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Combined wins of 15 segregated funds,10 mutual funds and 2 ETFs
earn Manulife Investment Management honours for 11 consecutive
years
TORONTO, Jan. 27,
2023 /CNW/ - Manulife Investment Management was
recognized by Fundata Canada for its performance in 15 segregated
funds,10 mutual funds and 2 ETFs throughout the calendar year. With
27 funds earning FundGrade A+® Awards, Manulife Investment
Management has been recognized with awards for 11 consecutive
years, every year since the awards' debut in 2012.
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 honour because only around
6% of the investment fund products available in Canada have received a FundGrade A+®
rating.
"I would like to thank and congratulate the portfolio management
teams and our colleagues who have enabled us to be recognized
today," said Patricia Corcoran, Head
of National Sales, Manulife Investment Management, Canada. "Given the volatility and challenging
economic conditions of the past year, I'm particularly proud of our
team's achievements in receiving these FundGrade A+® ratings. We
are committed to providing Canadians with diverse investment
solutions that meet investor needs, and this recognition
demonstrates our success."
The following 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
|
2013-1-31
|
2022-12-31
|
222
|
-3.11
|
8.46
|
6.48
|
6.24
|
6.26
|
2012-12-12
|
Canadian Equity
category
|
|
|
|
|
|
|
|
|
|
Manulife Canadian
Equity Private Segregated Pool
|
2015-1-31
|
2022-12-31
|
513
|
-3.09
|
8.44
|
8.55
|
—
|
7.87
|
2014-10-6
|
Canadian Fixed
Income category
|
|
|
|
|
|
|
|
|
|
Manulife Ideal Canadian
Unconstrained Bond Fund
|
2015-1-31
|
2022-12-31
|
416
|
-13.26
|
-3.32
|
-1.38
|
—
|
-0.74
|
2016-5-17
|
Canadian Focused
Equity category
|
|
|
|
|
|
|
|
|
|
Manulife Fundamental
Equity GIF Select
|
2013-1-31
|
2022-12-31
|
456
|
-6.92
|
8.69
|
8.93
|
9.38
|
7.87
|
2009-10-5
|
Manulife Ideal Canadian
Equity Fund
|
2013-1-31
|
2022-12-31
|
456
|
-6.51
|
7.87
|
8.15
|
8.30
|
8.38
|
2012-12-12
|
Canadian Neutral
Balanced category
|
|
|
|
|
|
|
|
|
|
Manulife RetirementPlus
CI Canadian Balanced Fund
|
2014-1-31
|
2022-12-31
|
942
|
-10.41
|
2.97
|
2.23
|
—
|
3.71
|
2013-10-28
|
European Equity
category
|
|
|
|
|
|
|
|
|
|
Manulife Invesco
Europlus GIF Select
|
2013-1-31
|
2022-12-31
|
63
|
-29.78
|
-6.59
|
-1.21
|
5.14
|
5.82
|
2009-10-2
|
Global Equity
category
|
|
|
|
|
|
|
|
|
|
Manulife Global Equity
Private Segregated Pool
|
2015-1-31
|
2022-12-31
|
862
|
-12.15
|
4.94
|
7.28
|
—
|
9.20
|
2009-10-2
|
Global Fixed Income
Balanced category
|
|
|
|
|
|
|
|
|
|
Manulife Balanced
Income Portfolio GIF Select
|
2013-1-31
|
2022-12-31
|
270
|
-11.30
|
0.93
|
2.01
|
4.26
|
4.66
|
2009-10-2
|
Manulife Balanced
Income Private Segregated Pool
|
2015-1-31
|
2022-12-31
|
270
|
-12.66
|
-0.78
|
0.91
|
—
|
2.35
|
2014-10-6
|
Global Fixed Income
category
|
|
|
|
|
|
|
|
|
|
Manulife Global Fixed
Income Private Segregated Pool
|
2015-1-31
|
2022-12-31
|
139
|
-10.00
|
-1.65
|
-0.06
|
—
|
1.53
|
2014-10-6
|
Global Neutral
Balanced category
|
|
|
|
|
|
|
|
|
|
Manulife Global Monthly
High Income GIF Select**
|
2014-1-31
|
2022-12-31
|
899
|
-19.20
|
4.39
|
4.18
|
—
|
5.05
|
2013-10-7
|
Manulife Global Monthly
High Income Private Segregated Pool**
|
2014-1-31
|
2022-12-31
|
899
|
-19.02
|
—
|
—
|
—
|
-7.42
|
2021-5-25
|
Manulife U.S. Monthly
High Income GIF Select
|
2015-1-31
|
2022-12-31
|
899
|
-18.67
|
4.05
|
5.28
|
—
|
5.44
|
2014-4-7
|
Manulife U.S. Balanced
Value Private Segregated Pool
|
2016-1-31
|
2022-12-31
|
899
|
-18.36
|
4.39
|
5.61
|
—
|
5.45
|
2015-4-30
|
Tactical Balanced
category
|
|
|
|
|
|
|
|
|
|
Manulife Ideal Tactical
Income Fund
|
2013-1-31
|
2022-12-31
|
122
|
-6.34
|
4.54
|
4.19
|
—
|
4.76
|
2016-5-17
|
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
category
|
|
|
|
|
|
|
|
|
|
Manulife Canadian
Equity Private Pool
|
2013-01-31
|
2022-12-31
|
371
|
-2.74
|
8.81
|
8.97
|
8.88
|
9.05
|
2012-12-12
|
Canadian Equity
Balanced category
|
|
|
|
|
|
|
|
|
|
Manulife Fundamental
Balanced Class
|
2013-01-31
|
2022-12-31
|
254
|
-6.25
|
5.54
|
6.30
|
6.92
|
6.34
|
2012-3-21
|
Canadian Focused
Equity category
|
|
|
|
|
|
|
|
|
|
Manulife Fundamental
Equity Fund
|
2013-01-31
|
2022-12-31
|
365
|
-6.49
|
9.15
|
9.39
|
9.85
|
8.01
|
2003-8-26
|
Canadian Neutral
Balanced category
|
|
|
|
|
|
|
|
|
|
Manulife Canadian
Growth and Income Private Trust
|
2016-01-31
|
2022-12-31
|
218
|
-6.77
|
3.68
|
4.17
|
|
4.30
|
2015-8-5
|
Global Equity
category
|
|
|
|
|
|
|
|
|
|
Manulife Global Equity
Private Pool
|
2013-01-31
|
2022-12-31
|
1146
|
-11.82
|
5.42
|
7.97
|
11.36
|
11.29
|
2012-12-12
|
Global Fixed Income
Balanced category
|
|
|
|
|
|
|
|
|
|
Manulife Moderate
Portfolio
|
2018-01-31
|
2022-12-31
|
465
|
-10.58
|
0.23
|
1.63
|
|
1.69
|
2017-5-5
|
Global Neutral
Balanced category
|
|
|
|
|
|
|
|
|
|
Manulife U.S. Balanced
Value Private Trust
|
2016-01-31
|
2022-12-31
|
950
|
-18.07
|
4.77
|
5.99
|
|
5.70
|
2015-3-18
|
Manulife U.S. Monthly
High Income Fund
|
2014-01-31
|
2022-12-31
|
950
|
-18.33
|
4.45
|
5.69
|
|
6.43
|
2013-12-24
|
Manulife Strategic
Balanced Yield Fund
|
2013-01-31
|
2022-12-31
|
950
|
-10.12
|
2.13
|
2.83
|
7.11
|
7.09
|
2012-3-21
|
Manulife Global
Balanced Private Trust
|
2014-01-31
|
2022-12-31
|
950
|
-11.97
|
2.59
|
4.86
|
|
7.10
|
2013-10-10
|
ETFs****
|
FundGrade
start date
|
FundGrade
Calc date
|
Fund
count
|
1Y
return
|
3Y
return
|
5Y
return
|
Total
return
since
inception
|
Inception
date
|
Canadian Equity
category
|
|
|
|
|
|
|
|
|
Manulife Multifactor
Canadian Large Cap Index ETF (MCLC)
|
2018-01-31
|
2022-12-31
|
371
|
-0.09
|
8.48
|
6.89
|
7.01
|
2017-4-10
|
Canadian Small/Mid
Cap Equity category
|
|
|
|
|
|
|
|
|
Manulife Multifactor
Canadian SMID Cap Index ETF (MCSM)
|
2018-01-31
|
2022-12-31
|
126
|
-4.25
|
9.92
|
8.42
|
8.73
|
2017-11-27
|
* 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, 2022. 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, 2022.
**** Performance for the winning ETFs is for the period ending
December 31, 2022.
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, 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 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 19 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. 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 2021, we had more than 38,000 employees,
over 119,000 agents, and thousands of distribution partners,
serving over 33 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