When the disrupters get disrupted
High-growth sectors have propelled major stock indexes in recent years, but their vulnerabilities resurface during periods of uncertainty—underscoring the risks of concentrated exposure. As an advisor, how are you helping clients limit concentration risk and stay focused on long-term outcomes?
Stints of momentum in high-growth sectors can make it hard for portfolios to keep up—especially if they aren’t invested in those areas. While chasing the herd can be tempting, doing so can compromise risk management and sound diversification, potentially leading portfolios off course. At Manulife Investment Management, performance matters. The difference is, we remain committed to disciplined strategies that prioritize consistent, long-term results over outsize, short-lived gains.
Performance
1 year |
3 year |
Since inception |
|
|---|---|---|---|
Manulife Smart Core Bond ETF (BSKT) |
7.24% |
4.13% |
-0.04% |
Canadian Fixed Income Category |
6.78% |
3.34% |
— |
Morningstar Rating |
— |
★★★★★ |
— |
Percentage of peers beaten |
76% | 90% | — |
# funds in category |
388 | 361 | — |
Performance
1 year |
3 year |
Since inception |
|
|---|---|---|---|
Manulife Smart Corporate Bond ETF (CBND) |
8.67% | 5.91% | 1.65% |
Canadian Corporate Fixed Income Category |
8.20% | 5.18% | — |
Morningstar Rating |
— |
★★★★ |
— |
Percentage of peers beaten |
69% | 82% | — |
# funds in category |
119 | 104 | — |
Performance
1 year |
3 year |
Since inception |
|
|---|---|---|---|
Manulife Smart Short-Term Bond ETF (TERM) |
7.65% | 5.28% | 2.41% |
Canadian Short Term Fixed Income Category |
6.14% | 4.25% | — |
Morningstar Rating |
— |
★★★★★ |
— |
Percentage of peers beaten |
88% | 90% | — |
# funds in category |
224 | 181 | — |
Performance
1 year |
3 year |
5 year |
10 year | Since inception |
|
|---|---|---|---|---|---|
Manulife Tactical Income Fund – Series F (MMF3652) |
13.38% | 11.31% | 9.90% | 7.26% | 7.42% |
Tactical Balanced Category |
8.52% | 6.04% | 5.22% | 3.83% | — |
Morningstar Rating |
— |
★★★★★ |
★★★★★ |
★★★★★ |
— |
Percentage of peers beaten |
93% | 98% | 94% | 92% | — |
# funds in category |
280 | 276 | 259 | 148 | — |
Performance
1 year |
3 year | 5 year | 10 year | 15 year | Since inception |
|
|---|---|---|---|---|---|---|
Manulife World Investment Class - Series F (MMF8621) |
22.82% | 16.34% | 9.14% | 7.70% | 10.37% | 7.42% |
International Equity Category |
11.29% | 12.19% | 9.67% | 5.89% | 7.79% | — |
Morningstar Rating |
— |
★★★★★ | ★★★ | ★★★★★ | — | — |
Percentage of peers beaten |
96% | 96% | 40% | 92% | 97% | — |
# funds in category |
641 | 590 | 537 | 299 | 175 | — |
Performance
1 year |
3 year |
Since inception |
|
|---|---|---|---|
Manulife Smart Dividend ETF (CDIV) |
20.17% | 9.99% | 13.55% |
Canadian Dividend & Income Equity Category |
16.68% | 7.74% | — |
Morningstar Rating |
— |
★★★★★ |
— |
Percentage of peers beaten |
88% | 92% | — |
# funds in category |
406 | 384 | — |
Performance
1 year |
Since inception |
|
|---|---|---|
Manulife Smart International Dividend ETF (IDIV.B) |
17.48% | 22.04% |
International Equity Category |
11.29% | — |
Morningstar Rating |
— |
— |
Percentage of peers beaten |
90% | — |
# funds in category |
641 | — |
Mutual funds
Mutual funds have long been the cornerstone of Canadian investment portfolios, offering investors easy access to a diversified, liquid basket of securities overseen by expert fund managers. Access an array of mutual fund strategies to help manage risks and achieve long-term financial growth.
ETFs
Exchange-traded funds (ETFs) are traded on an exchange and offer features such as intraday liquidity. Diversified portfolio exposure adds value over time with ETFs specialized in different asset classes and geographies.
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Fund Compare
Compare up to five mutual funds and ETFs from Manulife Investment Management and other firms across a wide range of performance and risk metrics.
All data is supplied by Morningstar.
Star performers
See our list of Morningstar 4- and 5-star-rated funds.
Recipient of five prestigious LSEG Lipper Fund Awards
Learn more
Award-winning performance: Manulife is among the top honourees from Fundata Canada
Learn moreThe management expense ratio (MER) is based on total expenses (excluding commissions and other portfolio transaction costs) for the stated period and is expressed as an annualized percentage of daily average net asset value during the period. The Fund calculates its MER in accordance with regulatory requirements. The MER excludes any operating expenses waived or absorbed by the Manager, which may be discontinued at any time by the Manager at its discretion without notice.
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 share/unit value and reinvestment of all dividends/distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.
Investing involves risks, including the potential loss of principal. Financial markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. The information provided does not take into account the suitability,
Manulife Investment Management shall not assume any liability or responsibility for any direct or indirect loss or damage or any other consequence of any person acting or not acting in reliance on the information contained here. This material was prepared solely for informational purposes, does not constitute a recommendation, professional advice, an offer or an invitation by or on behalf of Manulife Investment Management to any person to buy or sell any security or adopt any investment approach, and is no indication of trading intent in any fund or account managed by Manulife Investment Management. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Diversification or asset allocation does not guarantee a profit or protect against the risk of loss in any market. Unless otherwise specified, all data is sourced from Manulife Investment Management. Past performance does not guarantee 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.
The comparison presented is intended to illustrate the mutual fund’s historical performance as compared with the historical performance of widely quoted market indices or a weighted blend of widely quoted market indices. There are various important differences that may exist between the mutual fund and the stated indices, that may affect the performance of each. The objectives and strategies of the mutual fund result in holdings that do not necessarily reflect the constituents of and their weights within the comparable indices or investment fund. Indices are unmanaged and their returns do not include any sales charges or fees. It is not possible to invest directly in market indices.
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.
LSEG Lipper Fund Awards, © 2025 LSEG. All rights reserved. Used under license.
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the awards, their accuracy is not guaranteed.
Manulife Fundamental Equity Fund - series FT6 was awarded the 2024 LSEG Lipper Fund Award in the Canadian focused equity category for the 10 year period and calculation periods are through the end of July 2024. The corresponding Lipper Leader ratings of the fund as of May 31, 2025, are as follows: N/A (1 year), 5 (3 years) [537 funds], 4 (5 years) [521 funds], 5 (10 years) [379 funds].
Manulife Fundamental Balanced Class - series FT6 was awarded the 2024 LSEG Lipper Fund Award in the Canadian equity balanced category for the 10 year period and calculation periods are through the end of July 2024. The corresponding Lipper Leader ratings of the fund as of May 31, 2025, are as follows: N/A (1 year), 5 (3 years) [323 funds], 4 (5 years) [291 funds], 5 (10 years) [218 funds].
Manulife Tactical Income Fund - series F was awarded the 2024 LSEG Lipper Fund Award in the tactical balanced category for the 3 year period and calculation periods are through the end of July 2024. The corresponding Lipper Leader ratings of the fund as of May 31, 2025, are as follows: N/A (1 year), 5 (3 years) [294 funds], 5 (5 years) [281 funds], 5 (10 years) [172 funds].
Manulife Multifactor Developed International Index ETF - Hedged Units (MINT) was awarded the 2024 LSEG Lipper ETF Award in the international equity category for the 5 year period and calculation periods are through the end of July 2024. The corresponding Lipper Leader ratings of the fund as of May 31, 2025, are as follows: N/A (1 year), 3 (3 years) [673 funds], 5 (5 years) [609 funds].
Manulife Smart Core Bond ETF (BSKT) was awarded the 2024 LSEG Lipper Fund Awards Canada ETF Group Award for Best Group Over Past Three Years, Bond. Performance for the fund for the period ended May 31, 2025, is as follows: 7.24% (1 year), 4.13% (3 years), and -0.04% (since inception in November 20, 2020).
Manulife Smart Short-Term Bond ETF (TERM) was awarded the 2024 LSEG Lipper Fund Awards Canada ETF Group Award for Best Group Over Past Three Years, Bond. Performance for the fund for the period ended May 31, 2025, is as follows: 7.65% (1 year), 5.28% (3 years), and 2.41% (since inception in November 20, 2020).
Manulife Smart Corporate Bond ETF (CBND) was awarded the 2024 LSEG Lipper Fund Awards Canada ETF Group Award for Best Group Over Past Three Years, Bond. Performance for the fund for the period ended May 31, 2025, is as follows: 8.67% (1 year), 5.91% (3 years), and 1.65% (since inception in November 20, 2020).
© 2025 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.
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.
The Morningstar Absolute Quartile Rankings are compiled by sorting the funds by returns relative to the mutual funds within the same peer group and range from 1 to 4 for all time periods covered and can change monthly. The top performing 25% of funds in each fund category are assigned a ranking of 1, the next 25% a 2, etc.
Manulife Funds are managed by Manulife Investment Management Limited. Manulife Investment Management is a trade name of Manulife Investment Management Limited.
Manulife, Manulife Investment Management, 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.
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