Manulife is where Alpha & Gamma meet
Your little voice knows that strong undercurrents are reshaping our industry requiring you to reposition your value to your clients. With downward pressure on fees and lower expectations for performance, there’s even more reason to focus on gamma.
The discipline imposed on investors by advisors, and increased levels of savings are key to improved asset values.1
In other words, you’re not just helping your clients by managing their portfolio but helping them make their decisions easier – so they are more confident in their choices. Backed by the resources and expertise of Manulife, you can provide your clients with investment solutions across asset classes, geographies and a wide range of investment approaches. You can tap into advanced tax and estate planning strategies, guidance for navigating the markets, and insight into what’s driving your clients’ behavior especially during volatile times.
Delivering on Alpha
Regardless of your client’s goals, and whether they are seeking an individual fund to play a role in their portfolio or a holistic investment solution, Manulife makes it easy for you to find what they need.
In 2018, four Manulife funds received prestigious Lipper Fund Awards. You’ll also find a large selection of 4 and 5-star funds (as ranked by Morningstar) in every fund category in the Star Performers tool. The complete list of top performing funds makes it easy for you to recommend funds and customize reports for your clients’ needs. You can also explore our featured funds below.
Managed by the Manulife Value Equity team, Manulife Dividend Income Plus Fund* takes a proven, well-diversified approach to active management, emphasizing a low correlation of business risks and diversified sources of alpha. The result is a high-active-share portfolio that has consistently demonstrated its ability to outperform the benchmark.
While the fund emphasizes dividend-paying companies, it has no minimum yield requirement, meaning the fund managers have the flexibility to shift to non-dividend payers positioned for growth during the tightening part of the cycle.
What does this mean for your clients? They can lean on the proven investment strategies of a team that has over $19 Billion in assets (as of December 2018) and their flexibility to navigate through different market cycles.
*Also available in corporate classLEARN MORE
A winner of the 2018 Lipper Award in the Global Fixed Income Balanced Category (3-year period), Manulife Yield Opportunities Fund provides investors with an income-oriented investment strategy that seeks to balance a consistent income stream with prudent risk management. The fund blends a wide range of fixed income assets with dividend-paying equities to provide investors with a compelling risk-adjusted income profile.
What does this mean for your clients? They shouldn’t have to take on more risk in search of higher income. The fund aims to deliver a consistent income stream so you can help them retire. And help them stay retired.LEARN MORE
Over the next decade, it is anticipated that $1.1 trillion will be transferred between generations2. Theoretically if an Advisor doesn’t have a relationship with their clients’ family, 94%2 of these assets could leave them when funds are passed on to a client’s spouse and then to their children.
Manulife Segregated Fund Products make it easy to discuss estate planning with your clients and their families. It gives you the opportunity to bring your clients’ children and spouses to the table before it’s too late.
Segregated Funds can offer your clients all the benefits of Manulife’s strong mutual fund platform along with estate planning advantages and potential creditor protection. They can be an ideal solution for clients who want to ensure that their beneficiaries will receive funds quickly, privately and with the ability to bypass estate fees. So you can help protect your clients’ estates and safe-guard their wealth for generations.LEARN MORE
Manulife Asset Allocation Portfolios enable you to outsource the investment management portion of your business for some or all of your clients so you can focus on better meeting your clients’ needs for tax and estate planning, their income needs and behavioural coaching through market cycles.
Four actively managed portfolios give your clients access to many of our most popular mutual funds and ETFs in a convenient all-in-one solution so you have more time to do what you do best – help your clients. They include an opportunistic sleeve that the Asset Allocation Team uses to implement shorter-term views and take advantage of opportunities in the market. Manulife Asset Allocation Portfolios are available in Mutual Funds and Segregated Funds, including the Manulife Private Investment Pools for your higher net worth clients.LEARN MORE
Invest in the future – robotics, health, clean water and more. Manulife Global Thematic Opportunities Fund aims to identify companies that will succeed in the future by focusing on the structural forces shaping our world: megatrends.
The fund is sub-advised by Pictet Asset Management, a pioneer in thematic investing, using a proprietary investment process developed and refined over 20 years. The Global Thematic Opportunities Fund can be implemented as a ready-made alternative or as a complement to a traditional global equity portfolio.LEARN MORE
The majority of ETFs are passively managed3, seeking to track conventional indexes. In contrast, Manulife ETFs employ a multifactor approach that combines the objectives of both active and passive management, making them an attractive alternative for investors seeking low-cost, diversified equity exposure.
Manulife selected Dimensional Fund Advisors4 , a pioneer in multifactor investing and one of the most well-respected money managers in the field today. Their scientific approach to investing is rooted in a tremendous history of academia.LEARN MORE
Tools and resources to support your business
Packed with industry insight, thought leadership, sales concepts and practice management articles, this publication provides thought-provoking insights you can share with clients to build stronger relationships.Read more
Our quarterly report provides an outlook on capital markets: identifying trends, opportunities and risks. It gives meaning to metrics in key markets for Canadian investors including Canadian Equities, U.S. Equities, International Equities and Fixed Income.Read more
These insightful and lively podcasts are hosted by Philip Petursson, Chief Investment Strategist, Manulife Investments. Designed to give you access to ideas and insights from a range of market experts. It helps you analyze and interpret the economy and markets.Read more