C$ unless otherwise stated
TORONTO, Nov. 7, 2024
/CNW/ - Manulife Investment Management announced today it was
recognized, for the twelfth consecutive year, by the 2024 LSEG
Lipper Fund Awards, winning three LSEG Lipper Fund Awards, one LSEG
Lipper ETF Award and one LSEG Lipper ETF Group Award in the
following classifications.
- LSEG Lipper Fund Awards Canada 2024 Winner, Manulife
Fundamental Balanced Class – Series FT6, Best Canadian Equity
Balanced Fund Over 10 Years. This fund is managed by Manulife
Fundamental Equity Team.
- LSEG Lipper Fund Awards Canada 2024 Winner, Manulife
Fundamental Equity Fund – Series FT6, Best Canadian Focused Equity
Fund Over 10 Years. This fund is also managed by the Manulife
Fundamental Equity Team.
- LSEG Lipper Fund Awards Canada 2024 Winner, Manulife Tactical
Income Fund – Series F, Best Tactical Balanced Fund Over 3 Years.
This fund is also managed by the Manulife Fundamental Equity
Team.
- LSEG Lipper ETF Awards Canada 2024 Winner, Manulife Multifactor
Developed International Index ETF – Hedged Units (MINT), Best
International Equity ETF Over 5 years. This fund is managed by our
subadvisor Dimensional Fund Advisors Canada ULC, a pioneer of
multifactor investing.
- LSEG Lipper ETF Group Awards Winner Canada 2024, Best Bond ETF
Group Over Three Years. This group award was based on risk-adjusted
performance for the following Manulife ETFs managed by Manulife
Investment Management:
- Manulife Smart Short-Term Bond ETF | TERM
- Manulife Smart Core Bond ETF | BSKT
- Manulife Smart Corporate Bond ETF | CBND
"We are pleased to receive this recognition from LSEG Lipper
Fund Awards for funds that have demonstrated consistently strong
risk- adjusted returns compared with peers. We are appreciative of
the expertise of the teams and congratulate them on this
accomplishment and testament to their skill and investment
philosophies," said Leo Zerilli,
head of Manulife Wealth and Asset Management, Canada. "These awards showcase the work they
are doing every day to help build resilient investor
portfolios."
The LSEG Lipper Fund Awards are granted annually and highlight
funds and fund companies that have excelled in delivering
consistently strong risk-adjusted performance relative to their
peers. The LSEG Lipper Fund Awards are based on the Lipper Leader
for Consistent Return rating, which is a risk-adjusted performance
measure calculated over 36, 60 and 120 months. The fund with the
highest Lipper Leader for Consistent Return (Effective Return)
value in each eligible classification wins the LSEG Lipper Fund
Award.
"We believe long-term performance is the cornerstone of a robust
portfolio. Amid the uncertainties of today's market, we are excited
to share these funds that have consistently outperformed in these
categories," added Jordy Chilcott,
head of retail intermediary distribution, Canada, Manulife Investment Management. "We're
excited for our Portfolio Management teams for this recognition and
for our unitholders for these awards."
For more information on the detailed performance and legal
disclaimer about these funds, please visit our Lipper Fund
Awards page.
About the Lipper Awards Methodology
LSEG Lipper Fund Awards, ©2024 LSEG. All rights reserved. Used
under license.
The LSEG Lipper Fund Awards, granted annually, highlight funds
and fund companies that have excelled in delivering consistently
strong risk-adjusted performance relative to their peers.
The LSEG Lipper Fund Awards are based on the Lipper Leader for
Consistent Return rating, which is an objective, quantitative,
risk-adjusted performance measure calculated over 36, 60 and 120
months. The fund with the highest Lipper Leader for Consistent
Return (Effective Return) value in each eligible classification
wins the LSEG Lipper Fund Award. For more information, see
lipperfundawards.com. Although LSEG Lipper makes reasonable efforts
to ensure the accuracy and reliability of the data used to
calculate the awards, their accuracy is not guaranteed.
Manulife Fundamental Balanced Class - series FT6 was awarded the
2024 LSEG Lipper Fund Award in the Canadian equity balanced
category for the 10 year period and calculation periods are through
the end of July 2024. The
corresponding Lipper Leader ratings of the fund as of September 30, 2024 are as follows: N/A (1 year),
5 (3 years) [318 funds], 5 (5 years) [291 funds], 5 (10 years) [208
funds].
Manulife Fundamental Equity Fund - series FT6 was awarded the
2024 LSEG Lipper Fund Award in the Canadian focused equity category
for the 10 year period and calculation periods are through the end
of July 2024. The corresponding
Lipper Leader ratings of the fund for the same period are as
follows: N/A (1 year), 5 (3 years) [542 funds], 5 (5 years) [521
funds], 5 (10 years) [373 funds].
Manulife Tactical Income Fund - series F was awarded the 2024
LSEG Lipper Fund Award in the tactical balanced category for the 3
year period and calculation periods are through the end of
July 2024. The corresponding Lipper
Leader ratings of the fund as of September
30, 2024 are as follows: N/A (1 year), 5 (3 years) [306
funds], 5 (5 years) [287 funds].
Manulife Multifactor Developed International Index ETF - Hedged
Units (MINT) was awarded the 2024 LSEG Lipper ETF Award in the
international equity category for the 5 year period and calculation
periods are through the end of July 2024. The corresponding
Lipper Leader ratings of the fund as of September 30, 2024 are as follows: N/A (1 year),
5 (3 years) [672 funds], 5 (5 years) [586 funds].
Manulife Smart Short-Term Bond ETF (TERM) was awarded the 2024
LSEG Lipper Fund Awards Canada ETF Group Award for Best Group Over
Past Three Years, Bond. Performance for the fund for the period
ended September 30, 2024, is as
follows: 11.31% (1 year), 2.54% (3 years), and 2.06% (since
inception in November 20, 2020).
Manulife Smart Core Bond ETF (BSKT) was awarded the 2024 LSEG
Lipper Fund Awards Canada ETF Group Award for Best Group Over Past
Three Years, Bond. Performance for the fund for the period ended
September 30, 2024, is as follows:
13.44% (1 year), 0.44% (3 years), and -0.43% (since inception in
November 20, 2020).
Manulife Smart Corporate Bond ETF (CBND) was awarded the 2024
LSEG Lipper Fund Awards Canada ETF Group Award for Best Group Over
Past Three Years, Bond. Performance for the fund for the period
ended September 30, 2024, is as
follows: 14.39% (1 year), 1.67% (3 years), and 1.17% (since
inception in November 20, 2020).
Commissions, trailing commissions, management fees and expenses
all may be associated with mutual fund and exchange-traded fund
(ETF) investments. Please read the prospectus before investing. The
indicated rates of return are the historical annual compound total
returns net of fees and expenses payable by the fund (except for
figures of one year or less, which are simple total returns)
including changes in security 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. You will usually pay brokerage
fees to your dealer if you purchase or sell units of an ETF on
recognized Canadian exchanges. If the units are purchased or sold
on these Canadian exchanges, investors may pay more than the
current net asset value when buying units of the ETF and may
receive less than the current net asset value when selling
them.
Manulife Funds and Manulife Corporate Class are managed by
Manulife Investment Management Limited. Manulife Investment
Management is a trade name of Manulife Investment Management
Limited. 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 Wealth & Asset Management
As part of Manulife Financial Corporation, Manulife Wealth &
Asset Management provides global investment, financial advice, and
retirement plan services to 19 million individuals, institutions,
and retirement plan members worldwide. Our mission is to make
decisions easier and lives better by empowering people today to
invest for a better tomorrow. As a committed partner to our clients
and as a responsible steward of investor capital, we offer a
heritage of risk management, deep expertise across public and
private markets, and comprehensive retirement plan services. We
seek to provide better investment and impact outcomes and to help
people confidently save and invest for a more secure financial
future. Not all offerings are available in all jurisdictions. For
additional information, please visit manulifeim.com.
SOURCE Manulife Investment Management