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A one-ticket solution building on the advantages of ETFs – available on mutual fund and segregated fund platforms.
Exchange traded funds (ETFs) have been steadily gaining popularity with Canadians1, appealing to investors interested in their attractive pricing and ability to help diversify a portfolio.
Looking for ETFs not held in a segregated or mutual fund?
Learn about the bundle and the underlying ETF segregated funds, which are available separately. These funds offer access to active management2 and seek to deliver a higher yield than the broad market index or passively managed ETFs.
Investment Style: Asset allocation
Asset allocation: Static, monitored daily, rebalanced to targets as required (+/-5%)
Risk rating: Low to medium
Manager: Multi-Asset Solutions Team
Geography: Canada
Category: Canadian Neutral Balanced
Three actively managed ETFs make up the asset allocation of the bundles:
The three single asset category ETF segregated funds provide the ability to customize: each invests into a specific basket of securities offering the possibility to complement and diversify a portfolio.
Management style: Active
Risk rating: Low
Manager: Systematic Fixed Income Beta
Geography: Canada
Category: Canadian Fixed Income
Management style: Active
Risk rating: Medium
Manager: Systematic Equity Beta
Geography: Canada
Category: Canadian Dividend and Income Equity
Management style: Active
Risk rating: Medium
Manager: Systematic Equity Beta
Geography: United States
Category: U.S. Equity
Learn useful information about the value-added proposition, the combination of ETFs in a segregated fund contract provides to investors and earn from 0.75 to 1.5 credits (depending on the governing body). This new CE credit course is available now in the Manulife CE Centre located in Advisor Portal.
How to access: To find this course, visit Sign In > Advisor Portal > Training > CE Centre > Course catalogue > Manulife Smart ETF Segregated Funds
April 8, 2022
November 19, 2021
March 4, 2021
Sign in with your Advisor Manulife ID (opens in a new tab). Make sure you've connected your Repsource account.
GIF Select InvestmentPlus offers you a complete wealth management solution, providing access to a wide range of segregated funds including fixed income, balanced, and equity solutions, along with Guaranteed Interest Accounts (GIAs).
This exclusive program offers a wealth-building solution for investors with an investment of at least $100,000 per pool, per contract. The program features competitive fees and tiered management fee reimbursements.
1 Source: Canadian ETF Association, National Bank Financial, as of December 31, 2020.
2 The ETF segregated fund bundle invests all its assets in the Manulife Smart Balanced Dividend ETF Bundle, which in turn invests in three actively managed ETFs.
Manulife Investment Management is a trade name of The Manufacturers Life Insurance Company. The Manufacturers Life Insurance Company (Manulife) is the issuer of Manulife Investment Management guaranteed interest accounts, the GIF Select insurance contract, and the Manulife Private Investment Pools—MPIP Segregated Pools (MPIP Segregated Pools) insurance contract and the guarantor of any guarantee provisions therein. Commissions, management fees, and expenses all may be associated with exchange traded funds (ETFs). Investment objectives, risks, fees, expenses, and other important information are contained in the ETF facts as well as the prospectus, please read before investing. 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 contractholder and may increase or decrease in value.Performance histories are not indicative of future performance. For information on guarantees, fees, and expenses that may apply to segregated funds, please read the information folder, contract, and fund facts of the segregated funds.
Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the fund facts as well as the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.
