TORONTO, Feb. 7, 2025
/CNW/ - Manulife Investment Management, a company of Manulife
Wealth & Asset Management, announced today that Fundata Canada
has recognized 34 of its funds, including 23 segregated funds, 7
mutual funds and 4 ETFs for earning FundGrade A+® Ratings. Manulife
Investment Management has received recognition from Fundata Canada
for 13 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 to10 years of history. Achieving a
FundGrade A+® Rating is a distinction for these funds as the honour
is considered objective and independent based on Fundata's criteria
and ratings system.
"We are excited to share this accolade for a combined total of
34 Manulife Investment Management funds which we feel will help
investors build more resilient portfolios as a result of consistent
performance over the long-term," said Jordy
Chilcott, Head of Retail Intermediary Distribution, Manulife
Investment Management, Canada. "As
a result of the strong convictions and expertise of the investment
and product teams that helped to achieve the recognition for these
funds, we are grateful to them for their work and we are thrilled
to be recognized again by Fundata. We will continue to bring
diverse investment options to our clients across asset classes to
help people invest for their future savings goals."
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 Smart Dividend
ETF GIF Select**
|
12/31/2021
|
12/31/2024
|
30
|
13.15
|
5.76
|
—
|
—
|
5.22
|
9/13/2021
|
Manulife Smart Dividend
ETF Private Segregated
Pools**
|
12/31/2021
|
12/31/2024
|
30
|
13.57
|
6.09
|
—
|
—
|
5.55
|
9/13/2021
|
Canadian Equity
category
|
|
|
|
|
|
|
|
|
|
Manulife Canadian
Equity Private Segregated Pool
|
12/31/2014
|
12/31/2024
|
64
|
15.75
|
7.74
|
10.47
|
8.73
|
8.96
|
10/6/2014
|
Canadian Focused
Equity category
|
|
|
|
|
|
|
|
|
|
Manulife Fundamental
Equity GIF
|
12/31/2014
|
12/31/2024
|
67
|
17.84
|
7.77
|
11.32
|
9.09
|
7.4
|
1/26/2004
|
Manulife Ideal Canadian
Equity Fund
|
12/31/2014
|
12/31/2024
|
67
|
17.37
|
6.98
|
10.45
|
8.06
|
9.36
|
12/12/2012
|
Manulife RetirementPlus
Fundamental Equity
|
12/31/2014
|
12/31/2024
|
64
|
18.11
|
8.03
|
11.59
|
9.36
|
9.88
|
10/28/2013
|
Global Equity
category
|
|
|
|
|
|
|
|
|
|
Manulife Climate Action
GIF Select**
|
12/31/2021
|
12/31/2024
|
148
|
24.14
|
7.28
|
—
|
—
|
10.82
|
5/25/2021
|
Manulife Climate Action
Private Segregated Pool**
|
12/31/2021
|
12/31/2024
|
148
|
24.78
|
7.81
|
—
|
—
|
11.35
|
5/25/2021
|
Manulife Global Equity
Private Segregated Pool
|
12/31/2014
|
12/31/2024
|
148
|
9.34
|
3.61
|
7.91
|
9.17
|
9.84
|
10/6/2014
|
Canadian Equity
Balanced category
|
|
|
|
|
|
|
|
|
|
Manulife Fundamental
Balanced Class GIF Select**
|
12/31/2020
|
12/31/2024
|
81
|
13.78
|
5.94
|
—
|
—
|
9.4
|
5/4/2020
|
Manulife Fundamental
Balanced Class Private
Segregated Pool**
|
12/31/2020
|
12/31/2024
|
81
|
14.07
|
—
|
—
|
—
|
12.43
|
2/21/2023
|
Canadian Fixed
Income Balanced category
|
|
|
|
|
|
|
|
|
|
Manulife Simplicity
Moderate Portfolio GIF
|
12/31/2014
|
12/31/2024
|
66
|
8.75
|
1.24
|
3.11
|
3.32
|
3.29
|
12/26/2000
|
Global Fixed Income
Balanced category
|
|
|
|
|
|
|
|
|
|
Manulife Balanced
Income Portfolio GIF Select
|
12/31/2014
|
12/31/2024
|
58
|
10.56
|
1.94
|
4.19
|
4.42
|
5.26
|
10/2/2009
|
Manulife Moderate
Portfolio GIF Select**
|
12/31/2017
|
12/31/2024
|
58
|
9.13
|
1.53
|
3.22
|
—
|
3.16
|
5/19/2017
|
Manulife Moderate
Private Segregated Portfolio**
|
12/31/2017
|
12/31/2024
|
58
|
9.47
|
1.86
|
3.55
|
—
|
4.52
|
11/29/2018
|
Manulife Canadian
Growth & Income Private
Segregated Pool
|
12/31/2015
|
12/31/2024
|
81
|
12.06
|
4.44
|
6.29
|
—
|
6.05
|
8/24/2015
|
Manulife Ideal Balanced
Fund
|
12/31/2014
|
12/31/2024
|
102
|
12.92
|
4.53
|
6.72
|
5.13
|
3.41
|
10/10/2000
|
Manulife Ideal Core
Plus Bond Fund
|
12/31/2014
|
12/31/2024
|
63
|
3.37
|
-1.69
|
-0.2
|
—
|
0.49
|
5/17/2016
|
Manulife Monthly High
Income GIF
|
12/31/2014
|
12/31/2024
|
102
|
17.99
|
4.24
|
6.35
|
5.31
|
7.6
|
12/26/2000
|
Canadian Neutral
Balanced category
|
|
|
|
|
|
|
|
|
|
Manulife Canadian
Balanced Private Segregated Pool
|
12/31/2014
|
12/31/2024
|
102
|
18.15
|
4.41
|
6.42
|
5.34
|
5.64
|
10/6/2014
|
Global Neutral
Balanced category
|
|
|
|
|
|
|
|
|
|
Manulife Strategic
Balanced Yield GIF
|
12/31/2014
|
12/31/2024
|
152
|
12.23
|
3.09
|
4.76
|
5.96
|
6.02
|
9/19/2014
|
Manulife U.S. Balanced
Private Segregated Pool
|
12/31/2014
|
12/31/2024
|
152
|
11.59
|
4.46
|
6.09
|
6.12
|
6.62
|
10/6/2014
|
Manulife Global
Balanced Private Segregated Pool
|
12/31/2014
|
12/31/2024
|
152
|
7.22
|
1.67
|
5.08
|
6.49
|
6.91
|
10/6/2014
|
Manulife Global Monthly
High Income GIF Select**
|
12/31/2014
|
12/31/2024
|
102
|
18.58
|
3.48
|
9.3
|
7.42
|
7.1
|
10/7/2013
|
Manulife Global Monthly
High Income Private
Segregated Pool**
|
12/31/2014
|
12/31/2024
|
102
|
18.87
|
3.71
|
—
|
—
|
5.62
|
5/25/2021
|
Manulife Global
Strategic Balanced Yield GIF Select
|
12/31/2014
|
12/31/2024
|
152
|
12.23
|
3.09
|
4.76
|
5.96
|
6.02
|
9/19/2014
|
Multi-Sector Fixed
Income category
|
|
|
|
|
|
|
|
|
|
Manulife Corporate
Fixed Income Private Segregated
Pool
|
12/31/2014
|
12/31/2024
|
13
|
7.52
|
1.68
|
2.49
|
2.95
|
2.83
|
10/6/2014
|
Tactical Balanced
category
|
|
|
|
|
|
|
|
|
|
Manulife Ideal Tactical
Income Fund
|
12/31/2014
|
12/31/2024
|
21
|
14.26
|
6.06
|
7.79
|
—
|
6.59
|
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
|
12/31/2014
|
12/31/2024
|
52
|
14.42
|
6.39
|
8.59
|
7.22
|
7.41
|
3/22/2012
|
Canadian Equity
category
|
|
|
|
|
|
|
|
|
|
Manulife Canadian
Equity Private Pool
|
12/31/2014
|
12/31/2024
|
158
|
16.19
|
8.14
|
10.86
|
9.12
|
9.86
|
12/14/2012
|
Canadian Focused
Equity category
|
|
|
|
|
|
|
|
|
|
Manulife Fundamental
Equity Fund
|
12/31/2014
|
12/31/2024
|
70
|
19.00
|
8.81
|
12.37
|
10.12
|
8.86
|
8/26/2003
|
Tactical Balanced
category
|
|
|
|
|
|
|
|
|
|
Manulife Tactical
Income Fund
|
12/31/2014
|
12/31/2024
|
56
|
14.51
|
6.30
|
8.03
|
6.10
|
4.65
|
7/6/2007
|
Canadian Neutral
Balanced
|
|
|
|
|
|
|
|
|
|
Manulife Canadian
Growth and Income Private Trust
|
12/31/2015
|
12/31/2024
|
55
|
12.35
|
4.70
|
6.53
|
—
|
5.68
|
8/10/2015
|
Manulife Canadian
Balanced Private Pool
|
12/31/2014
|
12/31/2024
|
55
|
18.51
|
4.71
|
6.71
|
5.64
|
7.30
|
12/14/2012
|
Global Neutral
Balanced
|
|
|
|
|
|
|
|
|
|
Manulife Global Monthly
High Income Fund
|
12/31/2014
|
12/31/2024
|
224
|
18.90
|
3.72
|
9.49
|
7.58
|
8.01
|
8/19/2011
|
|
|
|
|
|
|
|
|
|
|
ETFs****
|
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 Multifactor
Canadian Large Cap Index ETF (MCLC)
|
12/31/2017
|
12/31/2024
|
158
|
21.35
|
10.57
|
11.55
|
—
|
9.52
|
4/17/2017
|
Canadian Fixed
Income category
|
|
|
|
|
|
|
|
|
|
Manulife Smart Core
Bond ETF (BSKT)
|
12/31/2020
|
12/31/2024
|
137
|
4.74
|
0
|
—
|
—
|
-0.34
|
11/25/2020
|
Canadian Corporate
Fixed Income category
|
|
|
|
|
|
|
|
|
|
Manulife Smart
Corporate Bond ETF (CBND)
|
12/31/2020
|
12/31/2024
|
36
|
7.12
|
1.68
|
—
|
—
|
1.38
|
11/25/2020
|
Canadian Short Term
Fixed Income
|
|
|
|
|
|
|
|
|
|
Manulife Smart
Short-Term Bond ETF (TERM)
|
12/31/2020
|
12/31/2024
|
86
|
7.37
|
3.06
|
—
|
—
|
2.19
|
11/25/2020
|
*Segregated fund performance shown for Manulife GIF Select
InvestmentPlus, MPIP Segregated Pools, Manulife Guaranteed
Investment Funds (GIF) 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, 2024. The Manulife RetirementPlus
and Manulife Ideal segregated fund contracts are no longer open to
new deposits effective October 2022.
Refer to the price and performance tool to learn more
about the underlying funds available in active contracts.
** 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, 2024.
**** Performance for the winning ETFs is for the period ending
December 31, 2024.
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
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 Wealth
& Asset Management, we offer global investment, financial
advice, and retirement plan services to individuals, institutions,
and retirement plan members worldwide. At the end of 2023, we had
more than 38,000 employees, over 98,000 agents, and thousands of
distribution partners, serving over 35 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.
About Manulife Wealth & Asset Management
As part of Manulife Financial Corporation, Manulife Wealth &
Asset Management provides global investment, financial advice, and
retirement plan services to 19 million individuals, institutions,
and retirement plan members worldwide. Our mission is to make
decisions easier and lives better by empowering people today to
invest for a better tomorrow. As a committed partner to our clients
and as a responsible steward of investor capital, we offer a
heritage of risk management, deep expertise across public and
private markets, and comprehensive retirement plan services. We
seek to provide better investment and impact outcomes and to help
people confidently save and invest for a more secure financial
future. Not all offerings are available in all jurisdictions. For
additional information, please visit manulifeim.com.
Media Contact
Elizabeth
Bartlett
Manulife
857 210 2286
ELIZABETH_BARTLETT@manulife.com
SOURCE Manulife Investment Management