Proud recipient of 5 Lipper Awards

Manulife Investment Management wins 4 Lipper Fund Awards and 1 ETF Group Award in 2022.

“We are thrilled to be recognized at the Lipper Fund Awards for the tenth consecutive year. I’d like to congratulate the winning teams, Manulife Global Multi-Sector Fixed Income Team, Manulife Fundamental Equity Team, Manulife Essential Equity Team, and our subadvisor partner, Mawer Investment Management, for this prestigious honor. These awards are a testament to our best-in-class approach across differentiated strategies, culture of investment excellence, and our ability to remain resilient in a challenging market environment. We are proud of the work we do every day for our investors to help them reach their financial goals.”

- Leo Zerilli, Head of Manulife Investment Management, Canada


Winning Fund in Fixed Income Category

Manulife Strategic Income Fund ★★★★★

Global Fixed Income Category Series F, 10 Year Award among 26 funds.

Since its inception in 2007, the Manulife Strategic Income Fund has produced an annualized return of 5.00%. Currently, this fund has an overall 5-star rating from Morningstar1.

Managed by Manulife Global Multi-Sector Fixed Income Team

Series F – Performance as at October 31, 2022

 

YTD

1 year

3 years

5 years

10 years

15 years

Since Inception²

Manulife Strategic Income Fund

-11.63%

-11.23%

-1.75%

0.25%

3.13%

5.69%

5.00%

Category Avg Return³

-11.57%

-10.86%

-2.98%

-0.81%

0.88%

2.63%

-

Outperformance⁴

-0.06%

-0.37%

1.22%

1.07%

2.26%

3.06%

-

1 Performance as of October 31, 2022. Series F. Source of monthly fund performance provided by morningstar.ca. Past performance is not indicative of future results

2 Inception date: January 11, 2007. Returns in C$ as of October 31, 2022. Series F is generally designed for investors who have a fee-based or wrap account with their dealer. Series F performance is net of fees and expenses. Advisor Series is also available and includes a 0.50% trailing commission.

3 Category refers to Global Fixed Income category

4 Outperformance refers to the fund returns compared with Global Fixed Income category average returns.


Winning Funds in Balanced Category

Manulife Fundamental Balanced Class ★★★★★

Canadian Equity Balanced Category Series FT6, 5 Year Award among 45 funds.

Since its inception in 2012, the Manulife Fundamental Balanced Class has produced an annualized return of 8.45%. Currently, this fund has an overall 5-star rating from Morningstar1.

Managed by Manulife Fundamental Equity Team

Series FT6 – Performance as at October 31, 2022

 

YTD

1 year

3 years

5 years

10 years

Since Inception²

Manulife Fundamental Balanced Class

-6.48%

-3.76%

6.95%

7.53%

8.33%

8.45%

Category Avg Return³

-8.56%

-6.61%

4.69%

3.89%

5.94%

-

Outperformance⁴

2.08%

2.85%

2.25%

3.64%

2.38%

-

1 Performance as of October 31, 2022. Series FT6. Source of monthly fund performance provided by morningstar.ca. Past performance is not indicative of future results

2 Inception date: August 9, 2012. Returns in C$ as of October 31, 2022. Series FT6 securities of the Fund are not subject to sales charges. No trailing commission is paid in respect of the Series FT securities. Series F and Advisor Series are also available and Advisor Series includes a 1.00% trailing commission.

3 Category refers to Canadian Equity Balanced category

4 Outperformance refers to the fund returns compared with Canadian Equity Balanced category average returns.

Manulife U.S. Monthly High Income Fund ★★★★★

Global Neutral Balanced Category Series F, 5 Year Award among 157 funds.

Since its inception in 2013, the Manulife U.S. Monthly High Income Fund has produced a n annualized return of 7.50%. Currently, this fund has an overall 5-star rating from Morningstar1.

Managed by Manulife Essential Equity Team

Series F – Performance as at October 31, 2022

  YTD

1 year

3 years

5 years

Since Inception²

Manulife U.S. Monthly High Income Fund

-19.29%

-16.51%

5.74%

6.70%

7.50%

Category Avg Return³

-12.66%

-10.69%

1.56%

2.46%

-

Outperformance⁴

-6.63%

-5.82%

4.18%

4.24%

-

Performance as of October 31, 2022. Series F. Source of monthly fund performance provided by morningstar.ca. Past performance is not indicative of future results

2 Inception date: December 24, 2013. Returns in C$ as of October 31, 2022. Series F is generally designed for investors who have a fee-based or wrap account with their dealer. Series F performance is net of fees and expenses. Advisor Series is also available and includes a 1.00% trailing commission.

3 Category refers to Global Neutral Balanced category

4 Outperformance refers to the fund returns compared with Global Neutral Balanced category average returns.

Another 2022 Lipper Award winner

Manulife Canadian Balanced Fund1 managed by our subadvisor partner Mawer Investment Management Ltd., was awarded the 2022 Lipper Fund Award in the Canadian Neutral Balanced category out of a total of 45 funds for the 10-year period ending July 31, 2022. The fund provides diversification across all major asset classes. The equity selection process is based on Mawer's disciplined, fundamentally based bottom-up research process, which includes a strong focus on downside protection. Within fixed income, the fund will take a core position in Canadian government debt.

1 This Fund has been capped to all new purchases as of March 28, 2013.


ETFs

Best ETF Equity Group over three years

Each part of an investor’s portfolio should serve a purpose and add value to help investors reach their goals. Our active and multifactor ETFs are built to do just that – aim to add value over passively managed peers while delivering efficient access to a key asset class.

Manulife Strategic Income Fund - series F was awarded the 2022 Lipper Fund Award in the Global Fixed Income category for the 10 year period out of a total of 26 funds ending July 31, 2022. Performance for the fund for the period ended October 31, 2022 is -11.23% (1 year), -1.75% (3 years), 0.25% (5 years), 3.13% (10 years), 5.69% (15 years) and 5.00% (since inception on January 11, 2007). Performance for Global Fixed Income category for the same period is -10.86% (1 year), -2.98%% (3 years), and -0.81% (5 years), 0.88% (10 years), 2.63% (15 years). The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years) [533 funds], 4 (5 years) [375 funds], 5 (10 years) [149 funds].

Manulife Fundamental Balanced Class - series FT6 was awarded the 2022 Lipper Fund Award in the Canadian Equity Balanced category for the 5 year period out of a total of 45 funds ending July 31, 2022. Performance for the fund for the period ended October 31, 2022 is -3.76% (1 year), 6.95% (3 years), 7.53 % (5 years), 8.33% (10 years), and 8.45% (since inception on August 9, 2012). Performance for Global Neutral Balanced category for the same period is -6.61% (1 year), 4.69% (3 years), and 3.89% (5 years), 5.94% (10 years). The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 5 (3 years) [347 funds], 5 (5 years) [317 funds], 5 (10 years) [210 funds].

Manulife U.S. Monthly High Income Fund - series F was awarded the 2022 Lipper Fund Award in the Global Neutral Balanced category for the 5 year period out of a total of 157 funds ending July 31, 2022. Performance for the fund for the period ended October 31, 2022 is -16.51% (1 year), 5.74% (3 years), 6.70% (5 years) and 7.50% (since inception on December 24, 2013). Performance for Global Neutral Balanced category for the same period is -10.69% (1 year), 1.56% (3 years), and 2.46% (5 years). The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 5 (3 years) [1687 funds], 5 (5 years) [1422 funds].

Performance for Manulife Canadian Balanced Fund – series F ended October 31, 2022 is -9.85% (1 year), 3.19% (3 years), 3.92% (5 years), 7.37% (10 years) and 7.80% (since inception on August 19, 2010). Performance for Canadian Neutral Balanced category for the same period is -7.32% (1 year), 3.12% (3 years), 3.14% (5 years) and 4.99% (10 years). The corresponding Lipper Leader ratings for the fund for the same period are as follows: N/A (1year), 3 (3 years) [464 funds], 4 (5 years) [441 funds], 5 (10 years) [293 funds].

Manulife Multifactor Canadian Large Cap Index ETF (MCLC) was awarded the 2022 Refinitiv Lipper Fund Awards Canada ETF Group Award for Best Group Over Past Three Years, Equity. Performance for the fund for the period ended October 31, 2022 is as follows: 1.68% (1 year), 9.78% (3 years), 7.20% (5 years) and 7.18% (since inception in April 2017).

Manulife Multifactor Emerging Markets Index ETF (MEME.B) was awarded the 2022 Refinitiv Lipper Fund Awards Canada ETF Group Award for Best Group Over Past Three Years, Equity. Performance for the fund for the period ended October 31, 2022 is as follows: -19.64% (1 year), -2.31% (3 years) and -0.69% (since inception in December 2018).

Manulife Multifactor Developed International Index ETF (MINT) was awarded the 2022 Refinitiv Lipper Fund Awards Canada ETF Group Award for Best Group Over Past Three Years, Equity. Performance for the fund for the period ended October 31, 2022 is as follows: -6.72% (1 year), 4.24% (3 years), 3.69% (5 years) and 5.16% (since inception in April 2017).

Manulife Multifactor U.S. Large Cap Index ETF (MULC) was awarded the 2022 Refinitiv Lipper Fund Awards Canada ETF Group Award for Best Group Over Past Three Years, Equity. Performance for the fund for the period ended October 31, 2022 is as follows: -14.68% (1 year), 8.04% (3 years), 8.02% (5 years) and 8.94% (since inception in April 2017).

Refinitiv Lipper Fund Awards, ©2022 Refinitiv. All rights reserved. Used under license.

The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification per award universe wins the Refinitiv Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see lipperfundawards.com Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper. The Lipper Awards and Lipper Leader ratings being referenced are calculated based on comparisons of performance of investment funds within a specified category established by the CIFSC.

The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper. Asset class group awards are given to the best large and small groups separately. Large fund family groups with at least five equity, five bond or three mixed-asset portfolios in the respective asset classes are eligible for a group award. Small fund family groups will need to have at least three distinct portfolios in one of the asset classes – equity, bond or mixed-asset. The lowest average decile rank of the three years’ Consistent Return measure of the eligible funds per asset class and group will determine the asset class group award winner over the three-year period. In cases of identical results, the lower average percentile rank will determine the winner. For more information, see lipperfundawards.com.

The merit of the winners is based on objective, quantitative criteria. The influential and prestigious Refinitiv Lipper Fund Awards are based on our Lipper Leaders Rating for Consistent Return. Individual classifications of three, five and 10-year periods, as well as fund families with high average scores for the three-year period, are also recognized. The awards are based on Refinitiv Lipper’s proven proprietary methodology, which can be viewed here.

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.  Calculations are based on the funds in each Morningstar Category to better measure fund manager skill. 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, a fund in the next 22.5% receiving 2 stars and a fund in the bottom 10% receiving 1 star. The Star Ratings as of October 31, 2022 for the Fund shown, and the number of funds within their category for each period are as follows: Manulife Strategic Income Fund, Series F within the Global Fixed Income Category N/A (1 year), 4 (3 years) [409 funds], 4 (5 years) [292 funds], 5 (10 years) [99 funds]. Manulife Fundamental Balanced Class, Series FT6 within the Canadian Equity Balanced category N/A (1 year), 5 (3 years) [334 funds], 5 (5 years) [306 funds], 5 (10 years) [204 funds]. Manulife U.S. Monthly High Income Fund, Series F within the Global Neutral Balanced Category N/A (1 year), 5 (3 years) [1320 funds], 5 (5 years) [1080 funds]. Manulife Canadian Balanced Fund, Series F within the Canadian Neutral Balanced Category N/A (1 year), 3 (3 years) [359 funds], 4 (5 years) [336 funds], 5 (10 years) [210 funds].

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. © 2022 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (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.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund and exchange-traded fund (ETF) investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compound total returns net of fees and expenses payable by the fund (except for figures of one year or less, which are simple total returns) including changes in security 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. You will usually pay brokerage fees to your dealer if you purchase or sell units of an ETF on recognized Canadian exchanges. If the units are purchased or sold on these Canadian exchanges, investors may pay more than the current net asset value when buying units of the ETF and may receive less than the current net asset value when selling them.

Manulife Funds and Manulife Corporate Class are managed by Manulife Investment Management Limited (formerly named Manulife Asset Management Limited).  Manulife Investment Management is a trade name of Manulife Investment Management Limited. 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.  From Lipper Fund Awards from Refinitiv, ©2022 Refinitiv. All rights reserved. Used under license. Used by permission and protected by the Copyright laws of the United States. The printing, copy, distribution or retransmission of this Content without written permission is prohibited.