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Repsource > Tools & Illustrations > Illustrations > Asset Allocation Investor Profile Questionnaire

Manulife Asset Allocation Portfolios: Sophisticated Made Simple banner

Help determine which portfolio is right for you

Your age, your investment time horizon and how you feel about risk will help to determine your investor profile. Once you know your profile, you can then work with your advisor to select investments that will help you achieve your financial goals. Please fill out this Investor Profile Questionnaire with your advisor to generate a customized Investment Policy Statement to identify which Manulife Asset Allocation Portfolio might be right for you.

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Sophisticated made simple

Manulife Asset Management’s Portfolio Solutions Group (PSG): Access to asset allocation from Manulife Asset Management's Portfolio Solutions Group, a team that manages over CA $ 147 billion in asset allocation portfolios around the globe (as at December 31, 2016).
Investment expertise: Quality investment management from Manulife Asset Management, Mawer Investment Management Limited, Dimensional Fund Advisors Canada ULC and Brookfield Investment Management Inc., all in one easy-to-access portfolio.

Complete solutions for clients who prefer a disciplined approach: Manulife Asset Allocation Portfolios consists of four fully diversified, actively managed 'fund-of-funds'' investment portfolios, that include exchange-traded funds (ETFs).

Each Portfolio is designed for a specific risk tolerance and return objective. They're simple to understand, easy to buy, and provide access to some of the most popular investment strategies that Manulife Investments offers in a single, one-ticket solution.
Choice: Four portfolio options that each offer a diversified mix of fixed income and equity investments to correspond to your individual investor needs. The Portfolios are available on the mutual fund and the segregated fund platforms.

Manulife Asset Allocation Portfolios are available in two distinct investment options – mutual fund trusts and segregated fund solutions. Manulife Conservative Portfolio - Fixed Income: 80% Equity: 20%. Manulife Moderate Portfolio - Fixed Income: 65% Equity: 35%. Manulife Balanced Portfolio - Fixed Income: 45% Equity: 55%. Manulife Growth Portfolio - Fixed Income: 30% Equity: 70%

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