Performance matters.

Investor goals come in all shapes, sizes, time horizons and risk profiles and it can be a challenge matching a diverse set of goals to the right solution at the right time.

What can make it a little less challenging? A mutual fund and ETF lineup that is just as diverse and historically offers strong performance versus peers.

Our lineup spans fixed income, balanced and equity and across all geographies. And because it may be difficult to achieve your goals without knowing all available options, we’re here to help. 

Recognized for exceptional performance for two years in a row by Investment Executive.

We’re proud to be recognized by Investment Executive as a top performing Canadian asset manager in 2019 and 2020

  • Star Performers

    See our complete list of Morningstar rated 4 and 5 star funds.

    Learn more
  • Fundata Awards

    Manulife Investment Management was among the top honourees from Fundata Canada.

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  • Lipper Awards

    Manulife Investment Management was recognized at the Lipper Fund Awards from Refinitiv 2021, for the ninth consecutive year. 

     

     

    Learn why
Percentage of Manulife mutual funds with 4 and 5 star Morningstar rating.*
Percentage of Manulife assets in mutual funds rated 4 and 5 star by Morningstar.**
Important disclosure

As of September 30, 2021

*Manulife Star Performers Based on number of rated funds. For more information see our Star Performers Tool.

Calculations of percentages are based on number of 4 and 5 star rated funds divided by total number of of star-rated funds in the lineup.

**Among rated funds. Source: Morningstar Direct, for lowest-fee funds as of September 30th, 2021. 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. 

Equity funds

84% of Manulife equity fund assets are in first and second quartile of 3-year performance

Featured funds:

Manulife Global Thematic Opportunities Fund (Series F)

The distillation of Pictet Asset Management’s entire thematic expertise is embodied in the Manulife Global Thematic Opportunities Fund, which is a best ideas global equity strategy that leverages expertise from across their specialized thematic teams.

  • Megatrends. Large, social, economic, political, environmental or technological changes representing seismic shifts are targeted for their long-term investment opportunities.
  • Pioneers in thematic investing. For over 20 years Pictet AM has been researching, developing and investing in global thematic opportunities.
  • High-conviction fund that doesn’t look like the benchmark. An unconstrained, actively managed and focused approach adds diversification within a global equity allocation through a universe beyond standard global indices.

Performance

 

1 year

3 year

Since inception*

Manulife Global Thematic Opportunities Fund (Series F)

19.41%

15.28%

14.81%

Global Equity Category

26.74%

13.48%

-

*Inception date: October 11, 2018. Source Morningstar Direct as of October 31, 2021.

Growth of $10,000 since inception

Growth of $10,000 from October 17, 2018 to October 31, 2021. Ending values are Manulife Global Thematic Opportunities Fund (Series F)  $15,217.22, Global Equity mutual fund category $14,198.51.


Source: Morningstar Direct as of October 31, 2021. 

Rolling 12-month performance as of October 31, 2021

Rolling 12-month performance from October 31, 2019 to October 31, 2021 for Manulife Global Thematic Opportunities Fund (Series F) and Global Equity mutual fund category.


Source: Morningstar Direct as of October 31, 2021.

Morningstar ratings and peers beaten

 

Overall

1 year

3 year

Morningstar rating

4 star

-

4 star

Percentage of peers beaten

-

12%

69%

# of funds in category

-

-

1,860
Source Morningstar Direct as of October 31, 2021

Manulife Dividend Income Fund (Series F)

Managed by Alan Wicks and the award-winning Value Equity Team, Manulife Dividend Income Fund aims to deliver long term growth and tax efficient monthly income. The Fund is:

  • Benchmark Agnostic: The team looks for companies that are not sensitive to commodities and have low financial leverage – which results in a fund that doesn’t look like the index or the peer group.
  • Diversified: The portfolio is a collection of diversified businesses that get their top‑line revenue from different industries and have a strong track record of ongoing profitability.
  • Active: The team’s long-term orientation allows them to take advantage of  short‑term opportunities.

Performance

 

1 year

3 year

5 year

Since inception*

Manulife Dividend Income Fund (Series F)

35.53%

20.40%

15.15%

15.02%

S&P/TSX Composite TR

38.77%

15.36%

10.58%

-

Canadian Focused Equity Category

36.22%

13.69%

9.93%

-
*Inception date: March 21, 2012. Source: Morningstar Direct as of October 31, 2021.

Growth of $10,000 since inception

Growth of $10,000 from March 21, 2021 to October 31, 2021. Ending values are Manulife Dividend Income Fund (Series F) $38,395.00, Canadian Focused Equity mutual fund Category $22,648.69, S&P/TSX Composite Index $22,630.48.


Source: Morningstar Direct as of October 31, 2021.

Rolling 12-month performance as of October 31, 2021

Rolling 12-month performance from March 31, 2013 to October 31, 2021 for Manulife Dividend income fund (Series F) and Canadian Focused Equity mutual fund category.


Source: Morningstar Direct as of October 31, 2021.

Morningstar ratings and peers beaten

 

Overall

1 year

3 year

5 year

Morningstar rating

5 star

-

5 star

5 star

Percentage of peers beaten

-

53%

91%

91%

# of funds in category

-

-

585

475

As of October 31, 2021
Important disclosure

 Quartile rankings are determined by Morningstar. The quartiles divide the data into four equal regions and are subject to change every month. Quartile metrics as of September 30, 2021 for the categories shown and the percentage of AUM in 1st and 2nd quartile Funds  within those categories for each period are: Equity asset class: 1 year period, 33% ($6.0B), 3 year period, 84% ($44.5B), 5 year period, 76% ($43.0B), 10 year period, 79% ($12.5B).

Calculations of percentages are based on assets in funds rated in 1st and 2nd quartile divided by total assets in funds. Based on grouped Morningstar category (CIFSC). Among rated funds. 

Source: Morningstar Direct, for lowest-fee funds as of September 30th. Please refer to www.morningstar.ca for greater detail 3-yr performance ranking. For more information see our Star Performers Tool

Manulife Funds and Manulife Corporate Classes 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.

1 Manulife Global Thematic Opportunities Fund – Series F inception date October 11, 2018. Source Morningstar Direct as of October 31, 2021.

Manulife Dividend Income Fund – Series F inception date March 21, 2012. Source Morningstar Direct as of October 31, 2021.

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. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Source: Morningstar Direct as of October 31, 2021. 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. Performance histories are not indicative of future performance. Absolute rankings and star ratings are determined by Morningstar and shows how well a fund has performed compared to all other funds in its category peer group and are subject to change every month. 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. 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.

Balanced funds

100% of Manulife balanced fund assets are in first and second quartile of 3-year performance

 

Featured funds:

Manulife Global Balanced Fund (Series F)

Global investing with a focus on resiliency:

  • Equity Managed Risk: Risk is managed on a bottom up or “brick by brick” basis without the confines of traditional geographical or market capitalization constraints and through extensive diversification.
  • Diversified Fixed Income: This Fund can invest across the spectrum of corporate debt securities of global issuers of any quality and term.
  • Expertise of Mawer: Mawer managed portfolios have historically not only performed well in rising markets but have also historically provided downside protection in uncertain market environments as well.
  • Consistently delivers top decile performance over 3 and 5 year time periods. *

Performance

 

1 year

3 year

5 year

Since inception*

Manulife Global Balanced Fund (Series F)

17.55%

12.16%

10.27%

10.68%

Global Neutral Balanced Category

14.66%

8.68%

6.39%

-

*Inception date August 1, 2013. Source: Morningstar Direct as of October 31, 2021

Growth of $10,000 since inception

Growth of $10,000 from August 1, 2013 to October 31, 2021. Ending values are Manulife Global Balanced Fund (Series F) $23,090.55, Global Neutral Balanced mutual fund category $17,155.17.


Source: Morningstar Direct as of October 31, 2021.

Rolling 12-month performance as of October 31, 2021

Rolling 12-month performance from August 31, 2014 to October 31, 2021 for Manulife Global Balanced fund (Series F) and Global Neutral Balanced mutual fund category.


Source: Morningstar Direct as of October 31, 2021.

Morningstar ratings and peers beaten

 

Overall

1 year

3 year

5 year

Morningstar rating

5 star

-

5 star

5 star

Percentage of peers beaten

-

82%

96%

97%

# of funds in category

-

-

1,415

1,093

As of October 31, 2021

Manulife Yield Opportunities Fund (Series F)

Global investing with a focus on generating income, capital preservation and minimizing risk. The fund looks to:

  • 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

Performance

 

1 year

3 year

5 year

10 year

Since inception*

Manulife Yield Opportunities Fund (Series F)

11.19%

7.86%

6.50%

7.27%

6.97%

Global Fixed Income Balanced Category

6.96%

5.89%

4.00%

4.83%

-

*Inception date December 23, 2009. Source: Morningstar Direct as of October 31, 2021.

Growth of $10,000 over 10 years

Growth of $10,000 from November 1, 2011 to October 31, 2021. Ending values are Manulife Yield Opportunities Fund (Series F) $20,164.59, Global Fixed Income Balanced mutual fund category $16,437.55.


Source: Morningstar Direct as of October 31, 2021.

Rolling 12-month performance as of October 31, 2021

Rolling 12-month performance from December 31, 2010 to October 31, 2021 for Manulife Yield Opportunities fund (Series F) and Global Fixed Income Balanced mutual fund category.


Source: Morningstar Direct as of October 31, 2021.

Morningstar ratings and peers beaten

 

Overall

1 year

3 year

5 year

10 year

Morningstar rating

5 star

-

5 star

5 star

5 star

Percentage of peers beaten

-

96%

91%

99%

99%

# of funds in category

-

-

667

498

161

As of October 31, 2021
Important disclosure

‡ Quartile rankings are determined by Morningstar. The quartiles divide the data into four equal regions and are subject to change every month. Quartile metrics as of September 30, 2021 for the categories shown and the percentage of AUM in 1st and 2nd quartile Funds  within those categories for each period are: Balanced asset class: 1 year period, 69% ($31.2B), 3 year period, 100% ($46.0B), 5 year period, 100% ($43.9B), 10 year period, 93% ($19.3B).

Calculations of percentages are based on assets in funds rated in 1st and 2nd quartile  divided by total assets in funds. Based on grouped Morningstar category (CIFSC). Among rated funds. Source: Morningstar Direct, for lowest-fee funds as of September 30th, 2021. Please refer to www.morningstar.ca for greater detail 3-yr performance ranking. For more information see our Star Performers Tool.

Manulife Funds and Manulife Corporate Classes 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.

1 Manulife Global Balanced Fund – Series F inception date August 1, 2013. Source Morningstar Direct as of October 31, 2021.

2 Manulife Yield Opportunities Fund – Series F inception date December 23, 2009. Source Morningstar Direct as of October 31, 2021.

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. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Source: Morningstar Direct as of October 31, 2021. 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. Performance histories are not indicative of future performance. Absolute rankings and star ratings are determined by Morningstar and shows how well a fund has performed compared to all other funds in its category peer group and are subject to change every month. 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. 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 http://www.morningstar.ca/ for greater detail on the calculation of the Star Ratings.

Fixed Income

81% of Manulife fixed income fund assets are in first and second quartile of 3-year performance§

 

Feature fund:

Manulife Strategic Income Fund (Series F)

  • The fund can access any fixed income asset class from any area of the world. Coupled with a focused, active currency management. The composition of this portfolio offers investors a unique opportunity in the space.
  • Managed 24 hours a day, 6 days a week with prudent risk management as the primary focus in all investment decisions.
  • Has historically been able to navigate market volatility while providing stable returns, by managing four key risks of fixed income investing (Interest Rate Risk, Credit Risk, Currency Risk and Liquidity Risk)
  • A core actively managed fixed income solution with a high degree of flexibility to invest globally in any type of fixed income instrument.

Performance

 

1 year

3 year

5 year

10 year

Since inception*

Manulife Strategic Income Fund (Series F)

1.73%

4.95%

3.20%

5.26%

6.19%

Global Fixed Income category

-1.20%

3.15%

1.31%

2.87%

-

*Inception date January 11, 2007. Source: Morningstar Direct as of October 31, 2021.

Growth of $10,000 over 10 years

Growth of $10,000 from November 1, 2011 to October 31, 2021. Ending values are Manulife Strategic Income Fund (Series F) $16,698.83, Global Fixed Income mutual fund category $13,738.45.


Source: Morningstar Direct as of October 31, 2021.

Rolling 12-month performance as of October 31, 2021

Rolling 12-month performance from January 31, 2008 to October 31, 2021 for Manulife Strategic income fund (Series F) and Global Fixed Income mutual fund category.


Source: Morningstar Direct as of October 31, 2021.

Morningstar ratings and peers beaten

 

Overall

1 year

3 year

5 year

10 year

Morningstar rating

5 star

-

4 star

5 star

5 star

Percentage of peers beaten

-

73%

85%

91%

96%

# of funds in category

-

-

448

287

72

As of October 31, 2021
Important disclosure

§ Quartile rankings are determined by Morningstar. The quartiles divide the data into four equal regions and are subject to change every month. Quartile metrics as of September 30, 2021 for the categories shown and the percentage of AUM in 1st and 2nd quartile Funds  within those categories for each period are: Fixed Income asset class: 1 year period, 56% ($19.7B), 3 year period, 81% ($25.6B), 5 year period, 88% ($26.1B), 10 year period, 50% ($12.5B).

Calculations of percentages are based on assets in funds rated in 1st and 2nd quartile of 3-year performance divided by total assets in funds with 3-year performance. Based on grouped Morningstar category (CIFSC). Among rated funds. Source: Morningstar Direct, for lowest-fee funds as of September 30th 2021. Please refer to www.morningstar.ca for greater detail 3-yr performance ranking. For more information see our Star Performers Tool

Manulife Funds and Manulife Corporate Classes 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.

Inception date January 11, 2007. Source Morningstar Direct as of October 31, 2021.

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. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Source: Morningstar Direct as of October 31, 2021. 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. Performance histories are not indicative of future performance. Absolute rankings and star ratings are determined by Morningstar and shows how well a fund has performed compared to all other funds in its category peer group and are subject to change every month. 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. 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.


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