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 (Series F)

22% 16% 14% 11% 13% 9% 9%

Canadian Focused Equity Category

14% 9% 10% 8% 10% 7%

Morningstar rating

★★★★★

★★★★★

★★★★★

Percentage of peers beaten

88% 99% 92% 90% 84% 83%

# funds in category

514 502 486 337 182

*Inception date February 11, 2004. Source: Morningstar Direct, as of February 29, 2024

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

This chart indicates the performance difference between Manulife Fundamental Equity Fund and its category, on a rolling 5-year basis since inception. Since inception, Manulife Fundamental Equity Fund has outperformed its Morningstar category 98.9% of the time, with an average annual outperformance of 273 basis points.

Source: Morningstar Direct, as of February 29, 2024.

Since inception on a rolling 5-year basis, Manulife Fundamental Equity Fund has outperformed its Morningstar category 98.9% of the time, with an average annual outperformance of 273 basis points.

Performance

 

1 year

3 year

5 year

10 year

Since inception*

Manulife Global Equity Class (Series F)

19.64% 10.54% 11.02% 11.25% 12.49%

Global Equity Category

19.01% 7.03% 9.05% 8.19%

Morningstar rating

★★★★★

★★★★

★★★★★

Percentage of peers beaten

61% 88% 82% 93%

# funds in category

1,903 1,602 1,436 708

*Inception date November 2, 2009. Source: Morningstar Direct, as of February 29, 2024

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

This chart indicates the performance difference between Manulife Global Equity Class and its category, on a rolling 5-year basis since inception. Since inception, Manulife Global Equity Class has outperformed its Morningstar category 100% of the time, with an average annual outperformance of 422 basis points.

Source: Morningstar Direct, as of February 29, 2024.

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 422 basis points.


Performance

 

1 year

3 year

5 year

10 year

Since inception*

Manulife Global Balanced Fund (Series F)

13.51% 5.84% 7.43% 8.11% 8.89%

Global Neutral Balanced Category

9.90% 3.22% 4.91% 4.86%

Morningstar rating

★★★★★

★★★★★

★★★★★

Percentage of peers beaten

88% 91% 93% 96%

# funds in category

1,566 1,324 1,193 628

*Inception date August 1, 2013. Source: Morningstar Direct, as of February 29, 2024

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

This chart indicates the performance difference between Manulife Global Balanced Fund and its category, on a rolling 5-year basis since inception. Since inception, Manulife Global Balanced Fund has outperformed its Morningstar category 100% of the time, with an average annual outperformance of 361 basis points.

Source: Morningstar Direct, as of February 29, 2024.

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 361 basis points.


Performance

 

1 year

3 year

5 year

10 year 15 year

Since inception*

Manulife Strategic Income Fund (Series F)

4.99% -0.96% 1.81% 2.84% 4.70% 5.12%

Multi-Sector Fixed Income Category

5.18% -0.73% 1.25% 1.94% 4.07%

Morningstar rating

★★★

★★★★

★★★★

Percentage of peers beaten

45% 47% 68% 82% 89%

# funds in category

259 242 213 60 11

*Inception date January 11, 2007. Source: Morningstar Direct, as of as of February 29, 2024

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

This chart indicates the performance difference between Manulife Strategic Income Fund and its category, on a rolling 5-year basis since inception. Since inception, Manulife Strategic Income Fund has outperformed its Morningstar category 99.3% of the time, with an average annual outperformance of 247 basis points.

Source: Morningstar Direct, as of February 29, 2024.

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 247 basis points.


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

As of December 31, 2023

*Among rated funds. Source: Morningstar Direct, for lowest-fee funds as of December 31, 2023, published January 23, 2024. 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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