Changes to certain fund names and risk ratings

What’s happening

We’re renewing our Simplified Prospectus for Manulife Mutual Funds and Manulife Private Investment Pools. The renewal includes fund name changes and risk rating changes as listed below.

We’re making these name changes:

Current Name

New Name

Manulife Value Balanced Fund

Manulife Global Monthly High Income Fund

Manulife Value Balanced Class

Manulife Global Monthly High Income Class

This Manulife Global Monthly High Income Fund name change affects the following segregated fund contracts:

Product

Current Name

New Name
MPIP Segregated Pools

Manulife Value Balanced Private Segregated Pool

Manulife Global Monthly High Income Private Segregated Pool
GIF Select

Manulife Value Balanced GIF Select

Manulife Global Monthly High Income GIF Select

Manulife RetirementPlus

Manulife RetirementPlus Value Balanced Manulife RetirementPlus Global Monthly High Income

We’re changing the risk rating for these mutual funds:

Fund

Current Rating New Rating

Manulife Strategic Investment Grade Global Bond Fund

Low to Medium

Low

Manulife Moderate Portfolio

Low to Medium

Low

Manulife U.S. All Cap Equity Fund

Medium

Medium to High

Manulife U.S. All Cap Equity Class

Medium

Medium to High

These risk rating changes affect the following segregated funds and contracts:

Product

Fund

Current Rating

New Rating

MPIP Segregated Pools

Manulife Moderate Private Segregated Portfolio

Low to Medium

Low

GIF Select

Manulife Strategic Investment Grade Global Bond GIF Select

Low to Medium

Low

Manulife Moderate Portfolio GIF Select

Low to Medium

Low

Manulife U.S. All Cap Equity GIF Select

Medium

Medium to High

GIF Select (original)

Manulife Strategic Investment Grade Global Bond GIF Select

Low to Medium

Low

Manulife Moderate Portfolio GIF Select

Low to Medium

Low

Manulife U.S. All Cap Equity GIF Select

Medium

Medium to High

Manulife Segregated Fund RESP

Manulife Moderate Portfolio Seg RESP

Low to Medium

Low

Manulife RetirementPlus

Manulife RetirementPlus Strategic Investment Grade Global Bond

Low to Medium

Low

Manulife RetirementPlus U.S. All Cap Equity

Medium

Medium to High

Ideal Segregated Funds Signature Series

Manulife Ideal Signature Select

Ideal Strategic Investment Grade Global Bond Fund

Low to Medium

Low

Ideal Segregated Funds

Portfolio RIF

Ideal Strategic Investment Grade Global Bond Fund

Low to Medium

Low

Ideal Segregated Funds Signature 2.0

Ideal U.S. All Cap Equity Fund

Medium

Medium to High

Why we’re making these changes

The Manulife Global Monthly High Income Fund and Class name changes better reflect the alignment and association of this fund relative to Manulife Monthly High Income Fund and Manulife U.S. Monthly High Income Fund. There will be no change to the investment process, philosophy, or objective.

We review our risk ratings annually to determine how our funds fit within the current spectrum of risk rating classifications defined by the Canadian Securities Administrators (CSA). These changes are a result of the firm’s review process and are not the result of any changes to the investment objectives, strategies, or portfolio management of the funds.

Effective date

The fund name changes are effective on or about August 3, 2021 for mutual funds, and September 13, 2021 for segregated fund contracts.

The risk rating changes are effective on or about August 3, 2021.

What you need to do

We will update the Fund Facts and Fund Profiles as of the effective dates above. Please discard any copies printed or ordered before then.

For more information

If you have questions, please contact your Wholesaler.