Manulife Investment Management

Source: Morningstar Direct. Rate of return as of June 30, 2020 are as follows: Manulife Conservative Portfolio (Series F): 1 year return: 4.76%, 3 year return: 4.50% and 4.11% since inception May 5, 2017. Manulife Moderate Portfolio (Series F): 1 year return: 4.75%, 3 year return: 4.78% and 4.28% since inception May 5, 2017. Manulife Balanced Portfolio (Series F): 1 year return: 4.37%, 3 year return: 5.20% and 4.49% since inception May 5, 2017. Manulife Growth Portfolio (Series F): 1 year return: 4.26%, 3 year return: 5.40% and 4.59% since inception May 5, 2017.

Overall 5-star Morningstar Rating. The Star Ratings as of June 30, 2020 for Series F for the Funds shown, and the number of funds within their categories for each period are as follows: Manulife Conservative Portfolio within the Global Fixed Income Balanced category: 3-year period, 618 funds, 5 stars. Manulife Moderate Portfolio within the Global Fixed Income Balanced category: 3-year period, 618 funds, 5 stars. Manulife Balanced Portfolio within the Global Neutral Balanced category: 3-year period, 1284 funds, 4 stars. Manulife Growth Portfolio within the Global Equity Balanced category: 3-year period, 1014 funds, 4 stars. Series F is generally designed for investors who have a fee-based or wrap account with their dealer. Series F performance is net of fees and expenses. Advisor Series is also available and includes a 1.00% trailing commission.

The Morningstar Rating, commonly referred to as the Star Rating, relates how a fund has performed on a risk-adjusted basis against its Morningstar category peers and is subject to change every month. Calculations are based on the funds in each Morningstar Category to better measure fund manager skill. Funds are ranked by their Morningstar Risk-Adjusted Return scores with the top 10% of funds in a category receiving 5 stars, the top 22.5% receiving 4 stars. A fund in the middle 35% receiving 3 stars, a fund in the next 22.5% receiving 2 stars and a fund in the bottom 10% receiving 1 star.

The overall Star Rating for a fund is a weighted combination of its 3, 5 and 10 year ratings. Overall ratings are adjusted where a fund has less than 5 or 10 years of history. Please refer to www.morningstar.ca for greater detail on the calculation of the Star Ratings. © 2020 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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 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 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.

Manulife Asset Allocation Portfolios are managed by Manulife Investment Management Limited (formerly named Manulife Asset Management Limited). Manulife Investment Management is a trade name of Manulife Investment Management Limited. Manulife, Manulife Investment Management, the Stylized M Design, InvestmentPlus, 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.

Manulife Asset Allocation Portfolios are available in the InvestmentPlus Series of the Manulife GIF Select, MPIP Segregated Pools and Manulife Segregated Fund Education Saving Plan insurance contracts offered by The Manufacturers Life Insurance Company.

The Manufacturers Life Insurance Company (Manulife) is the issuer of insurance contracts containing Manulife segregated funds and the guarantor of any guarantee provisions therein. Manulife Investment Management is a trade name of The Manufacturers Life Insurance Company.

Any amount that is allocated to a segregated fund is invested at the risk of the contractholder and may increase or decrease in value. Age restrictions and other conditions may apply.