Performance matters
We believe consistency is the foundation of successful investing. Explore the funds that are powering today’s investors.
Recipient of five prestigious LSEG Lipper Fund Awards
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Award-winning performance: Manulife is among the top honourees from Fundata Canada
Learn moreGetting 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.
Performance
1 year |
3 year |
5 year |
10 year | 15 year | 20 year | Since inception |
|
|---|---|---|---|---|---|---|---|
Manulife Fundamental Equity Fund (Series F) |
15.12% | 13.51% | 15.59% | 11.28% | 10.56% | 9.06% | 9.60% |
Canadian focused equity category |
16.42% | 9.52% | 12.40% | 8.07% | 8.98% | 7.36% | — |
Morningstar Rating |
— |
★★★★★ |
★★★★★ |
★★★★★ |
— | — | — |
Percentage of peers beaten |
36% | 90% | 88% | 90% | 82% | 84% | — |
# funds in category |
487 | 474 | 459 | 323 | 170 | — | — |
Performance difference between Manulife Fundamental Equity Fund and its Morningstar 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 99% of the time, with an average annual outperformance of 278 basis points
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How does Manulife Fundamental Equity Fund compare to the competition? Compare its risk, return, and other measures to any fund in Canada with our Fund Compare tool.
Learn more about Manulife Fundamental Equity Fund
Learn more about the portfolio management teamPerformance
1 year |
3 year |
5 year |
10 year | 15 year | Since inception |
|
|---|---|---|---|---|---|---|
Manulife Global Equity Class (Series F) |
6.43% | 8.76% | 10.32% | 9.80% | 12.33% | 12.07% |
Global equity category |
17.04% | 10.68% | 11.52% | 8.32% | 9.70% | — |
Morningstar Rating |
— |
★★★ |
★★★ |
★★★★ |
— | — |
Percentage of peers beaten |
3% | 25% | 31% | 78% | 92% | — |
# funds in category |
1,808 | 1,547 | 1,283 | 659 | 357 | — |
Performance difference between Manulife Global Equity Class and its Morningstar 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 98% of the time, with an average annual outperformance of 389 basis points
Give the fund a test-drive
How does Manulife Global Equity Class compare to the competition? Compare its risk, return, and other measures to any fund in Canada with our Fund Compare tool.
Learn more about Manulife Global Equity Class
Performance
1 year |
3 year |
5 year |
10 year | Since inception |
|
|---|---|---|---|---|---|
Manulife Global Balanced Fund (Series F) |
6.95% | 6.23% | 6.98% | 7.13% | 8.72% |
Global neutral balanced category |
13.33% | 6.31% | 6.54% | 5.00% | — |
Morningstar Rating |
— |
★★★ |
★★★ |
★★★★★ |
— |
Percentage of peers beaten |
1% | 52% | 63% | 93% | — |
# funds in category |
1,595 | 1,462 | 1,221 | 716 | — |
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, with an average annual outperformance of 329 basis points
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How does Manulife Global Balanced Fund compare to the competition? Compare its risk, return, and other measures to any fund in Canada with our Fund Compare tool.
Learn more about Manulife Global Balanced Fund
Learn more about the portfolio management teamPerformance
1 year |
3 year |
5 year |
10 year | 15 year | Since inception |
|
|---|---|---|---|---|---|---|
Manulife Strategic Income Fund (Series F) |
5.96% | 1.71% | 1.52% | 2.46% | 4.38% | 5.18% |
Multi-sector fixed income category |
7.45% | 2.58% | 1.71% | 2.32% | 3.66% | — |
Morningstar Rating |
— |
★★★ |
★★★ |
★★★★ |
— |
— |
Percentage of peers beaten |
30% | 40% | 47% | 66% | 66% | — |
# funds in category |
281 | 265 | 236 | 87 | 19 | — |
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 99.4% of the time, with an average annual outperformance of 232 basis points
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How does Manulife Strategic Income Fund compare to the competition? Compare its risk, return, and other measures to any fund in Canada with our Fund Compare tool.
Learn more about Manulife Strategic Income Fund
Star performers
See our complete list of Morningstar rated 4- and 5-star funds.
Fundata awards
Award-winning performance: Manulife is among the top honourees from Fundata Canada
LSEG Lipper Awards
Manulife Investment Management was recognized at the Lipper Fund Awards from LSEG 2024 for the twelfth consecutive year.
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