Performance matters
We believe consistency is the foundation of successful investing. Explore the funds that are powering today’s investors.
Getting 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) |
16.71% | 11.15% | 12.67% | 11.12% | 11.38% | 9.30% | 9.20% |
Canadian Focused Equity Category |
11.54% | 6.87% | 8.89% | 7.54% | 9.43% | 7.52% | — |
Morningstar rating |
— |
★★★★★ |
★★★★★ |
★★★★★ |
— | — | — |
Percentage of peers beaten |
85% | 93% | 89% | 90% | 84% | 82% | — |
# funds in category |
518 | 503 | 490 | 342 | 184 | — | — |
Performance difference between Manulife Fundamental Equity Fund and its category, on a rolling 5-year basis since inception
Source: Morningstar Direct, as of April 30, 2024.
Since inception on a rolling 5-year basis, Manulife Fundamental Equity Fund has outperformed its Morningstar category 98.9% of the time, with an average annual outperformance of 274 basis points.
EXCLUSIVE FEATURE: Steering through economic downturns using tangible cashflows
Insights about the Manulife Fundamental Equity fund and the team's approach in managing the fund during negative markets.
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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 | Since inception* |
|
|---|---|---|---|---|---|
Manulife Global Equity Class (Series F) |
10.05% | 7.83% | 9.14% | 11.03% | 12.21% |
Global Equity Category |
15.45% | 5.38% | 7.95% | 8.44% | — |
Morningstar rating |
— |
★★★★ |
★★★★ |
★★★★★ |
— |
Percentage of peers beaten |
21% | 80% | 71% | 88% | — |
# funds in category |
1,712 | 1,430 | 1,265 | 618 | — |
Performance difference between Manulife Global Equity Class and its category, on a rolling 5-year basis since inception
Source: Morningstar Direct, as of April 30, 2024.
Since inception on a rolling 5-year basis, Manulife Global Equity Class has outperformed its Morningstar category 100% of the time, with an average annual outperformance of 417 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) |
7.07% | 4.17% | 6.12% | 7.97% | 8.63% |
Global Neutral Balanced Category |
7.24% | 2.45% | 4.14% | 4.82% | — |
Morningstar rating |
— |
★★★★ |
★★★★★ |
★★★★★ |
— |
Percentage of peers beaten |
51% | 83% | 89% | 96% | — |
# funds in category |
1,573 | 1,350 | 1,203 | 640 | — |
Performance difference between Manulife Global Balanced Fund and its category, on a rolling 5-year basis since inception
Source: Morningstar Direct, as of April 30, 2024.
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 356 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.
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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) |
1.25% | -1.23% | 1.23% | 2.73% | 4.64% | 5.02% |
Multi-Sector Fixed Income Category |
3.45% | -0.72% | 0.83% | 1.82% | 3.75% | — |
Morningstar rating |
— |
★★★ |
★★★ |
★★★★ |
— |
— |
Percentage of peers beaten |
25% | 44% | 58% | 82% | 89% | — |
# funds in category |
259 | 243 | 216 | 60 | 11 | — |
Performance difference between Manulife Strategic Income Fund and its category, on a rolling 5-year basis since inception
Source: Morningstar Direct, as of April 30, 2024.
Since inception on a rolling 5-year basis, Manulife Strategic Income Fund has outperformed its Morningstar category 99.3% of the time, with an average annual outperformance of 245 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
Manulife Investment Management was among the top honourees from Fundata Canada.
LSEG Lipper Awards
Manulife Investment Management was recognized at the Lipper Fund Awards from LSEG 2023, for the eleventh consecutive year.
★ Percentage of AUM in our funds rated 4 and 5 star by Morningstar. *
Important disclosure
As of March 31, 2024
*Among rated funds. Source: Morningstar Direct, for lowest-fee funds as of March 31, 2024, published April 23, 2024. Please refer to www.morningstar.ca for greater detail on the calculation of the Star Ratings.
Calculations of percentages are based on assets in 4 and 5-star funds divided by total assets in rated funds. For more information see our Star Performers Tool. Our funds refer to Manulife Investment Management Canadian mutual funds and ETFs.
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