Manulife Smart Balanced Dividend ETF Bundle

A one-ticket solution building on the advantages of ETFs – available on mutual fund and segregated fund platforms.

Manulife Smart Balanced Dividend ETF Bundle

Available on both our mutual fund and segregated fund platforms

Exchange traded funds (ETFs) have been steadily gaining popularity with Canadians1, appealing to investors interested in their attractive pricing and ability to help diversify a portfolio. 

  • The ETF bundle offers a convenient, simple, comprehensive one-ticket solution, featuring access to active management2, attractive pricing, and ETF holdings.
  • Three underlying actively managed ETFs make up the asset allocation of the bundles: 30% Manulife Smart Dividend ETF, 30% Manulife Smart U.S. Dividend ETF, 40% Manulife Smart Corporate Bond ETF
  • The ETF segregated fund bundle provides an efficient, effective way to combine ETF features with segregated fund contract benefits like estate planning advantages and potential creditor protection
  • Available with GIF Select InvestmentPlus and Manulife Private Investment Pools – MPIP Segregated Pools.

Looking for ETFs not held in a segregated or mutual fund?

Advisors, book a meeting with a member of the Manulife Investment Management sales team to discuss

  1. How the ETF bundle offers a convenient, one-ticket solution
  2. How ETF segregated funds can complement an investor’s portfolio
  3. What’s unique about Manulife Smart ETF segregated funds
  4. Estate planning strategies using ETF segregated fund contracts

Thank you for contacting Manulife Investment Management.

We will be in touch shortly.


Our funds

Learn about the bundle and the underlying ETF segregated funds, which are available separately. These funds offer access to active management2 and seek to deliver a higher yield than the broad market index or passively managed ETFs. 

Manulife Smart Balanced Dividend ETF Bundle

Investment Style: Asset allocation

Asset allocation: Static, monitored daily, rebalanced to targets as required (+/-5%)

Risk rating: Low to medium

Manager: Multi-Asset Solutions Team

Geography: Canada

Category: Canadian Neutral Balanced

Bundle components

Three actively managed ETFs make up the asset allocation of the bundles:

The three single asset category ETF segregated funds provide the ability to customize: each invests into a specific basket of securities offering the possibility to complement and diversify a portfolio.

ETF segregated fund CE course available

Learn useful information about the value-added proposition, the combination of ETFs in a segregated fund contract provides to investors and earn from 0.75 to 1.5 credits (depending on the governing body). This new CE credit course is available now in the Manulife CE Centre located in Advisor Portal.

How to access: To find this course, visit Sign In > Advisor Portal > Training > CE Centre > Course catalogue > Manulife Smart ETF Segregated Funds 


Viewpoints

Specialized ETFs: a new tool in segregated fund investors’ toolbox

To expand the product shelf for segregated fund investors, Manulife Investment Management is launching Manulife Smart Corporate Bond, Manulife Smart Dividend, and Manulife Smart U.S. Dividend ETF Segregated Funds, three first-of-a-kind, actively managed, cost efficient ETF segregated funds.
Read more

A guide to actively managed bond ETFs

We believe the strong case for active management in bond portfolios and further innovation will continue to drive this trend for years to come.
Read more

Don’t Fall Prey to the Dividend Trap

As the spotlight grows on dividend-paying companies, it is important that investors not simply choose the highest dividend yields available but also make sure they are investing in a high-quality source for that dividend. As in all things, quality matters.
Read more

Related material

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1 Source: Canadian ETF Association, National Bank Financial, as of December 31, 2020.

2 The ETF segregated fund bundle invests all its assets in the Manulife Smart Balanced Dividend ETF Bundle, which in turn invests in three actively managed ETFs.

Manulife Investment Management is a trade name of The Manufacturers Life Insurance Company. The Manufacturers Life Insurance Company (Manulife) is the issuer of Manulife Investment Management guaranteed interest accounts, the GIF Select insurance contract, and the Manulife Private Investment Pools—MPIP Segregated Pools (MPIP Segregated Pools) insurance contract and the guarantor of any guarantee provisions therein. Commissions, management fees, and expenses all may be associated with exchange traded funds (ETFs). 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. Any amount that is allocated to a segregated fund is invested at the risk of the contractholder and may increase or decrease in value.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.

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. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.