An all-in-one income solution

The Manulife Yield Opportunities Fund has a solid record for delivering income and preserving capital without excess volatility. Meet the expert team behind this 2019 Lipper award winning fund.

Pushing the boundaries of fixed income

Today’s market climate poses a host of challenges to advisors. Interest rates remain low. Market volatility seems here to stay. And an aging population is increasingly preoccupied with sustaining a steady income stream.

Faced with these challenges, the Canadian Fixed Income Team at Manulife Investment Management saw opportunity — an opportunity to build a better income solution. One that could:

  • Invest anywhere in the world.
  • Hold a diverse portfolio of income assets ranging from government bonds to dividend-paying equities to emerging market debt.
  • Leverage our global network of credit analysts to manage risk.
  • Provide a monthly distribution to investors.
  • Tactically shift to a more aggressive or defensive stance based on market cycle.

A proven history of performance

Over the past 10 years, the fund has produced an annualized return of 6.88% and consistently delivered 6 cents on the dollar in monthly distributions.

1 year     3 years     5 years     10 years     Since inception*
13.64%     5.97%     5.44%       6.88%     6.87%    
Important disclosure

* December 23, 2009. Returns in C$ as of Dec. 31, 2019. Series F. 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.


Select exposure to high-yield opportunities 

High-yield bonds and floating-rate loans are the bread and butter of the Manulife Yield Opportunities Fund. The former help us meet our income targets while the latter provide stability. The trick is getting the right balance at the right time. 

Lowering risk

Government bonds act as a safety net for the Manulife Yield Opportunities Fund, providing valuable risk protection in declining markets. Our job is to make sure that safety net is securely in place before the market turns. 

Core stable returns

We scour the investment-grade universe to uncover incremental yield without adding risk. Doing this consistently year after year has enabled the fund to provide stable returns and elevated income.

Long-term capital appreciation

Equities or common shares help fulfill the secondary objective of the Manulife Yield Opportunities Fund — long-term capital appreciation. They also provide valuable diversification and tax benefits.


Growth of $10,000

Ten thousand dollars invested in the Manulife Yield Opportunities Fund (Series F) at inception would have grown to more than $19,000 by the end of 2019.

This chart shows how the Manulife Yield Opportunities Fund outperformed the Bloomberg Barclays Global Aggregate Index from January 1, 2010, to December 31, 2019.
Important disclosure

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.


Learn about our segregated fund platform

The Manulife Yield Opportunities Fund is available to segregated fund investors in the GIF Select InvestmentPlus® contract.

 

A proven history of performance

Since inception the fund has produced an annualized return of 6.09%

1 year     3 years     5 years     10 years     Since inception*    
13.29% 5.76%   5.20%       -- 6.09%  
Important disclosure

*Inception date: October 18, 2010. Returns for F-Class in C$ as of Dec. 31, 2019. Source for all data: Transmission Media, as at December 31, 2019. 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.


Resources    

Important disclosure

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 Manulife. Manulife, Manulife GIF Select InvestmentPlus, Stylized M Design, and Manulife Investment Management & Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and its affiliates under license.

2020 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.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund and segregated fund investments. Please read the fund facts as well as the prospectus before investing in mutual funds and the information folder, contract and the fund facts before investing in segregated fund products. The indicated rates of return for Manulife Yield Opportunities Fund 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.

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

The Manulife Yield Opportunities 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 Funds and Manulife Corporate Class, including Manulife Yield Opportunities Fund, 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 and 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, Manulife Investment Management, and 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.