C$ unless otherwise
stated
TSX/NYSE/PSE: MFC SEHK: 945
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:
|
|
|
|
|
|
|
|
|
Segregated
funds*
|
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 Fundamental
Dividend GIF Select
|
1/31/2012
|
222
|
25.76
|
|
|
|
11.42
|
5/27/2019
|
Ideal Fidelity
Dividend Fund
|
1/31/2012
|
222
|
26.97
|
13.91
|
7.30
|
|
7.35
|
12/12/2012
|
Canadian Equity
Balanced Category
|
|
|
|
|
|
|
|
|
Manulife National
Bank Bundle GIF Select
|
1/31/2017
|
556
|
14.90
|
13.66
|
9.79
|
|
9.62
|
10/14/2016
|
Canadian Equity
Category
|
|
|
|
|
|
|
|
|
Manulife Fidelity
True North GIF Select
|
1/31/2012
|
511
|
22.22
|
15.76
|
8.73
|
9.01
|
7.98
|
10/5/2009
|
Manulife Canadian
Equity Private Segregated Pool
|
1/31/2015
|
511
|
25.89
|
18.22
|
10.79
|
|
9.48
|
10/6/2014
|
Canadian Fixed
Income Balanced Category
|
|
|
|
|
|
|
|
|
Manulife Simplicity
Moderate Portfolio GIF Select
|
1/31/2012
|
666
|
4.06
|
8.08
|
5.03
|
5.41
|
5.03
|
10/2/2009
|
Canadian Fixed
Income Category
|
|
|
|
|
|
|
|
|
Ideal Canadian
Unconstrained Bond Fund
|
1/31/2015
|
396
|
-2.16
|
3.48
|
1.71
|
|
1.67
|
5/17/2016
|
Canadian Focused
Equity Category
|
|
|
|
|
|
|
|
|
Manulife Dividend
Income Fund
|
1/31/2012
|
469
|
18.17
|
19.60
|
13.12
|
12.45
|
8.23
|
11/1/2005
|
Manulife Fundamental
Equity GIF Select
|
1/31/2012
|
469
|
27.07
|
19.62
|
12.54
|
10.32
|
9.18
|
10/5/2009
|
Manulife Dividend
Income GIF Select
|
1/31/2014
|
469
|
19.80
|
20.76
|
13.43
|
|
12.82
|
10/7/2013
|
Manulife Dividend
Income Plus GIF Select**
|
1/31/2014
|
469
|
20.73
|
19.11
|
|
|
10.93
|
6/22/2018
|
Manulife Dividend
Income Plus Private Segregated Pool**
|
1/31/2014
|
469
|
21.22
|
|
|
|
22.89
|
10/7/2019
|
Manulife Dividend
Income Private Segregated Pool
|
1/31/2015
|
469
|
20.15
|
21.06
|
13.74
|
|
12.05
|
10/6/2014
|
Canadian Neutral
Balanced Category
|
|
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|
|
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Manulife Canadian
Balanced GIF Select
|
1/31/2012
|
952
|
10.24
|
10.09
|
6.60
|
7.91
|
7.47
|
10/18/2010
|
Ideal CI Signature
Canadian Balanced Fund
|
1/31/2014
|
952
|
13.82
|
10.53
|
5.76
|
|
6.44
|
5/17/2016
|
European Equity
Category
|
|
|
|
|
|
|
|
|
Manulife Invesco
Europlus GIF Select
|
1/31/2012
|
63
|
7.35
|
13.79
|
8.76
|
10.94
|
9.42
|
10/2/2009
|
Global Fixed
Income Balanced Category
|
|
|
|
|
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|
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|
Manulife Balanced
Income Portfolio GIF Select
|
1/31/2012
|
251
|
8.47
|
9.59
|
6.08
|
6.08
|
6.08
|
10/2/2009
|
Manulife Yield
Opportunities GIF Select
|
1/31/2012
|
251
|
3.68
|
7.66
|
4.93
|
5.70
|
5.01
|
10/18/2010
|
Manulife Balanced
Income Private Segregated Pool
|
1/31/2015
|
251
|
3.97
|
7.91
|
5.23
|
|
4.62
|
10/6/2014
|
Global Fixed
Income Category
|
|
|
|
|
|
|
|
|
Manulife Global Fixed
Income Private Segregated Pool
|
1/31/2015
|
135
|
-1.06
|
4.29
|
2.60
|
|
3.23
|
10/6/2014
|
Global Neutral
Balanced Category
|
|
|
|
|
|
|
|
|
Manulife Global
Monthly High Income GIF Select
|
1/31/2014
|
855
|
13.48
|
16.83
|
13.01
|
|
8.45
|
10/7/2013
|
Manulife Global
Balanced GIF Select
|
1/31/2014
|
855
|
11.68
|
11.56
|
9.22
|
|
9.15
|
10/7/2013
|
Manulife U.S. Monthly
High Income GIF Select
|
1/31/2015
|
855
|
20.72
|
18.23
|
11.96
|
|
9.03
|
4/7/2014
|
Manulife Global
Balanced Private Segregated Pool
|
1/31/2015
|
855
|
12.00
|
11.86
|
9.49
|
|
9.16
|
10/6/2014
|
Manulife U.S.
Balanced Value Private Segregated Pool
|
1/31/2016
|
855
|
21.11
|
18.56
|
12.26
|
|
9.57
|
4/30/2015
|
Manulife Strategic
Dividend Bundle GIF Select
|
1/31/2016
|
855
|
11.18
|
13.82
|
8.69
|
|
8.59
|
8/24/2015
|
Global Small/Mid
Cap Equity Category
|
|
|
|
|
|
|
|
|
Manulife Global Small
Cap GIF Select
|
1/31/2012
|
94
|
3.5
|
13.24
|
10.83
|
15.26
|
13.90
|
10/5/2009
|
High Yield Fixed
Income category
|
|
|
|
|
|
|
|
|
Manulife U.S.
Unconstrained Bond GIF Select
|
1/31/2014
|
156
|
2.09
|
6.06
|
3.93
|
|
5.09
|
10/7/2013
|
Tactical Balanced
category
|
|
|
|
|
|
|
|
|
Ideal Tactical Income
Fund
|
1/31/2013
|
121
|
11.85
|
11.49
|
6.74
|
|
6.87
|
5/17/2016
|
U.S. Equity
Category
|
|
|
|
|
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|
Manulife U.S.
Dividend Income GIF Select **
|
1/31/2012
|
619
|
28.82
|
23.32
|
|
|
18.38
|
5/14/2018
|
Manulife U.S.
Dividend Income Private Segregated Pool **
|
1/31/2012
|
619
|
29.44
|
|
|
|
34.77
|
5/4/2020
|
Mutual
funds***
|
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
|
1/31/2013
|
244
|
17.10
|
14.02
|
9.00
|
|
7.72
|
3/21/2012
|
Canadian Equity
Category
|
|
|
|
|
|
|
|
|
Manulife Canadian
Equity Class
|
1/31/2019
|
379
|
26.34
|
17.93
|
|
|
13.40
|
05/26/2011
|
Canadian Focused
Equity Category
|
|
|
|
|
|
|
|
|
Manulife Dividend
Income fund
|
1/31/2013
|
362
|
20.38
|
21.34
|
13.98
|
|
13.56
|
3/21/2012
|
Manulife Fundamental
Equity Fund
|
1/31/2012
|
362
|
27.61
|
20.10
|
13.02
|
10.80
|
8.86
|
8/26/2003
|
Canadian Fixed
Income Balanced
|
|
|
|
|
|
|
|
|
Manulife Simplicity
Moderate Portfolio
|
1/31/2012
|
289
|
4.28
|
8.30
|
5.24
|
5.58
|
4.44
|
4/25/2005
|
Global Equity
Balanced Category
|
|
|
|
|
|
|
|
|
Manulife Global Small
Cap Balanced Fund
|
1/31/2012
|
722
|
2.32
|
10.88
|
8.87
|
12.01
|
11.37
|
8/18/2011
|
Global Fixed
Income Category
Manulife Global Fixed
Income Private Trust
|
1/31/2013
|
251
|
-0.68
|
4.70
|
3.00
|
|
3.94
|
12/14/2012
|
Global Fixed
Income Balanced Category
|
|
|
|
|
|
|
|
|
Manulife Yield
Opportunities Fund
|
1/31/2012
|
415
|
14.12
|
8.03
|
5.24
|
6.00
|
5.73
|
12/23/2009
|
Manulife Moderate
Portfolio
|
1/31/2018
|
415
|
4.40
|
8.02
|
|
|
4.54
|
5/5/2017
|
Manulife Balanced
Income Private Trust
|
1/31/2014
|
415
|
4.22
|
8.22
|
5.55
|
|
4.84
|
6/7/2013
|
Global Neutral
Balanced Category
|
|
|
|
|
|
|
|
|
Manulife Global
Balanced Fund
|
1/31/2014
|
893
|
11.99
|
11.87
|
9.53
|
|
9.48
|
8/1/2013
|
Manulife Global
Monthly High Income Fund
|
12/31/2021
|
893
|
13.62
|
16.90
|
13.13
|
9.47
|
9.27
|
8/18/2011
|
Manulife Strategic
Dividend Bundle
|
1/31/2016
|
893
|
11.50
|
14.14
|
9.01
|
|
8.43
|
8/5/2015
|
Manulife U.S.
Balanced Value Private Trust
|
1/31/2016
|
893
|
21.54
|
18.99
|
12.65
|
|
9.73
|
3/18/2015
|
Manulife U.S. Monthly
High Income Fund
|
1/31/2014
|
893
|
21.16
|
18.67
|
12.39
|
|
10.01
|
12/24/2013
|
|
|
|
|
|
|
|
|
|
* 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