Award-winning funds: Manulife Investment Management among top honourees from Fundata Canada
Combined wins of 20 segregated funds, 10 mutual funds and 4 ETFs earn Manulife Investment Management honours for 12 consecutive years
Toronto – Manulife Investment Management announced that Fundata Canada recognized 34 of its investment solutions for their competitive performance. A combination of 20 segregated funds, 10 mutual funds and four ETFs earned FundGrade A+® Ratings, extending Manulife Investment Management’s recognition in investment performance to 12 consecutive years – every year since the awards’ debut in 2012.
The FundGrade A+® Award is given annually to investment funds and managers who have shown consistent, outstanding, risk-adjusted performance incorporating 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 Canada have received it.
“Manulife is committed to offering Canadians high-quality, diverse investment solutions that meet investor needs and I am very proud of our strong performance,” said Jordy Chilcott, Head of Retail Intermediary Distribution, Manulife Investment Management, Canada. “With the continued economic uncertainty, following years of volatility, I want to congratulate our portfolio management teams and colleagues who have enabled us once again to be recognized by Fundata.”
The following Manulife segregated funds, mutual funds, and ETFs were awarded Fundata's FundGrade A+® rating:
Segregated funds*
Segregated funds* |
FundGrade start date |
FundGrade calc date |
Fund count |
1Y return |
3Y return |
5Y return |
10Y return |
Total return since inception |
Inception date |
||
|---|---|---|---|---|---|---|---|---|---|---|---|
Canadian Dividend & Income Equity category |
|
|
|
|
|
|
|
|
|
||
1/31/2014 |
12/31/2023 |
225 |
4.47 |
8.72 |
8.39 |
5.53 |
6.1 |
12/12/2012 |
|||
Canadian Equity Balanced category |
|
|
|
|
|
|
|
|
|
||
1/31/2021 |
12/31/2023 |
552 |
11.9 |
6.88 |
— |
— |
8.24 |
5/4/2020 |
|||
Canadian Focused Equity category |
|
|
|
|
|
|
|
|
|
||
1/31/2014 |
12/31/2023 |
463 |
15.26 |
10.88 |
12.92 |
9.09 |
8.37 |
10/5/2009 |
|||
1/31/2014 |
12/31/2023 |
463 |
11.57 |
9.6 |
11.56 |
7.45 |
8.67 |
12/12/2012 |
|||
Canadian Fixed Income Balanced category |
|
|
|
|
|
|
|
|
|
||
1/31/2014 |
12/31/2023 |
666 |
7.67 |
-0.18 |
3.49 |
3.16 |
3.06 |
12/26/2000 |
|||
1/31/2014 |
12/31/2023 |
666 |
8.03 |
-0.04 |
3.92 |
3.57 |
4.01 |
10/2/2009 |
|||
Canadian Fixed Income category |
|
|
|
|
|
|
|
|
|
||
1/31/2014 |
12/31/2023 |
419 |
7.93 |
-8.69 |
-1.58 |
-0.18 |
-0.22 |
10/28/2013 |
|||
1/31/2015 |
12/31/2023 |
419 |
5.98 |
-3.47 |
0.37 |
— |
0.12 |
5/17/2016 |
|||
European Equity category |
|
|
|
|
|
|
|
|
|
||
1/31/2014 |
12/31/2023 |
63 |
13.67 |
-5.02 |
3.3 |
3.34 |
6.35 |
10/2/2009 |
|||
Global Equity category |
|
|
|
|
|
|
|
|
|
||
1/31/2014 |
12/31/2023 |
898 |
15.23 |
6.31 |
9.16 |
9.04 |
10.03 |
10/7/2013 |
|||
Global Fixed Income Balanced category |
|
|
|
|
|
|
|
|
|
||
1/31/2014 |
12/31/2023 |
262 |
8.01 |
1.29 |
4.75 |
4.03 |
4.89 |
10/2/2009 |
|||
1/31/2018 |
12/31/2023 |
262 |
7.67 |
-0.05 |
3.67 |
— |
2.29 |
5/19/2017 |
|||
1/31/2018 |
12/31/2023 |
262 |
8.02 |
0.27 |
4.01 |
— |
3.57 |
11/29/2018 |
|||
Global Neutral Balanced category |
|
|
|
|
|
|
|
|
|
||
1/31/2014 |
12/31/2023 |
875 |
13.42 |
4.92 |
7.5 |
6.14 |
7.53 |
10/31/2012 |
|||
1/31/2015 |
12/31/2023 |
875 |
13.52 |
5 |
7.57 |
— |
6.1 |
10/6/2014 |
|||
1/31/2016 |
12/31/2023 |
875 |
5.72 |
1.49 |
7.54 |
— |
5.48 |
4/30/2015 |
|||
1/31/2015 |
12/31/2023 |
875 |
5.35 |
1.13 |
7.21 |
— |
5.43 |
4/7/2014 |
|||
1/31/2014 |
12/31/2023 |
875 |
11.32 |
2.82 |
6.21 |
6.53 |
7.01 |
10/7/2013 |
|||
1/31/2014 |
12/31/2023 |
875 |
11.69 |
3.16 |
6.53 |
— |
6.88 |
10/6/2014 |
|||
1/31/2014 |
12/31/2023 |
875 |
15.64 |
1.97 |
8.3 |
5.59 |
6.04 |
10/7/2013 |
|||
Manulife Global Monthly High Income Private Segregated Pool** |
1/31/2014 |
12/31/2023 |
875 |
15.9 |
— |
— |
— |
0.93 |
5/25/2021 |
||
High Yield Fixed Income category |
|
|
|
|
|
|
|
|
|
||
1/31/2014 |
12/31/2023 |
153 |
8.76 |
-0.5 |
2.86 |
3.39 |
3.71 |
10/7/2013 |
|||
Multi-Sector Fixed Income category |
|
|
|
|
|
|
|
|
|
||
1/31/2015 |
12/31/2023 |
59 |
7.54 |
0.03 |
2.77 |
— |
2.34 |
10/6/2014 |
|||
Tactical Balanced category |
|
|
|
|
|
|
|
|
|
||
1/31/2014 |
12/31/2023 |
106 |
11.49 |
5.31 |
7.67 |
— |
5.62 |
5/17/2016 |
|||
* 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 December 31, 2023. The Manulife RetirementPlus and Manulife Ideal segregated fund contracts are no longer open to new deposits effective October 2022.
** 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 funds***
Mutual funds*** |
FundGrade start date |
FundGrade calc date |
Fund count |
1Y return |
3Y return |
5Y return |
10Y return |
Total return since inception |
Inception date |
|---|---|---|---|---|---|---|---|---|---|
Canadian Equity Balanced category |
|
|
|
|
|
|
|
|
|
1/31/2014 |
12/31/2023 |
229 |
12.26 |
7.21 |
9.3 |
7.03 |
6.83 |
22/03/2012 |
|
Canadian Equity category |
|
|
|
|
|
|
|
|
|
1/31/2014 |
12/31/2023 |
360 |
11.89 |
11.25 |
12.7 |
8.98 |
9.3 |
14/12/2012 |
|
Canadian Neutral Balanced category |
|
|
|
|
|
|
|
|
|
1/31/2016 |
12/31/2023 |
250 |
9.57 |
5.09 |
7 |
— |
4.91 |
10/8/2015 |
|
Canadian Focused Equity category |
|
|
|
|
|
|
|
|
|
1/31/2014 |
12/31/2023 |
335 |
15.76 |
11.37 |
13.4 |
9.57 |
8.38 |
26/08/2003 |
|
Global Equity category |
|
|
|
|
|
|
|
|
|
1/31/2014 |
12/31/2023 |
1095 |
16.36 |
7.36 |
10.46 |
10.18 |
11.74 |
14/12/2012 |
|
Global Fixed Income Balanced category |
|
|
|
|
|
|
|
|
|
1/31/2018 |
12/31/2023 |
488 |
8.08 |
0.3 |
4.03 |
— |
2.63 |
5/5/2017 |
|
Global Neutral Balanced category |
|
|
|
|
|
|
|
|
|
1/31/2014 |
12/31/2023 |
888 |
11.75 |
3.18 |
6.55 |
6.89 |
7.4 |
1/8/2013 |
|
1/31/2014 |
12/31/2023 |
888 |
13.76 |
5.25 |
7.83 |
6.49 |
7.65 |
22/03/2012 |
|
1/31/2014 |
12/31/2023 |
888 |
13.84 |
5.3 |
7.86 |
6.55 |
7.11 |
10/6/2013 |
|
Tactical Balanced category |
|
|
|
|
|
|
|
|
|
1/31/2014 |
12/31/2023 |
194 |
11.71 |
5.54 |
7.91 |
5.15 |
4.08 |
6/7/2007 |
*** Mutual fund performance shown is for advisor series. Performance for the winning mutual funds is for the period ending December 31, 2023.
ETFs****
ETFs**** |
FundGrade start date |
FundGrade calc date |
Fund count |
1Y return |
3Y return |
5Y return |
Total return since inception |
Inception date |
|---|---|---|---|---|---|---|---|---|
Canadian Equity category |
|
|
|
|
|
|
|
|
1/31/2018 |
12/31/2023 |
360 |
11.49 |
12.62 |
11.49 |
7.71 |
17/04/2017 |
|
Canadian Small/Mid Cap Equity category |
|
|
|
|
|
|
|
|
1/31/2018 |
12/31/2023 |
116 |
6.88 |
8.13 |
11.47 |
7.92 |
27/11/2017 |
|
Canadian Fixed Income category |
|
|
|
|
|
|
|
|
1/31/2021 |
12/31/2023 |
311 |
7.8 |
-2.3 |
— |
-1.94 |
25/11/2020 |
|
Canadian Corporate Fixed Income category |
|
|
|
|
|
|
|
|
1/31/2021 |
12/31/2023 |
57 |
8.79 |
-0.89 |
— |
-0.44 |
25/11/2020 |
**** Performance for the winning ETFs is for the period ending December 31, 2023.
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.
Manulife Investment Management is a trade name of Manulife Investment Management Limited and The Manufacturers Life Insurance Company. The Manufacturers Life Insurance Company (Manulife) is the issuer of Manulife Investment Management insurance contracts and the guarantor of any guarantee provisions therein. Manulife Mutual Funds are managed by Manulife Investment Management Limited.
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, Manulife Investment Management, the Stylized M Design, and Manulife Investment Management & Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.
About Manulife Investment Management
Manulife Investment Management is the brand for the global wealth and asset management segment of Manulife Financial Corporation. Our mission is to make decisions easier and lives better by empowering investors for a better tomorrow. Serving more than 17 million individuals, institutions, and retirement plan members, we believe our global reach, complementary businesses, and the strength of our parent company position us to help investors capitalize on today’s emerging global trends. We provide our clients access to public and private investment solutions across equities, fixed income, multi-asset, alternative, and sustainability-linked strategies, such as natural capital, to help them make more informed financial decisions and achieve their investment objectives. Not all offerings are available in all jurisdictions. For additional information, please visit manulifeim.com.
About Manulife
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we provide financial advice and insurance, operating as Manulife across Canada, Asia, and Europe, and primarily as John Hancock in the United States. Through Manulife Investment Management, the global brand for our Global Wealth and Asset Management segment, we serve individuals, institutions, and retirement plan members worldwide. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. We trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong. Not all offerings are available in all jurisdictions. For additional information, please visit manulife.com.
Media contact
Elizabeth Bartlett
Manulife
857 210 2286
ELIZABETH_BARTLETT@manulife.com