Tap into overseas markets, broaden your investment universe, and uncover pockets of opportunity worldwide with Manulife Global Equity Class. Managed by Mawer Investment Management Ltd., this portfolio is built from the bottom-up and seeks to add value in all market environments.
Never before has the world been so interconnected. Still, many investors in Canada have a home country bias, and have yet to discover the benefits of investing beyond our borders.
Manulife Global Equity Class seeks to narrow the global opportunity set down to a shortlist of quality names, opting for both large- and small-cap companies that are expected to stand the test of time. Using a flexible, unconstrained approach, Manulife Global Equity Class targets well-managed global companies that can steer through a variety of market conditions.
Source: Manulife Investment Management, For illustrative purposes only.
Investments across geographies can help cushion the blow of market turbulence here at home.
Partaking in high growth markets around the world may enhance your return potential.
Downturns in some markets may be compensated by successes in others, unlocking the full potential of global diversification.
Overinvesting in domestic companies may result in a highly concentrated exposure to certain securities or sectors.
More than half of Canadians’ equity positions are allocated towards domestic companies. While there are clear benefits to investing in Canada, many investors have yet to discover the benefits of investing abroad. Are you ready to invest with fewer geographical limitations?
Source: Manulife Investment Management, Based on data from IMF Coordinated Portfolio Investment Survey, June 2022
Having well-rounded exposure to equities means you’ll have to look beyond what’s right in front of you. If you expand your horizon, you’ll realize there’s an immense opportunity beyond our borders. Are you ready to tap into a wide universe of global companies?
Source: Manulife Investment Management, Morningstar Direct, as of April 30, 2023
Canadian equities may well be an integral component of your investment strategy. But why add a global overlay?
Canada's equity market is highly concentrated in four sectors of activity: Financials, Materials, Industrials and Energy.1
Canada's top sectors are cyclical and moderately to strongly correlated, making diversification much more challenging.2
Global equities have historically been less volatile than Canadian equities, implying cross border diversification could be beneficial.3
The global equity market is much less concentrated, with the MSCI World's top ten holdings accounting for less than 20% of the index.4
Mawer has been managing portfolios for individual and institutional investors for more than four decades. The team adheres to a well-defined investment process by:
November 7, 2023
October 19, 2023
August 9, 2021
Book a meeting with a member of the Manulife Investment Management sales team to discuss how Manulife Global Equity Class can fit into your equity portfolio.
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1 Source: Morningstar Direct, Based on sector breakdown of the S&P/TSX 60 TR Index as of August 31, 2023.
2 Source: Morningstar Direct. Based on correlation matrix of the sectors of the S&P/TSX 60, as of August 31, 2023.
3 Source: Data as of March 31, 2023, for the period from January 1, 1998, to March 31, 2023. Country returns are represented by MSCI country index: the global market return includes both developed and emerging markets. The euro area is represented by the MSCI Euro index.
4 Source: Morningstar Direct, Data used to compare the weighting of the top 10 names in four indices: (1) MSCI World NR, (2) MSCI EM NR, (3) S&P 500 TR and (4) S&P/TSX Composite as of May 31, 2023.
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