TSX/NYSE/PSE: MFC
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SEHK: 945
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TORONTO, Nov. 26, 2015 /CNW/ - Senior Portfolio Manager Dan Janis and
the Manulife Asset Management Strategic Income Team were named Fixed
Income Manager of the Year at the 2015 Morningstar Award ceremony held
November 25.
The team, which manages five funds and one pool available to Canadian
retail investors, was recognized for its strong global fixed income
capabilities and its consistent adherence to a disciplined investment
approach. The team manages C$28.1 B globally as of September 30, 2015.
In addition to Mr. Janis, the leadership team includes Senior Portfolio
Managers Tom Goggins and Kisoo Park.
"It's a well-deserved award for an exceptional team" said Derek Saliba,
Assistant Vice President, Mutual Fund Product, Manulife Investments.
"The team has deep portfolio management and research experience. Its
lead managers average nearly 30 years of experience between them. With
team members in North America, Asia and Europe they manage their
strategies 24 hours a day, six days a week, which enables them to cover
every major bond market sector domestically and globally. Their
diligence and investment philosophy, process and performance has led to
great success. We congratulate them on their efforts and their
commitment to our clients."
The team employs an active fixed income management approach which
dynamically allocates assets across multiple countries, sectors and
currencies. Their top-down, bottom-up sector rotation style uses a
global universe of securities. They analyze a broad range of
opportunities including government bonds, investment grade high yield
corporate bonds and other fixed income asset classes. The strategy
employs active currency management and each sector is evaluated for
yield/return, quality and stability.
Manulife Asset Management Strategic Income Team
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Dan Janis-Boston
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Tom Goggins-Boston
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Kisoo Park-Hong Kong
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Chris Chapman-London
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Chuck Tomes-Boston
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Joe Rothwell-Boston
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Catherine Barros-Boston
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David Zielinski-Boston
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The team manages the following funds:
Manulife Strategic Income Fund
The Fund employs a tactical asset allocation across multiple fixed
income sectors including global government bonds, investment grade and
high yield corporate bonds. In addition, a dynamic currency management
strategy is employed to help the Fund benefit and mitigate currency
fluctuations.
Manulife U.S. Dollar Strategic Income Fund
The Fund follows the same investing mandate as Manulife Strategic Income
Fund but is geared towards those looking to invest U.S. dollars.
Investors can invest in the fund with its Net Asset Value (NAV), income
and year-end distributions (if any) in U.S. dollars with no currency
calculations.
Manulife Strategic Balanced Yield Fund
The Fund offers exposure to a diversified portfolio primarily of
dividend paying U.S. equity securities and global multi-sector fixed
income. The Strategic Income Team is the lead manager of the fixed
income component and the active currency management strategy.
Manulife U.S. Dollar Strategic Balanced Yield Fund
The Fund follows the same investing mandate as Manulife Strategic
Balanced Yield Fund but is geared towards those looking to invest U.S.
dollars. Investors can invest in the fund with its Net Asset Value
(NAV), income and year-end distributions (if any) in U.S. dollars with
no currency calculations.
Manulife Strategic Investment Grade Global Bond Fund
The Fund employs a tactical asset allocation across multiple fixed
income sectors including global government bonds, investment grade
corporate and emerging markets bonds. In addition, a dynamic currency
management strategy is employed to help the Fund benefit and mitigate
currency fluctuations.
Manulife Global Fixed Income Private Trust
The Pool employs a tactical asset allocation across multiple fixed
income sectors including global government bonds, investment grade and
high yield corporate bonds. In addition, a dynamic currency management
strategy helps the pool benefit and be protected from currency
fluctuations.
Fund/Pool
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Category
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Inception
date
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1 year
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3 years
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5 years
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10 years
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Since
Inception
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Overall
Star rating
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Manulife Strategic
Income Fund1
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High Yield Fixed
Income
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11/25/2005
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7.6
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6.7
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5.8
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n/a
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7.0
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4 stars
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Manulife U.S. Dollar
Strategic Income
Fund
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High Yield Fixed
Income
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3/18/2015
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n/a
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n/a
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n/a
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n/a
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n/a
|
n/a
|
Manulife Strategic
Balanced Yield Fund2
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Global Neutral
Balanced
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3/21/2012
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11.2
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14.8
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n/a
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n/a
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12.9
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5 stars
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Manulife U.S. Dollar
Strategic Balanced
Yield Fund
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Global Neutral
Balanced
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12/18/2013
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17.7
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n/a
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n/a
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n/a
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15.5
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n/a
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Manulife Strategic
Investment Grade
Global Bond Fund
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Global Fixed
Income
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3/18/2015
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n/a
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n/a
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n/a
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n/a
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n/a
|
n/a
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Manulife Global
Fixed Income Private
Trust
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High Yield Fixed
Income
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12/14/2012
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7.8
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n/a
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n/a
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n/a
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6.2
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n/a
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Performance as at October 31, 2015
Commissions, trailing commissions, management fees and expenses all may
be associated with mutual fund investments. Please read the prospectus
before investing. 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 are
not guaranteed, their values change frequently and past performance may
not be repeated. Manulife Funds and Manulife Corporate Classes are
managed by Manulife Investments, a division of Manulife Asset
Management Limited.
1Manulife Strategic Income Fund
The Star Ratings as of October 31, 2015 for the Funds shown and the
number of funds within their categories for each period are: Manulife
Strategic Income Fund within the High Yield Fixed Income category: 1
year period, 4 stars & 410 funds, 3 year period, 4 stars & 239 funds &
5 year period, 4 stars & 110 funds.
2Manulife Strategic Balanced Yield Fund
The Star Ratings as of October 31, 2015 for the Funds shown and the
number of funds within their categories for each period are: Manulife
Strategic Balanced Yield Fund within the Global Neutral Balanced
category: 1 year period, 4 stars & 1,055 funds & 3 year period, 5 stars
& 696 funds.
For more information, please contact Manulife Customer Service at
1-888-588-7999 or visit manulifemutualfunds.ca.
About Morningstar
Morningstar Fixed Income Manager of the Year award is selected by the
Morningstar analysts' team and is based on the performance of the fund,
the quality of the manager, investment process and investment team.
The Morningstar Rating, commonly referred to as the Star Rating, relates
how a fund has performed on a risk-adjusted basis against its
Morningstar category peers and is subject to change every month. Funds
are ranked by their Morningstar Risk-Adjusted Return scores with the
top 10% of funds in a category receiving 5 stars, the top 22.5%
receiving 4 stars; a fund in the middle 35% receiving 3 stars; and a
fund in the bottom 22.5% receiving 2 stars. The Overall Star Rating for
a fund is a weighted combination of its 3, 5 and 10 year ratings.
Overall ratings are adjusted where a fund has less than 5 or 10 years
of history. Please refer to www.morningstar.ca for greater detail on the calculation of the Star Ratings. © 2015
Morningstar, Inc. All Rights Reserved. The information contained
herein: (1) is proprietary to Morningstar and/or its content providers;
(2) may not be copied or distributed; and (3) is not warranted to be
accurate, complete or timely. Neither Morningstar nor its content
providers are responsible for any damages or losses arising from any
use of this information. Past performance is no guarantee of future
results.
About Manulife Investments
Manulife Investments, a division of Manulife Asset Management Limited,
builds on 125 years of Manulife's wealth and investment management
expertise in managing assets for Canadian investors. As one of Canada's
leading integrated financial services providers, Manulife Investments
offers a variety of products and services including segregated fund
contracts, mutual funds, annuities and guaranteed interest contracts.
About Manulife Asset Management
Manulife Asset Management is the global asset management arm of
Manulife, providing comprehensive asset management solutions for
investors. This investment expertise extends across a broad range of
public and private asset classes, as well as asset allocation
solutions. As at September 30, 2015, assets under management for
Manulife Asset Management were approximately C$393 billion (US$294
billion).
Manulife Asset Management's public markets units have investment
expertise across a broad range of asset classes including public equity
and fixed income, and asset allocation strategies. Offices with full
investment capabilities are located in the United States, Canada, the
United Kingdom, Japan, Hong Kong, Singapore, Taiwan, Indonesia,
Thailand, Vietnam, Malaysia, and the Philippines. In addition, Manulife
Asset Management has a joint venture asset management business in
China, Manulife TEDA. The public markets units of Manulife Asset
Management also provide investment management services to affiliates'
retail clients through product offerings of Manulife and John Hancock.
John Hancock Asset Management and Declaration Management and Research
are units of Manulife Asset Management.
Additional information about Manulife Asset Management may be found at ManulifeAM.com.
About Manulife
Manulife Financial Corporation is a leading international financial
services group providing forward-thinking solutions to help people with
their big financial decisions. We operate as John Hancock in the United
States, and Manulife elsewhere. We provide financial advice, insurance
and wealth and asset management solutions for individuals, groups and
institutions. At the end of 2014, we had 28,000 employees, 58,000
agents, and thousands of distribution partners, serving 20 million
customers. At the end of September 2015, we had $888 billion (US$663
billion) in assets under management and administration, and in the
previous 12 months we made more than $23 billion in benefits, interest
and other payments to our customers. Our principal operations are in
Asia, Canada and the United States where we have served customers for
more than 100 years. With our global headquarters in Toronto, Canada,
we trade as 'MFC' on the Toronto, New York, and the Philippine stock
exchanges and under '945' in Hong Kong. Follow Manulife on Twitter @ManulifeNews or visit www.manulife.com or www.johnhancock.com.
SOURCE Manulife Financial Corporation