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Investing. Do it different.

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 THEMATIC OPPORTUNITIES FUND

  • High-conviction fund that doesn’t look like the benchmark. An unconstrained, actively managed and focused approach adds diversification within a global equity allocation through a universe beyond standard global indices.
  • The Fund aims to achieve capital growth by investing mainly in equities of companies that benefit from global long-term market themes. These themes are resulting from secular changes in economic and social factors such as demographics, lifestyle, regulations or the environment.
  • The GTO Fund gives access to the best ideas of the Thematic Equities Team at Pictet Asset Management through a concentrated and actively managed portfolio of 50-70 stocks.
  • The portfolio is unconstrained by region, sector, sizes* or themes

 

Additional Resources: Manulife Global Thematic Opportunities Fund

 


AN ACTIVE APPROACH TO DIVIDEND INVESTING:

MANULIFE DIVIDEND INCOME FUND AND MANULIFE DIVIDEND INCOME PLUS FUND

  • The Manulife Value Equity Team views the portfolio as a conglomerate business where each stock holding represents a division of the overall conglomerate. The objective is to build a portfolio of businesses that together create business value faster than the benchmark. Each division or stock plays a critical role in contributing to the characteristics of the portfolio.
  • The focus is on creating a portfolio that exhibits high and stable profitability with a visible return profile, an attractive valuation and minimal financial leverage. Portfolio risk is partially managed by a diligent focus on fundamental business risk diversification (properly diversified earnings sources) such that any single business event would have a very limited impact on the overall portfolio.

 

Additional Resources: Manulife Dividend Income Fund

 

Additional Resources: Manulife Dividend Income Plus Fund

 

Videos


Terry Carr video
Transcript

Portfolio Manager
Terry Carr

 

Terry Carr video

Portfolio Manager
Terry Carr

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