Manulife Strategic Income Fund

This “all-weather” fixed income fund has been a beacon of consistency for over 15 years in all market conditions. Explore what you’ve been missing!

Pushing the boundaries of fixed income to their core

In today’s low interest rate environment, generating positive returns in a core fixed income portfolio is more challenging than ever. Traditional government bonds struggle to deliver results of the past, leaving investors to take on more risk to get the returns they need.

Faced with these challenges, the Global multi-sector fixed income team at Manulife Investment Management thought strategically. They wanted to push the boundaries and build a resilient core fixed income solution that took advantage of Manulife’s global expertise and capabilities. A fund that could:

  • Invest anywhere in the world.
  • Hold a diverse portfolio of income assets ranging from government bonds to high-yield and emerging market securities.
  • Leverage our global network of credit analysts to manage risk.
  • Tactically shift to a more aggressive or defensive stance based on the portfolio management’s ability to manage interest-rate, credit, currency and liquidity risks in the markets.
Who's the most important person? Our clients, not us. We're just a conduit to help generate returns for them, but without them, we don't have a job.

—Daniel S. Janis III, Head of Global Multi-Sector Fixed Income

Advisors, connect with a member of the Manulife Investment Management sales team to discuss: 

  • Why invest in Manulife Strategic Income Fund?
  • How Manulife Strategic Income Fund works as a core fixed income holding for clients.
  • How Manulife Strategic Income Fund is managed.

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A proven history of performance

Series F - Performance as at June 30, 2021.

 

1 year

3 years

5 years

10 years

Since inception*

Manulife Strategic Income Fund

4.58%

4.89%

3.50%

5.17%

6.35%

Outperformance¹

4.25%

1.92%

1.74%

1.91%

-

Category average return

0.33%

2.97%

1.76%

3.26%

-

No. of funds in category

564

444

289

67

-

Important disclosures

* January 11, 2007.  Returns are in C$ as at June 30, 2021. Source: Manulife Investment Management. Past performance is not indicative of future results. 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 0.50% trailing commission. 1Outperformance refers to the funds returns compared with the Global Fixed Income category average returns.


Manulife global multi-sector fixed income team

The sun never sets on the funds the team manages. Team members are located in North America and Asia, and combined with Manulife’s global footprint of supporting traders, research analysts, and risk managers, funds are managed 24 hours a day, 6 days a week (markets are closed on the weekend, but due to a time difference, Asian markets are open while it’s still Sunday in Boston).

Investment process

When it comes to the Manulife Strategic Income Fund, the portfolio management team aims to generate returns by investing primarily in a portfolio of global government and corporate bonds, including emerging markets and high-yield securities. Currency management enables them to further diversify the portfolio, mitigate risk, and potentially add returns. By expanding the investment universe to include multiple sectors and currencies, they look to increase potential return while reducing risk.


Learn about our segregated fund platform

Manulife Strategic Income Fund is available to segregated fund investors in the GIF Select InvestmentPlus® contract.

Since inception, the Manulife Strategic Income GIF Select InvestmentPlus fund has delivered an annualized return of 4.58%.

F -Class- Performance as of June 30, 2021

 

1 year

3 years

5 years

10 years

Since inception*

Manulife Strategic Income GIF Select InvestmentPlus

3.88%

4.21%

2.80%

4.56%

4.58%

Important disclosures

* Inception date: October 18, 2010. Returns for F-Class in C$ as of June 30, 2021. Source for all data: Transmission Media.


Resources

Important disclosures

2021 Copyright Manulife Investment Management. This media reflects the views of the sub-advisor 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.

Morningstar Ratings: The Star Ratings as of June 30, 2021 for Series F for the Fund shown, and the number of funds within their categories for each period are as follows: 4.58% (1 year), 4.89% (3 years), 3.50% (5 years), 5.17% (10 years) and 6.35% (since inception on January 11, 2007). The corresponding Morningstar ratings of the fund for the same period are as follows: N/A (1 year), 5 (3 years) [444 funds], 5 (5 years) [289 funds], 5 (10 years) [67 funds].

The Morningstar Rating, commonly referred to as the Star Rating, relates to 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. © 2021 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. Please read the fund facts as well as the prospectus before investing.  The indicated rates of return are the historical annual compounded total returns 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 that would have reduced returns.  Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Manulife Funds 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.

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. Returns shown are after the MER has been deducted. Performance histories are not indicative of future performance. Withdrawals proportionally decrease Maturity and Death Benefit Guarantees. The Management Fee Reimbursement will not be paid in cash but will be credited to the Contract as additional Units to the relevant Funds. The Manufacturers Life Insurance Company (Manulife) is the issuer of the Manulife Private Investment Pools – MPIP Segregated Pools (MPIP Segregated Pools) insurance contract and Manulife segregated fund contracts and the guarantor of any guarantee provisions therein. Manulife Investment Management is a trade name of The Manufacturers Life Insurance Company.

Manulife Strategic Income Fund is also available as an investment option in the Manulife GIF Select segregated fund contract and the Manulife Private Investment Pools – MPIP Segregated Pools contract.

Manulife, Manulife Investment Management, Manulife GIF Select InvestmentPlus, the Stylized M Design, 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.