Page load started at:
Print
Repsource > Products > Investments > Mutual Funds > Overview

Investing done differently

Manulife Mutual Fund Summits

 

Summary of Key Messages

The information below will highlight some of the key takeaways our portfolio managers touched on last week and we have also included links to the materials below:


SEARCHING FOR YIELD AROUND THE GLOBE:

MANULIFE YIELD OPPORTUNITIES FUND

  •  Manulife Yield Opportunities Fund offers investors a "go anywhere" mandate with broad exposure to a diversified and tactically managed portfolio of yield-oriented asset classes.
  • Its investment style is comprised of both a top down and bottom up approach.  Using top-down to assess the relative opportunities in the fixed income and equity space, then couple that with a bottom-up approach to allocate with the best opportunities from a risk-reward perspective.
  • Overall, Manulife Yield Opportunities Fund presents itself as a core holding, which can potentially increase income in a portfolio by offering a diversified exposure to a broad range of yield-oriented asset classes.

 

Additional Resources: Manulife Yield Opportunities Fund

 


A GLOBAL PERSPECTIVE ON INVESTING:

MANULIFE GLOBAL EQUITY CLASS

  • A global equity portfolio with maximum flexibility utilizing Mawer's proven “boring” philosophy and process
  • High Active-Share with low turnover focusing on long-term results
  • Positioned to be resilient in a variety of different market environments

 

Additional Resources: Manulife Global Equity Class

 

MANULIFE WORLD INVESTMENT CLASS

  • Non-North American mandate investing primarily in European and Asian companies with stable and recurring revenues
  • Positioned to help mitigate volatility and protect capital with growth potential during steadier times
  • Holdings are diversified by industry, country, and region and may benefit from a variety of market conditions

 

Additional Resources: Manulife World Investment Class

 

MANULIFE GLOBAL UNCONSTRAINED BOND FUND AND MANULIFE FLOATING RATE INCOME FUND

  • The managers utilize a fundamental, bottom-up approach to security selection and portfolio construction. The analysis focuses on the assessment of an issuer’s financial position, operations, competitive advantage and depth of management
  • Fully unconstrained, which allows the managers to explore all asset classes and credit qualities of the fixed income universe, to uncover and deploy their "best ideas" for investors
  • Active currency overlay
  • Exposure to floating rate loans in a rising-rate environment. Let experienced portfolio managers make the floating rate trade on your behalf, in the context of a diversified fixed-income portfolio.

 

Additional Resources: Manulife Global Unconstrained Bond Fund

 

Additional Resources: Manulife Floating Rate Income Fund

 

GLOBAL FIXED INCOME INVESTING:

MANULIFE STRATEGIC INCOME FUND

  • The team considers themselves risk managers first and foremost, that manage a global bond fund
  • The team focuses on the management of 4 key risks to the portfolio: Credit, Liquidity, Interest Rate and Currency.
  • The fund is managed 24-hours a day, 6 days a week with discretionary portfolio managers in Hong Kong, London and Boston. With the breadth and depth of Manulife Asset Management globally and investment professionals available in 10 Asian markets, we truly believe this is a fund that cannot be easily replicated.
  • It is their view that while risks to their outlook for continued improvement in global growth remain, such as a recent slowing in Europe, rising protectionism and political uncertainty in many developed and emerging markets, they do not feel there is a systemic risk that will push the global economic environment into a recession.
  • They will continue to embrace and selectively add to credit risk in the fund, recognizing that sector, quality and issuer selection are more important factors today than they were earlier in the credit cycle. They will look for opportunities to add risk in both fixed income and currency markets, albeit on the margin, in the coming weeks and months, but will be selective and patient in doing so.

 

Additional Resources: Manulife Strategic Income Fund

 

Videos


Terry Carr video
Transcript

Portfolio Manager
Terry Carr

 

Terry Carr video

Portfolio Manager
Terry Carr

Page load started at: