C$ unless otherwise stated
TORONTO, Nov. 10,
2023 /CNW/ - Manulife Investment Management announced
today it was recognized, for the eleventh consecutive year, by the
2023 LSEG Lipper Fund Awards, winning one LSEG Lipper Fund Award,
one LSEG Lipper ETF Award and one LSEG Lipper ETF Group Award in
the following classifications.
- LSEG Lipper Fund Awards Canada 2023 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 2023 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 Fund Awards Winner Canada 2023, Best Equity ETF
Group Over Three Years. This group award was based on risk-adjusted
performance for the following Manulife ETFs - also managed by our
subadvisor Dimensional Fund Advisors Canada ULC:
- Manulife Multifactor Canadian Large Cap Index ETF (MCLC)
- Manulife Multifactor Emerging Markets Index ETF (MEME.B)
- Manulife Multifactor Developed International Index ETF - Hedged
Units (MINT)
- Manulife Multifactor U.S. Large Cap Index ETF - Hedged Units
(MULC)
- Manulife Multifactor U.S. Small Cap Index ETF - Unhedged Units
(MUSC.B)
- Manulife Multifactor U.S. Mid Cap Index ETF - Hedged Units
(MUMC)
"We are excited to receive recognition from the LSEG Lipper
Funds this year and I applaud the work of the investment teams on
this meaningful achievement and demonstration of resilience and
risk-adjusted returns in their respective categories," said
Leo Zerilli, head of Manulife
Investment Management, Canada.
"These awards reinforce our approach to bringing best-in-class
managers to investors' portfolios."
The awards are based on LSEG Lipper's proven proprietary
methodology and the merit of the winners is based on objective,
quantitative criteria - the Lipper Leaders Rating for Consistent
Return. Individual classifications of three, five, and 10-year
periods, as well as fund families with high average scores for the
three-year period, are also recognized.
Jordy Chilcott, head of retail
intermediary distribution, Canada,
Manulife Investment Management added, "Demonstrated long-term
performance is perhaps the most important component of a resilient
portfolio. With many unknowns in the current market environment, we
are pleased to share the funds that have outperformed peers."
For more information on the detailed performance and legal
disclaimer about these funds, please visit our Lipper Fund
Awards page.
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.
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.
Manulife Fundamental Balanced Class - series FT6 was awarded the
2023 Lipper Fund Award in the Canadian Equity Balanced category for
the 10-year period out of a total of 45 funds ending July 31, 2023. Performance for the fund for the
period ended October 31, 2023, is
6.24% (1 year), 8.40% (3 years), 8.49% (5 years), 7.76% (10 years),
and 8.25% (since inception on August 9,
2012). The corresponding Lipper Leader ratings of the fund
for the same period are as follows: N/A (1 year), 5 (3 years) [355
funds], 5 (5 years) [308 funds], 5 (10 years) [209 funds].
Manulife Multifactor Developed International Index ETF - Hedged
Units was awarded the 2023 Lipper ETF Award in the International
Equity category for the 5 year period out of a total of 23 funds
ending July 31, 2023. Performance for
the fund for the period ended October 31,
2023, is 14.24% (1 year), 12.98% (3 years), 7.33% (5 years),
and 6.04% (since inception on April 10,
2017). The corresponding Lipper Leader ratings of the fund
for the same period are as follows: N/A (1 year), 5 (3 years) [676
funds], 5 (5 years) [578 funds].
Manulife Multifactor Canadian Large Cap Index ETF (MCLC) was
awarded the 2023 Refinitiv Lipper Fund Awards Canada ETF Group
Award for Best Group Over Past Three Years, Equity. Performance for
the fund for the period ended October 31,
2023, is as follows: 1.26% (1 year), 13.41% (3 years), 8.48%
(5 years), and 6.24% (since inception in April 10, 2017).
Manulife Multifactor Emerging Markets Index ETF (MEME.B) was
awarded the 2023 Refinitiv Lipper Fund Awards Canada ETF Group
Award for Best Group Over Past Three Years, Equity. Performance for
the fund for the period ended October 31,
2023, is as follows: 13.20% (1 year), 1.07% (3 years), and
2.00% (since inception in December 4,
2018).
Manulife Multifactor U.S. Large Cap Index ETF (MULC) was awarded
the 2023 Refinitiv Lipper Fund Awards Canada ETF Group Award for
Best Group Over Past Three Years, Equity. Performance for the fund
for the period ended October 31, 2023
is as follows: 4.99% (1 year), 8.25% (3 years), 8.18% (5 years),
and 8.40% (since inception in April 17,
2017).
Manulife Multifactor U.S. Small Cap Index ETF (MUSC.B) was
awarded the 2023 Refinitiv Lipper Fund Awards Canada ETF Group
Award for Best Group Over Past Three Years, Equity. Performance for
the fund for the period ended October 31,
2023, is as follows: -0.79% (1 year), 8.68% (3 years), 5.44%
(5 years), and 5.04% (since inception in November 27, 2017).
Manulife Multifactor U.S. Mid Cap Index ETF (MUMC) was awarded
the 2023 Refinitiv Lipper Fund Awards Canada ETF Group Award for
Best Group Over Past Three Years, Equity. Performance for the fund
for the period ended October 31,
2023, is as follows: -3.35% (1 year), 5.43% (3 years), 5.57%
(5 years), and 5.38% (since inception in April 10, 2017).
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.
SOURCE Manulife Investment Management