Award-winning funds: Manulife Investment Management among top honourees from Fundata Canada
C$ unless otherwise stated TSX/NYSE/PSE: MFC SEHK: 945
Combined wins of 15 segregated funds,10 mutual funds and 2 ETFs earn
The FundGrade A+® Award is given annually to investment funds and managers who show consistent, outstanding, risk-adjusted performance through the year, based on up to 10 years of history. Achieving a FundGrade A+® Rating is an honour because only around 6% of the investment fund products available in
"I would like to thank and congratulate the portfolio management teams and our colleagues who have enabled us to be recognized today," said
The following segregated funds, mutual funds, and ETFs were awarded Fundata's FundGrade A+® rating:
Segregated funds* |
FundGrade |
FundGrade |
Fund |
1Y |
3Y |
5Y |
10Y |
Total |
Inception |
||
Canadian Dividend & Income Equity category |
|
|
|
|
|
|
|
|
|
||
2013-1-31 |
2022-12-31 |
222 |
-3.11 |
8.46 |
6.48 |
6.24 |
6.26 |
2012-12-12 |
|||
Canadian Equity category |
|
|
|
|
|
|
|
|
|
||
2015-1-31 |
2022-12-31 |
513 |
-3.09 |
8.44 |
8.55 |
— |
7.87 |
2014-10-6 |
|||
Canadian Fixed Income category |
|
|
|
|
|
|
|
|
|
||
2015-1-31 |
2022-12-31 |
416 |
-13.26 |
-3.32 |
-1.38 |
— |
-0.74 |
2016-5-17 |
|||
Canadian Focused Equity category |
|
|
|
|
|
|
|
|
|
||
2013-1-31 |
2022-12-31 |
456 |
-6.92 |
8.69 |
8.93 |
9.38 |
7.87 |
2009-10-5 |
|||
2013-1-31 |
2022-12-31 |
456 |
-6.51 |
7.87 |
8.15 |
8.30 |
8.38 |
2012-12-12 |
|||
Canadian Neutral Balanced category |
|
|
|
|
|
|
|
|
|
||
2014-1-31 |
2022-12-31 |
942 |
-10.41 |
2.97 |
2.23 |
— |
3.71 |
2013-10-28 |
|||
European Equity category |
|
|
|
|
|
|
|
|
|
||
2013-1-31 |
2022-12-31 |
63 |
-29.78 |
-6.59 |
-1.21 |
5.14 |
5.82 |
2009-10-2 |
|||
Global Equity category |
|
|
|
|
|
|
|
|
|
||
2015-1-31 |
2022-12-31 |
862 |
-12.15 |
4.94 |
7.28 |
— |
9.20 |
2009-10-2 |
|||
Global Fixed Income Balanced category |
|
|
|
|
|
|
|
|
|
||
2013-1-31 |
2022-12-31 |
270 |
-11.30 |
0.93 |
2.01 |
4.26 |
4.66 |
2009-10-2 |
|||
2015-1-31 |
2022-12-31 |
270 |
-12.66 |
-0.78 |
0.91 |
— |
2.35 |
2014-10-6 |
|||
Global Fixed Income category |
|
|
|
|
|
|
|
|
|
||
2015-1-31 |
2022-12-31 |
139 |
-10.00 |
-1.65 |
-0.06 |
— |
1.53 |
2014-10-6 |
|||
Global Neutral Balanced category |
|
|
|
|
|
|
|
|
|
||
2014-1-31 |
2022-12-31 |
899 |
-19.20 |
4.39 |
4.18 |
— |
5.05 |
2013-10-7 |
|||
Manulife Global Monthly High Income Private Segregated Pool** |
2014-1-31 |
2022-12-31 |
899 |
-19.02 |
— |
— |
— |
-7.42 |
2021-5-25 |
||
2015-1-31 |
2022-12-31 |
899 |
-18.67 |
4.05 |
5.28 |
— |
5.44 |
2014-4-7 |
|||
2016-1-31 |
2022-12-31 |
899 |
-18.36 |
4.39 |
5.61 |
— |
5.45 |
2015-4-30 |
|||
Tactical Balanced category |
|
|
|
|
|
|
|
|
|
||
2013-1-31 |
2022-12-31 |
122 |
-6.34 |
4.54 |
4.19 |
— |
4.76 |
2016-5-17 |
Mutual funds*** |
FundGrade |
FundGrade |
Fund |
1Y |
3Y |
5Y |
10Y |
Total |
Inception |
Canadian Equity category |
|
|
|
|
|
|
|
|
|
2013-01-31 |
2022-12-31 |
371 |
-2.74 |
8.81 |
8.97 |
8.88 |
9.05 |
2012-12-12 |
|
Canadian Equity Balanced category |
|
|
|
|
|
|
|
|
|
2013-01-31 |
2022-12-31 |
254 |
-6.25 |
5.54 |
6.30 |
6.92 |
6.34 |
2012-3-21 |
|
Canadian Focused Equity category |
|
|
|
|
|
|
|
|
|
2013-01-31 |
2022-12-31 |
365 |
-6.49 |
9.15 |
9.39 |
9.85 |
8.01 |
2003-8-26 |
|
Canadian Neutral Balanced category |
|
|
|
|
|
|
|
|
|
2016-01-31 |
2022-12-31 |
218 |
-6.77 |
3.68 |
4.17 |
|
4.30 |
2015-8-5 |
|
Global Equity category |
|
|
|
|
|
|
|
|
|
2013-01-31 |
2022-12-31 |
1146 |
-11.82 |
5.42 |
7.97 |
11.36 |
11.29 |
2012-12-12 |
|
Global Fixed Income Balanced category |
|
|
|
|
|
|
|
|
|
2018-01-31 |
2022-12-31 |
465 |
-10.58 |
0.23 |
1.63 |
|
1.69 |
2017-5-5 |
|
Global Neutral Balanced category |
|
|
|
|
|
|
|
|
|
2016-01-31 |
2022-12-31 |
950 |
-18.07 |
4.77 |
5.99 |
|
5.70 |
2015-3-18 |
|
2014-01-31 |
2022-12-31 |
950 |
-18.33 |
4.45 |
5.69 |
|
6.43 |
2013-12-24 |
|
2013-01-31 |
2022-12-31 |
950 |
-10.12 |
2.13 |
2.83 |
7.11 |
7.09 |
2012-3-21 |
|
2014-01-31 |
2022-12-31 |
950 |
-11.97 |
2.59 |
4.86 |
|
7.10 |
2013-10-10 |
ETFs**** |
FundGrade |
FundGrade |
Fund |
1Y |
3Y |
5Y |
Total |
Inception |
Canadian Equity category |
|
|
|
|
|
|
|
|
2018-01-31 |
2022-12-31 |
371 |
-0.09 |
8.48 |
6.89 |
7.01 |
2017-4-10 |
|
Canadian Small/Mid Cap Equity category |
|
|
|
|
|
|
|
|
2018-01-31 |
2022-12-31 |
126 |
-4.25 |
9.92 |
8.42 |
8.73 |
2017-11-27 |
* Segregated fund performance shown for GIF Select InvestmentPlus, MPIP Segregated Pools and Manulife RetirementPlus funds are for the front-end sales charge. For Ideal funds, the performance shown is for the no-load sales charge. Performance for the winning segregated funds is for the period ending
**The Fundgrade A+® award applies to an entire fund family, including every segregated fund product and series where a fund is available. This fund has been listed twice to highlight that it is available in both GIF Select and MPIP Segregated Pools contracts.
***Mutual fund performance shown is for advisor series. Performance for the winning mutual funds is for the period ending
**** Performance for the winning ETFs is for the period ending
FundGrade A+® is used with permission from
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund, ETFs and segregated fund investments. Please read the fund facts as well as the prospectus before investing in mutual funds, the ETF Facts as well as the prospectus before investing in ETFs and information folder, contract and fund facts before investing in segregated fund contracts. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds and ETFs are not guaranteed, their values change frequently, and past performance may not be repeated. Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value. Manulife,
We trade as 'MFC' on the
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