The fundamental difference
In some cases, differentiation can be exemplified by those that show consistency. The Manulife Fundamental Equity Team adheres to a repeatable framework focused on identifying companies with strong capital efficiency and tangible cash flow, which has yielded strong results and led to multiple LSEG Lipper Fund and FundGrade A+ Awards for 2024 fund performance.
Unveiling Manulife Fundamental Global Equity Fund
Now managed by the Fundamental Equity Team, the fund is an unconstrained go-anywhere mandate with the flexibility to invest in distinct opportunities from across the globe.
Manulife Climate Action Fund quarterly update
Discover how the Manulife Climate Action Fund supports climate-conscious investing and global ESG leadership.
Same process. Different focus.
While there are clear commonalities across our fundamental fund lineup, there are subtle differences to account for diverse investor needs. Thoroughly understanding a company’s ability to generate tangible cash flow remains paramount across all investment options. The only difference—the size of the overall sandbox. Target allocations, sustainability considerations, and regional differences vary from mandate to mandate, providing investors with shelf options tailored to their own unique situations.
Manulife Fundamental Global Equity Fund |
Manulife Climate Action Fund |
Manulife Fundamental Equity Fund | Manulife Canadian Equity Class | |
| Regional focus | Global | Global | North America | Canada |
| Investment focus | Global all-cap equities, focusing on capital efficiency and cash flow | Companies aligned with climate transition and sustainability | Canadian large-cap equities with a fundamental, bottom-up approach | Broad Canadian equity exposure with a focus on quality and value |
| Sustainability focus | ESG-integrated approach | Climate leader focus, Paris Agreement-aligned | ESG-integrated approach | ESG-integrated approach |
| Risk level | Medium | Medium | Medium | Medium
|
Cash flow is king
Patrick Blais, senior portfolio manager, discusses the significance of cash flow.
Showcasing the depth of our fund lineup
The Manulife Fundamental Equity Team oversees a wide range of solutions to help address the varying needs of investors. Whether you’re looking for equity, balanced, or ESG-focused options, our comprehensive suite of funds is geared to those with specific asset class preferences or regional focus.
Featured funds
Manulife Fundamental Global Equity Fund
Fund code: MMF4656
Fund category: Global equity
Our Fundamental Equity Team uses a bottom-up, style-agnostic approach to portfolio construction focusing on companies from around the world, exhibiting sustainable business models, predictable cash flows, and growing dividends that can be returned to investors. The fund is managed similar to Manulife Climate Action Fund, but without a focus on climate change mitigation.
Manulife Fundamental Equity Fund
Fund code: MMF699
Fund category: Canadian focused equity
This fund invests in a portfolio of mainly Canadian equities exhibiting sustainable business models, predictable cash flows, and growing dividends that can be returned to investors. It employs the Fundamental Equity Team's bottom-up approach to portfolio construction.
Manulife Canadian Equity Class
Fund code: MMF8633
Fund category: Canadian equity
This fund employs a fundamental, bottom-up approach to security selection with a strong focus on downside protection. It focuses on Canadian companies exhibiting sustainable business models, predictable cash flows, and growing dividends that can be returned to investors.
Manulife Climate Action Fund
Fund code: MMF8662
Fund category: Global equity
This fund seeks to provide long-term capital growth by investing primarily in a diversified portfolio of global equity securities of issuers who are also leaders in making positive contributions to climate change mitigation.
Manulife Tactical Income Fund
Fund code: MMF3652
Fund category: Tactical balanced
This fund is a flexible, income-focused balanced strategy that can adjust its asset allocation to among various fixed-income and equity securities to take advantage of the best available opportunities as market opportunities change. Asset allocation decisions are based on company- and market-specific factors, allowing for a more active approach to investment management when choosing to under or overweight asset classes.
Manulife Fundamental Balanced Class
Fund code: MMF8644
Fund category: Canadian equity balanced
This fund offers clients exposure to a balanced portfolio of primarily Canadian equity and multi-sector fixed income. The equity selection process is based on a proprietary bottom-up, style-agnostic approach while the fixed-income portion of the fund emphasizes sector allocation, credit quality, and security selection, combined with active yield curve management and risk containment.
Discover three funds managed by our Fundamental Equity Team and honoured with the LSEG Lipper Fund Awards
Learn more
13 out of our 34 FundGrade A+ award-winning funds for 2024 are managed by the Manulife Fundamental Equity Team
View all the winnersAbout the team
Our fundamental funds are managed with the belief that long-term stock returns are linked to a company’s ability to use its assets to generate income. To uncover these companies, the team uses a proprietary method of calculating economic earnings and cash-based return on capital. The investment approach is best characterized as style neutral, fundamental in nature, and done on a company-by-company basis.
Important disclosures
Important disclosures
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 Investments is a trade name of Manulife Investment Management Limited. Manulife, Manulife Investments, the Stylized M Design, and Manulife Investments & 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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