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Strengthen your defence and sharpen your offence with Manulife liquid alternatives.
The current fixed-income environment faces challenges, but the good news is, we can help preserve what has made this asset class such an integral component of traditional portfolios. With Manulife liquid alternatives, investors can enhance return potential and better manage risk exposures, especially if traditional investments are challenged.
Sticky inflation. Slower economic growth. Rising geopolitical risks. The investment landscape is evolving, and so are investor needs.
Downside protection and better management of portfolio risks through diversification
Enhanced return potential in periods where traditional asset classes are challenged
Additional tools, strategies, and access to a wider investment universe
We get it—you need more flexibility. Liquid alternatives can push the boundaries of traditional investing and help get you the most out of your portfolio.
Liquid alternatives come with an array of benefits, including the possibility of enhanced diversification and increased upside potential.
|
Downside protection |
Liquid alternatives can help limit downside risks with lower correlation to stocks and bonds |
|
Alpha generation |
Liquid alternatives seek to enhance risk-adjusted returns with a diverse opportunity set |
|
Liquidity |
Liquid alternative products can be traded daily like a mutual fund |
|
Accessibility |
With lower investment minimums, liquid alternative strategies are more accessible relative to institutional strategies |
With increased flexibility to manage their funds with liquid alternative strategies, portfolio managers can rely on tools that aren’t typically available under a traditional mutual fund structure.
|
Traditional mutual fund |
Liquid alternative funds (prospectus based) |
|
|---|---|---|
|
Derivatives (nonhedging purposes) |
None |
50% of NAV |
|
Cash borrowing |
5% of NAV with restrictions |
50% of NAV |
|
Short selling |
20% of NAV (150% cash cover) |
50% of NAV¹ (no cash cover required) |
|
Total leverage (not cash covered) |
Not allowed |
300% of NAV |
|
Illiquid assets |
10% of NAV |
10% of NAV |
|
Access to physical commodities |
No limit |
Limited to 10% |
|
Concentration limits |
10% |
20% |
Source: National Instrument 81-102.
1 Combined cash borrowing and short selling is limited to 50% of NAV.
Hinging on years of profound expertise in fixed income, we’re ready to use our newfound freedom to capitalize on a once-in-a-generation opportunity in this space. Whether it comes down to risk overlays, leverage or currency-based trading, a wealth of powerful tools are now at the fingertips of our seasoned portfolio managers.
Draw on the vast know-how of our experienced portfolio management teams and power your portfolio with our newly expanded tool kit.
Leverage our alternative investing capabilities, unwavering commitment to risk management, and long-standing global footprint.
An established asset manager with global resources and expertise extending across equity, fixed-income, and alternative investments as well as asset allocation strategies.
Our seasoned fixed-income teams have been using tools associated with alternative investing such as derivatives and hedging for decades.
Our parent company, Manulife, has a strong insurance heritage and aligned interest with investors through substantial general account investments and solid risk management, having navigated numerous market crises since 1887.
This unwavering commitment to managing risk on behalf of investors, coupled with a long history of investing in private markets and our ability to leverage a global footprint, and rich tradition of financial stewardship are what set us apart.
May 14, 2024
From liquid alternatives to real assets, each strategy within our alternatives offering was designed to target a specific set of needs. Find out how to complement our liquid alternative funds with real assets.
Request a consultation
Unleash our alternative fixed-income capabilities
Financial professionals: We’re here to help you navigate the fixed-income landscape by assessing how to incorporate liquid alternative strategies into your clients’ portfolios. Request a complimentary consultation to learn more about our liquid alternative strategies.
Together, we’ll help your clients position their portfolios and achieve their investment goals.
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Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.
Manulife Alternative Mutual Funds have the ability to invest in asset classes or use investment strategies that are not permitted for conventional mutual funds. The specific strategies that differentiate these alternative mutual funds from conventional mutual funds may include the increased use of derivatives for hedging and nonhedging purposes, the increased ability to sell securities short and the ability to borrow cash to use for investment purposes. If undertaken, these strategies will be used in accordance with the Funds’ objectives and strategies, and during certain market conditions, may accelerate the pace at which the Funds decrease in value.
The information provided does not take into account the suitability, investment objectives, financial situation, or particular needs of any specific person. All overviews and commentary are intended to be general in nature and for current interest. While helpful, these overviews are no substitute for professional tax, investment or legal advice. Clients and prospects should seek professional advice for their particular situation. Neither Manulife Investment Management, nor any of its affiliates or representatives (collectively Manulife Investment Management) is providing tax, investment or legal advice.
The opinions expressed are those of the author(s) and are subject to change without notice. Our investment teams may hold different views and make different investment decisions. These opinions may not necessarily reflect the views of Manulife Investment Management. The information and/or analysis contained in this material has been compiled or arrived at from sources believed to be reliable, but Manulife Investment Management does not make any representation as to their accuracy, correctness, usefulness, or completeness and does not accept liability for any loss arising from the use of the information and/or analysis contained. The information in this material may contain projections or other forward-looking statements regarding future events, targets, management discipline, or other expectations, and is only current as of the date indicated. The information in this document, including statements concerning financial market trends, are based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Manulife Investment Management disclaims any responsibility to update such information.
Manulife Investment Management shall not assume any liability or responsibility for any direct or indirect loss or damage or any other consequence of any person acting or not acting in reliance on the information contained here. This material was prepared solely for informational purposes, does not constitute a recommendation, professional advice, an offer or an invitation by or on behalf of Manulife Investment Management to any person to buy or sell any security or adopt any investment approach, and is no indication of trading intent in any fund or account managed by Manulife Investment Management. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Diversification or asset allocation does not guarantee a profit or protect against the risk of loss in any market. Unless otherwise specified, all data is sourced from Manulife Investment Management. Past performance does not guarantee future results.
Manulife, Manulife Investment Management, 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.
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