Investments
Important Disclosure
Manulife Funds (including the Trust Pools) and Manulife Corporate Classes (including the Class Pools) are managed by Manulife Investment Management Limited (formerly named Manulife Asset Management Limited). Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts as well as the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in share/unit value and reinvestment of all dividends/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.
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.
Segregated fund contracts
What can segregated fund solutions offer you?
These flexible investment solutions can help you grow, protect, and transfer your wealth to the next generation.
Reap the benefits of Dollar-cost Averaging
Take advantage of fluctuating market prices with Dollar-Cost Averaging available in selected segregated fund contracts.
For a limited time only: benefit from an enhanced rate.
Important Disclosure
Any amount that is allocated to a segregated fund is invested at the risk of the contractholder and may increase or decrease in value. Returns shown are after the MER has been deducted. Performance histories are not indicative of future performance. For information on guarantees, fees and expenses that may apply to segregated funds, please read the Information Folder, Contract and Fund Facts of the segregated funds. The Manufacturers Life Insurance Company is the issuer of Manulife segregated fund contracts and the guarantor of any guarantee provisions therein.
Important Disclosure
Manulife ETFs are managed by Manulife Investment Management Limited (formerly named Manulife Asset Management Limited). Commissions, management fees and expenses all may be associated with exchange traded funds (ETFs). 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 unitholder that would have reduced returns. Investment objectives, risks, fees, expenses and other important information are contained in the ETF facts as well as the prospectus, please read before investing. ETFs are not guaranteed, their values change frequently and past performance may not be repeated.
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.
Asset allocation portfolios - mutual funds
Important Disclosure
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments and the use of an asset allocation service. Please read the fund facts as well as the prospectus of the mutual funds in which investment may be made under the asset allocation service before investing. The indicated rates of return are the historical annual compounded total returns assuming the investment strategy recommended by the asset allocation service is used and after deduction of the fees and charges in respect of the service. The returns are based on the historical annual compounded total returns of the participating funds including changes in share/unit value and reinvestment of all dividends/distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder in respect of a participating fund that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Asset allocation portfolios - segregated funds
Important Disclosure
Any amount that is allocated to a segregated fund is invested at the risk of the contractholder and may increase or decrease in value. Returns shown are after the MER has been deducted. Performance histories are not indicative of future performance. For information on guarantees, fees and expenses that may apply to segregated funds, please read the Information Folder, Contract and Fund Facts of the segregated funds. The Manufacturers Life Insurance Company is the issuer of Manulife segregated fund contracts and the guarantor of any guarantee provisions therein.
Private investment pools
Important Disclosure
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts as well as the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in share value and reinvestment of all dividends 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. The rate of return shown is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the investment fund or returns on investment in the investment fund.
Private investment pools - segregated pools
Important Disclosure
Any amount that is allocated to a segregated fund is invested at the risk of the contractholder and may increase or decrease in value. Returns shown are after the MER has been deducted. Performance histories are not indicative of future performance. For information on guarantees, fees and expenses that may apply to segregated funds, please read the Information Folder, Contract and Fund Facts of the segregated funds. The Manufacturers Life Insurance Company (Manulife) is the issuer of insurance contracts containing Manulife segregated funds and the guarantor of any guarantee provisions therein.
Guaranteed Interest Accounts (GIAs)
Introducing the power of two
Introducing contracts that offer two types of investment options: Guaranteed Interest Accounts (GIAs) and a range of segregated fund choices.
For advisors:
Access all the information you’ll need to promote GIAs. Get links to administration info, job aids, and more.
Segregated funds - GIF Select InvestmentPlus®
Important Disclosure
Any amount that is allocated to a segregated fund is invested at the risk of the contractholder and may increase or decrease in value. Returns shown are after the MER has been deducted. Performance histories are not indicative of future performance. For information on guarantees, fees and expenses that may apply to segregated funds, please read the Information Folder, Contract and Fund Facts of the segregated funds. The Manufacturers Life Insurance Company is the issuer of Manulife segregated fund contracts and the guarantor of any guarantee provisions therein.
Separately managed accounts (SMA)
Manulife Investment Management has provided expertise in sub-advising SMA portfolios for our financial partners and their clients since 2001. We believe SMAs offer a solution to financial advisors aiming to build portfolios that can be tailored to suit individual needs. SMA investors benefit from specialized investment teams and an institutional approach to investment management that utilizes disciplined and well-defined investment strategies. Backed by a global financial services leader, Manulife Financial, clients are provided with stability, a robust risk management framework and an international network of resources.
SMAs provide advisors with a customized and sophisticated approach to investing that is ideally suited to the high-net-worth market.
Highlights:
- Direct ownership of individual securities
- Typical minimum: $100,000
- Flexibility to transfer in/out individual securities
- Institutional-quality investment management
- Portfolio customization
- Unique tax planning advantages
Equity
Canadian Growth Dividend
The strategy’s objective is to provide superior dividend income and capital appreciation by investing in a diversified portfolio of high quality, high-yielding equity securities of Canadian companies. The strategy focuses on patiently investing in a concentrated portfolio of well-managed, often industry-leading companies adept at balancing earnings growth and cash flow generation.
Steve Bélisle
Patrick Blais
Canadian Large Cap Growth
We believe that long term outperformance is determined by the diligent application of both top down and bottom up investment analytics. Our approach integrates macro analysis and fundamental bottom up research, focusing on high quality large cap growth stocks.
Noman Ali
Canadian Small Cap Equity
We believe portfolio outperformance can be achieved by investing in companies with characteristics shown to be strong predictors of outperformance, that demonstrate improving fundamentals, and that have identifiable catalysts for change, which may not be fully appreciated by a wider audience of investors.
Luciano Orengo
Fundamental All Cap Core
We believe that quality companies with a sustainable competitive advantage and cash flow generation bought at the “right price” should outperform. Patience and a long-term investment horizon allows for the compounding of companies’ cash flows.
Sandy Sanders
Jonathan White
Fundamental Global Franchise
We believe that quality companies with a sustainable competitive advantage and cash flow generation bought at the “right price” should outperform. Patience and a long-term investment horizon allows for the compounding of companies’ cash flows. This is a globally-oriented, active equity strategy offering global diversification that seeks to achieve strong capital preservation in down markets and long-term value creation.
Sandy Sanders
Jonathan White
Fundamental Large Cap Core
We believe that quality companies with a sustainable competitive advantage and cash flow generation bought at the "right price" should outperform. Patience and a long-term investment horizon allows for the compounding of companies' cash flows.
Sandy Sanders
North American Dividend Income
We analyze all companies under the same fundamental proprietary lens, using a scalable and repeatable process. We believe that a portfolio that creates business value faster than a given benchmark and when assembled at a reasonable valuation will result in long-term outperformance.
Conrad Dabiet
Chris Hensen
Jonathan Popper
North American Equity
We believe that long term outperformance is determined by the diligent application of both top down and bottom up investment analytics. Our approach integrates macro analysis and fundamental bottom up research, focusing on high quality large cap growth stocks.
Noman Ali
US Dividend Income
We analyze all companies under the same fundamental proprietary lens, using a scalable and repeatable process. We believe that a portfolio that creates business value faster than a given benchmark and when assembled at a reasonable valuation will result in long-term outperformance.
Conrad Dabiet
Chris Hensen
Jonathan Popper
US Small Cap Core
We believe that profitable, high-quality companies provide superior risk-adjusted returns over the long term. We seek profitable niche small cap companies with improving earnings and solid balance sheets at attractive valuations.
Bill Talbot
Multi-Asset
Canadian Balanced Growth
We believe there are ‘pockets of value’ in the fixed income market. Thorough credit and curve analysis enables us to identify and exploit these ‘pockets’ in the pursuit of long-term returns, while minimizing downside risk. Within this conservative framework we apply our creativity to generate innovative investment ideas and develop state of the art portfolio management techniques.
Noman Ali
Roshan Thiru
North American Dividend Income Balanced
We analyze all companies under the same fundamental proprietary lens, using a scalable and repeatable process. We believe that a portfolio that creates business value faster than a given benchmark and when assembled at a reasonable valuation will result in long-term outperformance.
Chris Hensen
Roshan Thiru
Tactical Balanced
The strategy involves investing in various fixed income and equity asset classes on a tactical basis, over/under-weighting certain asset classes, securities, sectors or industries based on top-down, macro-economic views established by the team. Focusing on high quality, high-yielding equities, the strategy is able to adopt high conviction portfolios, increasing/decreasing its weightings to asset classes based on shorter term outlooks or opportunities. The tactical component of the strategy includes the use of Exchange-Traded Funds (ETFs).
Steve Bélisle
Roshan Thiru
Fixed Income
Canadian Bond
We believe there are ‘pockets of value’ in the fixed income market. Thorough credit and curve analysis enables us to identify and exploit these ‘pockets’ in the pursuit of long-term returns, while minimizing downside risk. Within this conservative framework we apply our creativity to generate innovative investment ideas and develop state of the art portfolio management techniques.
Roshan Thiru
Corporate Bond
We believe there are ‘pockets of value’ in the fixed income market. Thorough credit and curve analysis enables us to identify and exploit these ‘pockets’ in the pursuit of long-term returns, while minimizing downside risk. Within this conservative framework we apply our creativity to generate innovative investment ideas and develop state of the art portfolio management techniques.
Roshan Thiru
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