Proud recipient of five Lipper Awards
Manulife Investment Management received three Lipper mutual fund awards, one ETF award, and an ETF group award in 2024.
Press ReleaseBest Canadian Focused Equity Fund
(over 10 years)
Best Canadian Equity Balanced Fund
(over 10 years)
Best Tactical Balanced Fund
(over 3 years)
Best International Equity ETF
(over 5 years)
Best ETF Group Award
Bond Class (over 3 years)
“We are pleased to receive this recognition from LSEG Lipper Fund Awards for funds that have demonstrated consistently strong risk-adjusted returns compared with peers. We are appreciative of the expertise of the teams and congratulate them on this accomplishment and testament to their skill and investment philosophies. These awards showcase the work they are doing every day to help build resilient investor portfolios.”
—Leo Zerilli, Head of Manulife Investment Management, Canada
“We believe long-term performance is the cornerstone of a robust portfolio. Amid the uncertainties of today's market, we are excited to share these funds that have consistently outperformed in these categories. We’re excited for our Portfolio Management teams for this recognition and for our unitholders for these awards.”
—Jordy Chilcott, Head of retail intermediary distribution, Manulife Investment Management, Canada
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.
Mutual fund awards
Best Canadian Focused Equity Fund, over 10 years
Manulife Fundamental Equity Fund–Series FT6
Learn morePerformance
1 year |
3 years |
5 years |
10 years | Since inception |
|
|---|---|---|---|---|---|
Manulife Fundamental Equity Fund—Series FT6 (MMF1903) |
10.01% | 11.34% | 17.08% | 11.26% | 12.31% |
Canadian focused equity category |
10.09% | 7.58% | 15.36% | 7.86% | — |
Morningstar rating |
— | ★★★★★ | ★★★★ | ★★★★★ | — |
| Percentage of peers beaten | 50% | 91% | 77% | 91% | — |
| # funds in category | 488 | 475 | 459 | 323 | — |
Best Canadian Equity Balanced Fund, over 10 years
Manulife Fundamental Balanced Class–Series FT6
Learn morePerformance
1 year |
3 years |
5 years |
10 years | Since inception |
|
|---|---|---|---|---|---|
Manulife Fundamental Balanced Class—Series FT6 (MMF1214) |
10.14% | 8.93% | 12.39% | 8.36% | 9.37% |
Canadian equity balanced category |
9.67% | 5.58% | 10.98% | 5.69% | — |
Morningstar rating |
— | ★★★★★ | ★★★★ | ★★★★★ | — |
| Percentage of peers beaten | 57% | 97% | 81% | 95% | — |
| # funds in category | 340 | 338 | 305 | 224 | — |
Best Tactical Balanced Fund, over 3 years
Manulife Tactical Income Fund–Series F
Learn morePerformance
1 year |
3 years |
5 years |
10 years |
Since inception | |
|---|---|---|---|---|---|
Manulife Tactical Income Fund—Series F (MMF3652) |
10.89% | 9.33% | 11.38% | 7.30% | 7.40% |
Tactical balanced category |
7..85% | 4.28% | 6.44% | 3.76% |
— |
Morningstar rating |
— | ★★★★★ | ★★★★★ | ★★★★★ |
— |
| Percentage of peers beaten | 84% | 98% | 94% | 96% | — |
| # funds in category | 291 | 288 | 265 | 140 | — |
ETF awards
Best International Equity ETF, over 5 years
Manulife Multifactor Developed International Index ETF—Hedged Units
Learn morePerformance
1 year |
3 years |
5 years |
Since inception |
|
|---|---|---|---|---|
Manulife Multifactor Developed International Index ETF—Hedged Units (MINT) |
5.56% | 10.68% | 14.85% | 8.02% |
International equity category |
9.39% | 9.37% | 10.89% | — |
Morningstar rating |
— | ★★★★ | ★★★★★ | — |
| Percentage of peers beaten | 25% | 66% | 94% | — |
| # funds in category | 650 | 597 | 545 | — |
Best ETF Group Award, Bond Class, over 3 years
The ETF group award was based on risk-adjusted performance over 3 years for the following Manulife ETFs:
Important disclosure
About the Lipper Awards Methodology
LSEG Lipper Fund Awards, © 2025 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 an objective, quantitative, 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 Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the awards, their accuracy is not guaranteed.
Manulife Fundamental Equity Fund - series FT6 was awarded the 2024 LSEG Lipper Fund Award in the Canadian focused equity category for the 10 year period and calculation periods are through the end of July 2024. The corresponding Lipper Leader ratings of the fund as of March 31, 2025, are as follows: N/A (1 year), 5 (3 years) [537 funds], 4 (5 years) [512 funds], 5 (10 years) [372 funds].
Manulife Fundamental Balanced Class - series FT6 was awarded the 2024 LSEG Lipper Fund Award in the Canadian equity balanced category for the 10 year period and calculation periods are through the end of July 2024. The corresponding Lipper Leader ratings of the fund as of March 31, 2025, are as follows: N/A (1 year), 5 (3 years) [324 funds], 5 (5 years) [292 funds], 5 (10 years) [214 funds].
Manulife Tactical Income Fund - series F was awarded the 2024 LSEG Lipper Fund Award in the tactical balanced category for the 3 year period and calculation periods are through the end of July 2024. The corresponding Lipper Leader ratings of the fund as of March 31, 2025, are as follows: N/A (1 year), 5 (3 years) [310 funds], 5 (5 years) [291 funds], 5 (10 years) [170 funds].
Manulife Multifactor Developed International Index ETF - Hedged Units (MINT) was awarded the 2024 LSEG Lipper ETF Award in the international equity category for the 5 year period and calculation periods are through the end of July 2024. The corresponding Lipper Leader ratings of the fund as of March 31, 2025, are as follows: N/A (1 year), 4 (3 years) [679 funds], 5 (5 years) [611 funds].
Manulife Smart Core Bond ETF (BSKT) was awarded the 2024 LSEG Lipper Fund Awards Canada ETF Group Award for Best Group Over Past Three Years, Bond. Performance for the fund for the period ended March 31, 2025, is as follows: 7.87% (1 year), 3.10% (3 years), and 0.15% (since inception in November 20, 2020).
Manulife Smart Short-Term Bond ETF (TERM) was awarded the 2024 LSEG Lipper Fund Awards Canada ETF Group Award for Best Group Over Past Three Years, Bond. Performance for the fund for the period ended March 31, 2025, is as follows: 7.90% (1 year), 4.77% (3 years), and 2.41% (since inception in November 20, 2020).
Manulife Smart Corporate Bond ETF (CBND) was awarded the 2024 LSEG Lipper Fund Awards Canada ETF Group Award for Best Group Over Past Three Years, Bond. Performance for the fund for the period ended March 31, 2025, is as follows: 8.62% (1 year), 4.62% (3 years), and 1.67% (since inception in November 20, 2020).
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. 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.
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