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Combined wins of 29 segregated funds and 15 mutual funds place Manulife Investment Management at the forefront
TORONTO, Jan. 26, 2022 /CNW/ - Manulife Investment Management was recognized for 29 segregated funds and 15 mutual funds for their outstanding performance. The combination of these 44 awards places Manulife Investment Management at the forefront of the 2021 honourees.
The FundGrade A+® Award is given annually to investment funds and managers who show consistent, outstanding, risk-adjusted performance through the year, based on up to 10 years of history. Achieving a FundGrade A+® Rating is an honor because only 6% of the investment fund products available in Canada have received a FundGrade A+® rating, and the leader in terms of segregated funds A+ awards.
"I'm proud of our team's achievements and success in receiving 44 A+ awards. This significant recognition reinforces our commitment to providing Canadians with diverse investment solutions that meet investor needs," said Catherine Milum, Head of Wealth Sales, Manulife Investment Management, Canada. "I would like to thank and congratulate our portfolio management teams along with all of our colleagues who have gone above and beyond to contribute to this success."
The following mutual funds and segregated funds were awarded Fundata's FundGrade A+® rating:
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Segregated funds*
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FundGrade
Calc date
|
Fund
Count
|
1Y return
|
3Y return
|
5Y
return
|
10Y
return
|
Total
return
since
inception
|
Inception date
|
|
Canadian Dividend & Income Equity Category
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Manulife Fundamental Dividend GIF Select
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1/31/2012
|
222
|
25.76
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11.42
|
5/27/2019
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Ideal Fidelity Dividend Fund
|
1/31/2012
|
222
|
26.97
|
13.91
|
7.30
|
|
7.35
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12/12/2012
|
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Canadian Equity Balanced Category
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Manulife National Bank Bundle GIF Select
|
1/31/2017
|
556
|
14.90
|
13.66
|
9.79
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9.62
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10/14/2016
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Canadian Equity Category
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Manulife Fidelity True North GIF Select
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1/31/2012
|
511
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22.22
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15.76
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8.73
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9.01
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7.98
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10/5/2009
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Manulife Canadian Equity Private Segregated Pool
|
1/31/2015
|
511
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25.89
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18.22
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10.79
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9.48
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10/6/2014
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Canadian Fixed Income Balanced Category
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Manulife Simplicity Moderate Portfolio GIF Select
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1/31/2012
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666
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4.06
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8.08
|
5.03
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5.41
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5.03
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10/2/2009
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Canadian Fixed Income Category
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Ideal Canadian Unconstrained Bond Fund
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1/31/2015
|
396
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-2.16
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3.48
|
1.71
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1.67
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5/17/2016
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Canadian Focused Equity Category
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Manulife Dividend Income Fund
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1/31/2012
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469
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18.17
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19.60
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13.12
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12.45
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8.23
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11/1/2005
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Manulife Fundamental Equity GIF Select
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1/31/2012
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469
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27.07
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19.62
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12.54
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10.32
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9.18
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10/5/2009
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Manulife Dividend Income GIF Select
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1/31/2014
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469
|
19.80
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20.76
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13.43
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12.82
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10/7/2013
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Manulife Dividend Income Plus GIF Select**
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1/31/2014
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469
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20.73
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19.11
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10.93
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6/22/2018
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Manulife Dividend Income Plus Private Segregated Pool**
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1/31/2014
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469
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21.22
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22.89
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10/7/2019
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Manulife Dividend Income Private Segregated Pool
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1/31/2015
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469
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20.15
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21.06
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13.74
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12.05
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10/6/2014
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Canadian Neutral Balanced Category
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Manulife Canadian Balanced GIF Select
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1/31/2012
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952
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10.24
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10.09
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6.60
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7.91
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7.47
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10/18/2010
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Ideal CI Signature Canadian Balanced Fund
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1/31/2014
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952
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13.82
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10.53
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5.76
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6.44
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5/17/2016
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European Equity Category
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Manulife Invesco Europlus GIF Select
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1/31/2012
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63
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7.35
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13.79
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8.76
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10.94
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9.42
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10/2/2009
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Global Fixed Income Balanced Category
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Manulife Balanced Income Portfolio GIF Select
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1/31/2012
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251
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8.47
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9.59
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6.08
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6.08
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6.08
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10/2/2009
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Manulife Yield Opportunities GIF Select
|
1/31/2012
|
251
|
3.68
|
7.66
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4.93
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5.70
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5.01
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10/18/2010
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Manulife Balanced Income Private Segregated Pool
|
1/31/2015
|
251
|
3.97
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7.91
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5.23
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4.62
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10/6/2014
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Global Fixed Income Category
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Manulife Global Fixed Income Private Segregated Pool
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1/31/2015
|
135
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-1.06
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4.29
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2.60
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3.23
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10/6/2014
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Global Neutral Balanced Category
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Manulife Global Monthly High Income GIF Select
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1/31/2014
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855
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13.48
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16.83
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13.01
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8.45
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10/7/2013
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Manulife Global Balanced GIF Select
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1/31/2014
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855
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11.68
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11.56
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9.22
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9.15
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10/7/2013
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Manulife U.S. Monthly High Income GIF Select
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1/31/2015
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855
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20.72
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18.23
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11.96
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9.03
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4/7/2014
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Manulife Global Balanced Private Segregated Pool
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1/31/2015
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855
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12.00
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11.86
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9.49
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9.16
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10/6/2014
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Manulife U.S. Balanced Value Private Segregated Pool
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1/31/2016
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855
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21.11
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18.56
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12.26
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9.57
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4/30/2015
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Manulife Strategic Dividend Bundle GIF Select
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1/31/2016
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855
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11.18
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13.82
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8.69
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8.59
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8/24/2015
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Global Small/Mid Cap Equity Category
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Manulife Global Small Cap GIF Select
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1/31/2012
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94
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3.5
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13.24
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10.83
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15.26
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13.90
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10/5/2009
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High Yield Fixed Income category
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Manulife U.S. Unconstrained Bond GIF Select
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1/31/2014
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156
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2.09
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6.06
|
3.93
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5.09
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10/7/2013
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Tactical Balanced category
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Ideal Tactical Income Fund
|
1/31/2013
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121
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11.85
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11.49
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6.74
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6.87
|
5/17/2016
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U.S. Equity Category
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Manulife U.S. Dividend Income GIF Select **
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1/31/2012
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619
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28.82
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23.32
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18.38
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5/14/2018
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Manulife U.S. Dividend Income Private Segregated Pool **
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1/31/2012
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619
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29.44
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34.77
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5/4/2020
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Mutual funds***
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FundGrade
Calc date
|
Fund
Count
|
1Y return
|
3Y return
|
5Y return
|
10Y
return
|
Total
return
since
inception
|
Inception date
|
|
Canadian Equity Balanced category
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Manulife Fundamental Balanced Class
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1/31/2013
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244
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17.10
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14.02
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9.00
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7.72
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3/21/2012
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Canadian Equity Category
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Manulife Canadian Equity Class
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1/31/2019
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379
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26.34
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17.93
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13.40
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05/26/2011
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Canadian Focused Equity Category
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Manulife Dividend Income fund
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1/31/2013
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362
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20.38
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21.34
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13.98
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13.56
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3/21/2012
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Manulife Fundamental Equity Fund
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1/31/2012
|
362
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27.61
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20.10
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13.02
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10.80
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8.86
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8/26/2003
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Canadian Fixed Income Balanced
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Manulife Simplicity Moderate Portfolio
|
1/31/2012
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289
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4.28
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8.30
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5.24
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5.58
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4.44
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4/25/2005
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Global Equity Balanced Category
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Manulife Global Small Cap Balanced Fund
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1/31/2012
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722
|
2.32
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10.88
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8.87
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12.01
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11.37
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8/18/2011
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Global Fixed Income Category
Manulife Global Fixed Income Private Trust
|
1/31/2013
|
251
|
-0.68
|
4.70
|
3.00
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3.94
|
12/14/2012
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Global Fixed Income Balanced Category
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Manulife Yield Opportunities Fund
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1/31/2012
|
415
|
14.12
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8.03
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5.24
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6.00
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5.73
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12/23/2009
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Manulife Moderate Portfolio
|
1/31/2018
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415
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4.40
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8.02
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4.54
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5/5/2017
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Manulife Balanced Income Private Trust
|
1/31/2014
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415
|
4.22
|
8.22
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5.55
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4.84
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6/7/2013
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Global Neutral Balanced Category
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Manulife Global Balanced Fund
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1/31/2014
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893
|
11.99
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11.87
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9.53
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9.48
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8/1/2013
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Manulife Global Monthly High Income Fund
|
12/31/2021
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893
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13.62
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16.90
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13.13
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9.47
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9.27
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8/18/2011
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Manulife Strategic Dividend Bundle
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1/31/2016
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893
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11.50
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14.14
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9.01
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8.43
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8/5/2015
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Manulife U.S. Balanced Value Private Trust
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1/31/2016
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893
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21.54
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18.99
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12.65
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9.73
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3/18/2015
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Manulife U.S. Monthly High Income Fund
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1/31/2014
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893
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21.16
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18.67
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12.39
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10.01
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12/24/2013
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* Segregated fund performance shown for GIF Select and MPIP funds is for the front-end sales charge. For Ideal funds in Signature Select, the performance shown is for the no-load sales charge. Performance for the winning segregated funds is for the period ending December 31, 2021.
**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, 2021.
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 (formerly named Manulife Asset 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 and segregated fund investments. Please read the fund facts as well as the prospectus before investing in mutual funds 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 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 global brand for the global wealth and asset management segment of Manulife Financial Corporation. We draw on more than a century of financial stewardship and the full resources of our parent company to serve individuals, institutions, and retirement plan members worldwide. Headquartered in Toronto, our leading capabilities in public and private markets are strengthened by an investment footprint that spans 18 geographies. We complement these capabilities by providing access to a network of unaffiliated asset managers from around the world. We're committed to investing responsibly across our businesses. We develop innovative global frameworks for sustainable investing, collaboratively engage with companies in our securities portfolios, and maintain a high standard of stewardship where we own and operate assets, and we believe in supporting financial well-being through our workplace retirement plans. Today, plan sponsors around the world rely on our retirement plan administration and investment expertise to help their employees plan for, save for, and live a better retirement.
As of September 30, 2021, Manulife Investment Management's assets under management and administration, including assets managed for Manulife's other segments, totaled CAD $1.1 trillion (US $835 billion). 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 that helps 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 2020, we had more than 37,000 employees, over 118,000 agents, and thousands of distribution partners, serving over 30 million customers. As of September 30, 2021, we had CAD$1.4 trillion (US$1.1 trillion) in assets under management and administration, and in the previous 12 months we made CAD$31.6 billion in payments to our customers.
Our principal operations are in Asia and Canada, and the United States, where we have served customers for more than 155 years. 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
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