Proud recipient of two prestigious LSEG Lipper Fund Awards
Manulife Investments celebrates 2 LSEG Lipper Fund Awards for 2026.
Best Canadian Short Term Fixed Income Fund
Over 3 Years
Best US Equity Fund
Over 5 Years
This year, the LSEG Lipper Fund Awards introduced distinct Active and Passive universes, evolving its recognition framework to better reflect today’s investment landscape. Manulife Investments received Canada Active Awards, a proud testament to the talent and expertise of our portfolio management teams, and their unwavering commitment to active management and delivering strong risk-adjusted performance for our clients.
"Recognition from the LSEG Lipper Fund Awards is a testament to the expertise of our investment teams and the disciplined approach they bring to managing assets on behalf of our clients. We’re proud to see Manulife Smart Short-Term Bond ETF and Manulife U.S. Opportunities Fund recognized in their respective categories, reflecting our continued focus on delivering high-quality investment solutions that can help investors pursue their long-term financial goals."
—Kristie Feinberg, Head of Retail, Manulife Wealth & Asset Management
"What makes this recognition particularly meaningful is its focus on consistent, risk-adjusted returns over time. For advisors, that provides an important perspective when evaluating investment solutions and building portfolios designed to deliver for clients through a range of market environments."
—Jordy Chilcott, Head of Retail Intermediary Distribution, Manulife Investments
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
Canada Active Awards
Best Canadian Short Term Fixed Income Fund, Over 3 Years
Manulife Smart Short-Term Bond ETF (TERM) ★★★★
This fund is managed by the Manulife’s 10-person Systematic Fixed Income Team, part of our Multi-Asset Solutions Team, whose members bring more than 150 years of combined experience. The strategy seeks to address the limitations of passive fixed-income approaches by putting investors needs first. Its disciplined process seeks to identify attractive bond opportunities and carefully balancing risk and return to build a well-diversified portfolio.
| Performance | 1 year | 3 years | 5 years | Since inception |
|---|---|---|---|---|
TERM | 1.48% | 5.88% | 2.83% | 2.47% |
Canadian short term fixed income category | 1.21% | 4.56% | 2.24% | — |
Morningstar rating | — | ★★★★★ | ★★★★ | — |
| Percentage of peers beaten | 68% | 96% | 85% | — |
| # funds in category | 245 | 189 | 165 | — |
Best US Equity Fund, Over 5 Years
Manulife U.S. Opportunities Fund – Series F (MMF4643) ★★★★★
The fund follows a meticulous, high-conviction approach to stock selection, backed by the Manulife Capital Appreciation Team’s 17 investment professionals, who average 23 years of experience. They seek capital preservation and appreciation through a high-conviction U.S. equity portfolio built on fundamental research.
| Performance | 1 year |
3 years |
5 years | 10 years | Since inception |
|---|---|---|---|---|---|
MMF4643 |
28.82% | 27.46% | 17.57% | 16.11% | 8.33% |
US equity category |
13.58% | 19.92% | 12.00% | 12.76% | — |
Morningstar rating |
— | ★★★★★ | ★★★★★ | ★★★★★ | — |
| Percentage of peers beaten | 99% | 92% | 94% | 88% | — |
| # funds in category | 1,194 | 1,049 | 931 | 627 | — |
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Important disclosures
Important disclosures
About the Lipper Awards Methodology
LSEG Lipper Fund Awards, © 2026 LSEG. All rights reserved. Used under license.
The LSEG 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 LSEG 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 LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, their accuracy is not guaranteed by LSEG Lipper.
Manulife Smart Short-Term Bond ETF (TERM) was awarded the 2026 LSEG Lipper Fund Award in the Canadian Short Term Fixed Income category for the 3 year period out of a total of 48 funds and calculation periods are through the end of July 2026. The corresponding Lipper Leader ratings of the fund as of September 30, 2026 are as follows: N/A (1 year), 5 (3 years) [206 funds], 5 (5 years) [176 funds].
Manulife U.S. Opportunities Fund - series F was awarded the 2026 LSEG Lipper Fund Award in the US equity category for the 5 year period out of a total of 122 funds and calculation periods are through the end of July 2026. The corresponding Lipper Leader ratings of the fund as of September 30, 2026 are as follows: N/A (1 year), 5 (3 years) [1177 funds], 5 (5 years) [1048 funds], 5 (10 years) [722 funds].
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.
This document is provided as a general source of information and should not be considered personal, legal, accounting, tax or investment advice, or construed as an endorsement or recommendation of any entity or security discussed. Every effort has been made to ensure that the material contained in this document is accurate at the time of publication. Market conditions may change which may impact the information contained in this document. All charts and illustrations in this document are for illustrative purposes only. They are not intended to predict or project investment results. Individuals should seek the advice of professionals, as appropriate, regarding any particular investment. Investors should consult their professional advisors prior to implementing any changes to their investment strategies.
© 2026 Morningstar Research, 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.
Morningstar Ratings reflect performance as of September 30, 2026 and are subject to change monthly. The ratings are calculated from a fund’s 3, 5 and 10-year returns measured against 91-day Treasury bill and peer group returns. For each time period the top 10% of the funds in a category get five stars. The Overall Rating is a weighted combination of the 3, 5 and 10-year ratings. For greater detail see www.morningstar.ca.
Manulife Funds and Manulife Corporate Class are managed by Manulife Investment Management Limited. Manulife Investments is a trade name of Manulife Investment Management Limited. Manulife, Manulife & Design, Stylized M Design, and Manulife Investments are trademarks of The Manufacturers Life Insurance Company and are used by it and by its affiliates under license.
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