Award-winning performance: Manulife Investment Management among top honourees from Fundata Canada

Combined wins of 28 segregated funds and 16 mutual funds place Manulife Investment Management at the forefront

Toronto – Manulife Investment Management was recognized for 28 segregated funds and 16 mutual funds for their outstanding performance. The combination of these 44 awards places Manulife Investment Management at the forefront of the 2020 honourees.

The 2020 FundGrade A+® Awards selects funds that displayed the best risk-adjusted returns and maintained an excellent performance rating throughout a calendar year. Achieving a FundGrade A+® Rating is an honor because only 6% of the investment fund products available in Canada have received a FundGrade A+® rating.

“Congratulations to our Portfolio Management teams and all of our colleagues who contributed to this outstanding success,” says Leo Zerilli, Head of Wealth and Asset Management, Canada, Manulife Investment Management. “To receive top honours exemplifies the strength of our funds and our commitment to deliver solutions that offer Canadians choice while also meeting their needs.”

The following mutual funds and segregated funds were awarded Fundata's FundGrade A+® rating:

Segregated funds*

Featuring funds available in GIF Select InvestmentPlus and/or MPIP Segregated Pools.

Segregated funds*

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 Ideal Fundamental Dividend Fund

1/31/2011

192

7.11

4.99

   

5.76

5/17/2016

Canadian Equity Balanced category

Manulife National Bank Bundle GIF Select

1/31/2017

492

11.22

7.07

   

7.71

10/14/2016

Canadian Equity category

Manulife Canadian Equity Private Segregated Pool

1/31/2015

408

13.18

8.96

9.66

 

7.37

10/6/2014

Manulife Fidelity True North GIF Select

1/31/2011

408

15.5

8.03

7.29

5.62

6.93

10/5/2009

Canadian Fixed Income Balanced category

Manulife Simplicity Moderate Portfolio GIF Select

1/31/2011

610

8.29

4.69

5.36

4.43

4.93

10/2/2009

Canadian Fixed Income category

Manulife PensionBuilder Guaranteed Income Fund

1/31/2014

349

-4.02

3.25

2.14

 

3.29

10/28/2013

Manulife RetirementPlus Guaranteed Income Fund

1/31/2014

349

-0.06

3.62

1.93

 

2.32

10/28/2013

Canadian Focused Equity category

Manulife Dividend Income GIF Select

1/31/2014

426

22.3

12.05

12.52

 

11.51

10/7/2013

Manulife Fundamental Equity GIF Select

1/31/2011

426

14.07

9.02

9.69

6.5

7.59

10/5/2009

Manulife Dividend Income Plus GIF Select**

1/31/2014

426

28.11

     

7.33

6/22/2018

Manulife Dividend Income Plus Private Segregated Pool

1/31/2014

426

28.66

     

22.33

10/7/2019

Canadian Neutral Balanced category

Manulife Canadian Balanced GIF Select

1/31/2011

876

7.52

5.27

5.87

6.77

7.04

10/18/2010

Manulife Monthly High Income GIF Select

1/31/2011

876

6.96

4.12

5.27

6.13

6.62

10/2/2009

European Equity category

Manulife Invesco Europlus GIF Select

1/31/2011

55

14.89

7.51

7.7

10.24

9.59

10/2/2009

Global Equity category

Manulife Global Equity Class GIF Select

1/31/2014

686

11.81

8.62

9.66

 

11.24

10/7/2013

Manulife Global Equity Private Segregated Pool

1/31/2015

686

12.82

9.3

10.17

 

10.97

10/6/2014

Global Fixed Income Balanced category

Manulife Balanced Income Private Segregated Pool

1/31/2015

209

7.82

5.15

6.92

 

4.68

10/6/2014

Manulife Conservative Portfolio GIF Select

1/31/2018

209

3.15

3.71

   

3.01

5/19/2017

Manulife Conservative Private Segregated Portfolio**

1/31/2018

209

3.3

     

5.79

11/29/2018

Manulife Yield Opportunities GIF Select

1/31/2011

209

7.57

4.82

6.83

4.99

5.1

10/18/2010

Global Fixed Income category

Manulife Global Fixed Income Private Segregated Pool

1/31/2015

92

3.99

3.43

3.11

 

3.64

10/6/2014

Manulife Strategic Income GIF Select

1/31/2011

92

3.26

2.92

2.74

4.07

4.58

10/5/2009

Global Neutral Balanced category

Manulife Ideal Global Balanced Fund

1/31/2017

757

8.06

6.12

   

6.69

5/17/2016

Manulife Ideal U.S. Monthly High Income Fund

1/31/2017

757

14.58

8.34

   

7.48

5/17/2016

Manulife Strategic Dividend Bundle GIF Select

1/31/2016

757

16.08

8.22

8.39

 

7.77

8/24/2015

Manulife U.S. Balanced Value Private Segregated Pool

1/31/2016

757

15.63

9.37

8.96

 

7.09

4/30/2015

Manulife Value Balanced GIF Select

1/31/2014

757

26.66

9.6

11.42

 

7.74

10/7/2013

Global Small/Mid Cap Equity category

Manulife Global Small Cap GIF Select

1/31/2011

88

22.05

10

11.52

14.69

14.6

10/5/2009

High Yield Fixed Income category

Manulife U.S. Unconstrained Bond GIF Select

1/31/2014

125

4.81

3.82

7.06

 

5.3

10/7/2013

Tactical Balanced category

Manulife Ideal Tactical Income Fund

1/31/2013

135

10.65

5.64

   

5.38

5/17/2016

* Segregated fund performance shown for GIF Select and MPIP funds is for the front-end sales charge. For Ideal funds in Signature Select, the performance shown is for the no-load sales charge. Peformance for the winning segregated funds is for the period ending February 28, 2021.

**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 funds***

Mutual funds***

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

1/31/2013

284

10.25

7.52

7.35

 

6.56

3/21/2012

Canadian Equity category

Manulife Canadian Equity Private Pool

1/31/2013

418

13.40

9.36

9.95

 

8.82

12/12/2012

Canadian Focused Equity category

Manulife Dividend Income Fund

1/31/2013

421

22.87

12.59

13.02

 

12.48

3/21/2012

Manulife Dividend Income Plus Fund

1/31/2011

421

28.48

8.97

13.45

 

11.73

8/25/2000

Manulife Dividend Income Private Pool

1/31/2013

421

22.99

12.86

13.19

 

13.09

12/13/2012

Canadian Neutral Balanced category

Manulife Canadian Balanced Fund

1/31/2011

410

7.66

5.42

6.01

6.94

7.59

8/19/2010

Emerging Markets Equity category

Manulife Emerging Markets Fund

1/31/2015

180

40.71

10.18

15.22

 

8.12

5/26/2014

Global Equity Balanced category

Manulife Global Small Cap Balanced Fund

1/31/2012

751

17.16

8.47

9.50

 

12.08

8/18/2011

Global Fixed Income Balanced category

Manulife Moderate Portfolio

1/31/2018

436

6.99

4.64

   

4.04

5/5/2017

Global Neutral Balanced category

Manulife Global Balanced Fund

1/31/2014

949

9.20

7.26

7.98

 

8.79

8/1/2013

Manulife U.S. Balanced Value Private Trust

1/31/2016

949

16.10

9.76

9.35

 

7.28

3/18/2015

Manulife U.S. Monthly High Income Fund

1/31/2014

949

15.75

9.47

9.14

 

8.03

12/24/2013

Manulife Value Balanced Fund

1/31/2012

949

26.68

9.65

11.52

 

8.77

8/18/2011

Global Small/Mid Cap Equity category

Manulife Global Small Cap Fund

1/31/2011

171

22.77

10.64

12.13

15.29

14.03

6/27/2008

High Yield Fixed Income category

Manulife Global Unconstrained Bond Fund

1/31/2012

254

5.47

5.01

6.70

 

6.74

6/16/2011

Manulife U.S. Unconstrained Bond Fund

1/31/2014

254

5.51

4.50

7.36

 

5.29

7/1/2013

***Mutual fund performance shown is for advisor series. Performance for the winning mutual funds is for the period ending February 28, 2021.

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 (formerly named Manulife Asset Management Limited) and The Manufacturers Life Insurance Company.  The Manufacturers Life Insurance Company is the issuer of insurance contracts containing Manulife segregated funds. Manulife Mutual Funds are managed by Manulife Investment Management Limited. 

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund and segregated fund investments. Please read the fund facts as well as the prospectus before investing in mutual funds 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 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 contractholder 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 Investment Management

Manulife Investment Management is the global wealth and asset management segment of Manulife Financial Corporation. We draw on more than a century of financial stewardship and the full resources of our parent company to serve individuals, institutions, and retirement plan members worldwide. Headquartered in Toronto, our leading capabilities in public and private markets are strengthened by an investment footprint that spans 17 countries and territories. We complement these capabilities by providing access to a network of unaffiliated asset managers from around the world. We’re committed to investing responsibly across our businesses. We develop innovative global frameworks for sustainable investing, collaboratively engage with companies in our securities portfolios, and maintain a high standard of stewardship where we own and operate assets, and we believe in supporting financial well-being through our workplace retirement plans. Today, plan sponsors around the world rely on our retirement plan administration and investment expertise to help their employees plan for, save for, and live a better retirement.

As of September 30, 2020, Manulife Investment Management had CAD$923 billion (US$692 billion) in assets under management and administration. Not all offerings are available in all jurisdictions. For additional information, please visit manulifeim.com.

About Manulife

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2019, we had more than 35,000 employees, over 98,000 agents, and thousands of distribution partners, serving almost 30 million customers. As of September 30, 2020, we had $1.3 trillion (US$943 billion) in assets under management and administration, and in the previous 12 months we made $31.2 billion in payments to our customers. Our principal operations are in Asia, Canada and the United States where we have served customers for more than 155 years. We trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.

Media Contact                     

Olivia Jones
Manulife
(438) 340-3416
Olivia_Jones@Manulife.com