Manulife Global Equity Class 

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.

Why invest in Manulife Global Equity Class?

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.

An unconstrained approach with maximum flexibility

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. 

Highlighting the investment approach and selection criteria used to manage the Manulife Global Equity mandate

Source: Manulife Investment Management, For illustrative purposes only.

Why global equities?

Economic uncertainty, geopolitical tensions, and market volatility are all on the rise. While your Canada-only portfolio may give you a sense of security in uncertain times, investing within the confines of your home country may not be your best bet.

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.

Invest with fewer limitations

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? 

Pie chart showing Canadians' average allocation between domestic and foreign equities.

Source: Manulife Investment Management, Based on data from IMF Coordinated Portfolio Investment Survey, June 2022

Adopt a global mindset

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?

Image showing the percentage breakdown by geography of the MSCI World Index.

Source: Manulife Investment Management, Morningstar Direct, as of April 30, 2023

Complementing your domestic portfolio

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

About Mawer

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:

  • employing a long-term, bottom-up approach, no matter the market outlook,
  • thinking probabilistically, embracing uncertainty, and opting for wealth creating companies with competitive advantages,
  • focusing on micro factors within their control, rather than factors they can’t control.

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Resources

Contact us

Advisors, the world is at your fingertips. Ready to explore the global opportunity?

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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Important disclosures

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. 

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.

©2023 Manulife Investment Management.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.

This media reflects the views of the subadvisor of Manulife Investment Management Limited. These views are subject to change as market and other conditions warrant. Individuals should seek the advice of professionals to ensure that any action taken with respect to this information is appropriate to their specific situation. The commentary does not constitute an offer or an invitation by or on behalf of Manulife Investment Management to any person to buy or sell any security or investment product. This material should not be revised as a current or past recommendation or a solicitation of an offer to buy or sell investment products or to adopt any investment strategy. Manulife Investment Management is not responsible for any damages or losses arising from any use of this information.

Manulife Funds are managed by Manulife Investment Management Limited.  Manulife Investment Management is a trade name of Manulife Investment Management Limited. Mawer Investment Management is portfolio sub-advisor to certain funds offered and managed by Manulife Investment Management Limited.

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. Commissions, trailing commissions, management fees and expenses all may be associated with segregated fund investments. Please read the Information Folder, Contract and Fund Facts before investing.  

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