated fund contracts are no longer open to
new deposits effective October 2022
** The Fundgrade A+ award applies to an entire fund family,
including every segregated fund product and series where a fund is
available. This fund has been listed twice to highlight that it is
available in both GIF Select and MPIP Segregated Pools contracts.
*** Mutual fund performance shown is for advisor series.
Performance for the winning mutual funds is for the period ending
December 31, 2023.
**** Performance for the winning ETFs is for the period ending
December 31, 2023.
FundGrade A+® is used with permission from
Fundata Canada Inc., all rights reserved. The annual FundGrade
A+® Awards are presented by Fundata Canada Inc. to
recognize the "best of the best" among Canadian investment funds.
The FundGrade A+® calculation is supplemental to
the monthly FundGrade ratings and is calculated at the end of each
calendar year. The FundGrade rating system evaluates funds based on
their risk-adjusted performance, measured by Sharpe Ratio, Sortino
Ratio, and Information Ratio. The score for each ratio is
calculated individually, covering all time periods from 2 to 10
years. The scores are then weighted equally in calculating a
monthly FundGrade. The top 10% of funds earn an A Grade; the next
20% of funds earn a B Grade; the next 40% of funds earn a C Grade;
the next 20% of funds receive a D Grade; and the lowest 10% of
funds receive an E Grade. To be eligible, a fund must have received
a FundGrade rating every month in the previous year. The FundGrade
A+® uses a GPA-style calculation, where each
monthly FundGrade from "A" to "E" receives a score from 4 to 0,
respectively. A fund's average score for the year determines its
GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade
A+® Award. For more information, see
www.FundGradeAwards.com. Although Fundata makes every effort to
ensure the accuracy and reliability of the data contained herein,
the accuracy is not guaranteed by Fundata.
Manulife Investment Management is a trade name of Manulife
Investment Management Limited and The Manufacturers Life Insurance
Company. The Manufacturers Life Insurance Company (Manulife)
is the issuer of Manulife Investment Management insurance contracts
and the guarantor of any guarantee provisions therein. Manulife
Mutual Funds are managed by Manulife Investment Management
Limited.
Commissions, trailing commissions, management fees and expenses
all may be associated with mutual fund, ETFs and segregated fund
investments. Please read the fund facts as well as the prospectus
before investing in mutual funds, the ETF Facts as well as the
prospectus before investing in ETFs and information folder,
contract and fund facts before investing in segregated fund
contracts. The indicated rates of return are the historical annual
compounded total returns including changes in unit value and
reinvestment of all distributions and do not take into account
sales, redemption, distribution or optional charges or income taxes
payable by any securityholder that would have reduced returns.
Mutual funds and ETFs are not guaranteed, their values change
frequently, and past performance may not be repeated. Any amount
that is allocated to a segregated fund is invested at the risk of
the contract holder and may increase or decrease in value.
Manulife, Manulife Investment Management, the Stylized M Design,
and Manulife Investment Management & Stylized M Design are
trademarks of The Manufacturers Life Insurance Company and are used
by it, and by its affiliates under license.
About Manulife Investment
Management
Manulife Investment Management is the brand for the global
wealth and asset management segment of Manulife Financial
Corporation. Our mission is to make decisions easier and lives
better by empowering investors for a better tomorrow. Serving
more than 17 million individuals, institutions, and retirement plan
members, we believe our global reach, complementary businesses, and
the strength of our parent company position us to help investors
capitalize on today's emerging global trends. We provide our
clients access to public and private investment solutions across
equities, fixed income, multi-asset, alternative, and
sustainability-linked strategies, such as natural capital, to help
them make more informed financial decisions and achieve their
investment objectives. Not all offerings are available in all
jurisdictions. For additional information, please
visit manulifeim.com.
About Manulife
Manulife Financial Corporation is a leading international
financial services provider, helping people make their decisions
easier and lives better. With our global headquarters in
Toronto, Canada, we provide
financial advice and insurance, operating as Manulife across
Canada, Asia, and Europe, and primarily as John Hancock in the
United States. Through Manulife Investment Management, the
global brand for our Global Wealth and Asset Management segment, we
serve individuals, institutions, and retirement plan members
worldwide. At the end of 2022, we had more than 40,000 employees,
over 116,000 agents, and thousands of distribution partners,
serving over 34 million customers. We trade as 'MFC' on the
Toronto, New York, and the Philippine stock exchanges
and under '945' in Hong Kong. Not
all offerings are available in all jurisdictions. For additional
information, please visit manulife.com.
SOURCE Manulife Investment Management