Performance matters

We believe consistency is the foundation of successful investing. Explore the funds that are powering today’s investors.

Getting to the top isn’t only about performance, but also consistency. See how four of Manulife Investment Management’s funds rise to the challenge over the long run.

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Performance

 

1 year

3 year

5 year

10 year 15 year 20 year

Since inception*

Manulife Fundamental Equity Fund (Advisor series)

8.28%

12.07%

10.82%

9.16%

8.53%

7.86%

8.03%

Canadian Focused Equity Category

3.67%

9.44%

7.61%

7.01%

8.10%

7.08%

Morningstar rating

★★★★

★★★★★

★★★★

Percentage of peers beaten

83%

78%

87%

83%

67%

66%

# funds in category

512

498

477

323

178

*Inception date August 26, 2003. Source: Morningstar Direct, as of October 31, 2023

Performance difference between Manulife Fundamental Equity Fund and its category, on a rolling 5-year basis since inception

This chart illustrates the performance difference between Manulife Fundamental Equity Fund and its category, on a rolling 5-year basis since inception. Since inception on a rolling 5-year basis, Manulife Fundamental Equity Fund has outperformed its Morningstar category 92.6% of the time.

Source: Morningstar Direct, as of October 31, 2023.

Since inception on a rolling 5-year basis, Manulife Fundamental Equity Fund has outperformed its Morningstar category 78.7% of the time, with an average annual outperformance of 154 basis points.

Performance

 

1 year

3 year

5 year

10 year

Since inception*

Manulife Global Equity Class (Series F)

14.64%

9.45%

9.99%

11.32%

11.90%

Global Equity Category

8.57%

5.81%

6.70%

7.59%

Morningstar rating

★★★★

★★★★★

★★★★★

Percentage of peers beaten

87%

85%

92%

96%

# funds in category

1,918

1,608

1,414

649

*Inception date November 2, 2009. Source: Morningstar Direct, as of October 31, 2023

Performance difference between Manulife Global Equity Class and its category, on a rolling 5-year basis since inception

This chart illustrates the performance difference between Manulife Global Equity Class and its category, on a rolling 5-year basis since inception. Since inception on a rolling 5-year basis, Manulife Global Equity Class has outperformed its Morningstar category 100% of the time.

Source: Morningstar Direct, as of October 31, 2023.

Since inception on a rolling 5-year basis, Manulife Global Equity Class has outperformed its Morningstar category 100% of the time, with an average annual outperformance of 427 basis points.


Performance

 

1 year

3 year

5 year

10 year

Since inception*

Manulife Global Balanced Fund (Series F)

10.12% 4.63% 6.57% 8.04% 8.23%

Global Neutral Balanced Category

4.03%

2.06%

3.52%

4.36%

Morningstar rating

★★★★★

★★★★★

★★★★★

Percentage of peers beaten

97%

90%

97%

97%

# funds in category

1,573

1,309

1,138

592

*Inception date August 1, 2013. Source: Morningstar Direct, as of October 31, 2023

Performance difference between Manulife Global Balanced Fund and its category, on a rolling 5-year basis since inception

This chart illustrates the performance difference between Manulife Global Balanced Fund and its category, on a rolling 5-year basis since inception. Since inception on a rolling 5-year basis, Manulife Global Balanced Fund has outperformed its Morningstar category 100% of the time.

Source: Morningstar Direct, as of October 31, 2023.

Since inception on a rolling 5-year basis, Manulife Global Balanced Fund has outperformed its Morningstar category 100% of the time, with an average annual outperformance of 366 basis points.


Performance

 

1 year

3 year

5 year

10 year 15 year

Since inception*

Manulife Strategic Income Fund (Series F)

2.59%

-2.51%

1.03%

2.81%

4.65%

4.85%

Multi-Sector Fixed Income Category

2.80%

-2.25%

0.32%

1.26%

3.41%

Morningstar rating

★★★

★★★★

★★★★

Percentage of peers beaten

46%

48%

70%

88%

99%

# funds in category

268

249

214

62

12

*Inception date January 11, 2007. Source: Morningstar Direct, as of October 31, 2023

Performance difference between Manulife Strategic Income Fund and its category, on a rolling 5-year basis since inception

This chart illustrates the performance difference between Manulife Strategic Income Fund and its category, on a rolling 5-year basis since inception. Since inception on a rolling 5-year basis, Manulife Strategic Income Fund has outperformed its Morningstar category 99.3% of the time.

Source: Morningstar Direct, as of October 31, 2023.

Since inception on a rolling 5-year basis, Manulife Strategic Income Fund has outperformed its Morningstar category 99.3% of the time, with an average annual outperformance of 252 basis points.


★ Percentage of AUM in our funds rated 4 and 5 star by Morningstar. *

As of September 30, 2023

*Among rated funds. Source: Morningstar Direct, for lowest-fee funds as of September 30, 2023, published October 24, 2023. Please refer to www.morningstar.ca for greater detail on the calculation of the Star Ratings.

Calculations of percentages are based on assets in 4 and 5-star funds divided by total assets in rated funds. For more information see our Star Performers Tool. Our funds refer to Manulife Investment Management Canadian mutual funds and ETFs.


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