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TORONTO, Feb. 7, 2025 /CNW/ - Manulife Investment Management, a company of Manulife Wealth & Asset Management, announced today that Fundata Canada has recognized 34 of its funds, including 23 segregated funds, 7 mutual funds and 4 ETFs for earning FundGrade A+® Ratings. Manulife Investment Management has received recognition from Fundata Canada for 13 consecutive years – every year since the awards' debut in 2012.
The FundGrade A+® Award is given annually to investment funds and managers who have shown consistent, outstanding, risk-adjusted performance incorporating up to10 years of history. Achieving a FundGrade A+® Rating is a distinction for these funds as the honour is considered objective and independent based on Fundata's criteria and ratings system.
"We are excited to share this accolade for a combined total of 34 Manulife Investment Management funds which we feel will help investors build more resilient portfolios as a result of consistent performance over the long-term," said Jordy Chilcott, Head of Retail Intermediary Distribution, Manulife Investment Management, Canada. "As a result of the strong convictions and expertise of the investment and product teams that helped to achieve the recognition for these funds, we are grateful to them for their work and we are thrilled to be recognized again by Fundata. We will continue to bring diverse investment options to our clients across asset classes to help people invest for their future savings goals."
The following Manulife segregated funds, mutual funds and ETFs were awarded Fundata's FundGrade A+® rating:
Segregated Funds* | FundGrade start date | FundGrade | Fund count | 1Y return | 3Y return | 5Y return | 10Y return | Total return | Inception date |
Canadian Dividend & Income Equity category | | | | | | | | | |
Manulife Smart Dividend ETF GIF Select** | 12/31/2021 | 12/31/2024 | 30 | 13.15 | 5.76 | — | — | 5.22 | 9/13/2021 |
Manulife Smart Dividend ETF Private Segregated | 12/31/2021 | 12/31/2024 | 30 | 13.57 | 6.09 | — | — | 5.55 | 9/13/2021 |
Canadian Equity category | | | | | | | | | |
Manulife Canadian Equity Private Segregated Pool | 12/31/2014 | 12/31/2024 | 64 | 15.75 | 7.74 | 10.47 | 8.73 | 8.96 | 10/6/2014 |
Canadian Focused Equity category | | | | | | | | | |
Manulife Fundamental Equity GIF | 12/31/2014 | 12/31/2024 | 67 | 17.84 | 7.77 | 11.32 | 9.09 | 7.4 | 1/26/2004 |
Manulife Ideal Canadian Equity Fund | 12/31/2014 | 12/31/2024 | 67 | 17.37 | 6.98 | 10.45 | 8.06 | 9.36 | 12/12/2012 |
Manulife RetirementPlus Fundamental Equity | 12/31/2014 | 12/31/2024 | 64 | 18.11 | 8.03 | 11.59 | 9.36 | 9.88 | 10/28/2013 |
Global Equity category | | | | | | | | | |
Manulife Climate Action GIF Select** | 12/31/2021 | 12/31/2024 | 148 | 24.14 | 7.28 | — | — | 10.82 | 5/25/2021 |
Manulife Climate Action Private Segregated Pool** | 12/31/2021 | 12/31/2024 | 148 | 24.78 | 7.81 | — | — | 11.35 | 5/25/2021 |
Manulife Global Equity Private Segregated Pool | 12/31/2014 | 12/31/2024 | 148 | 9.34 | 3.61 | 7.91 | 9.17 | 9.84 | 10/6/2014 |
Canadian Equity Balanced category | | | | | | | | | |
Manulife Fundamental Balanced Class GIF Select** | 12/31/2020 | 12/31/2024 | 81 | 13.78 | 5.94 | — | — | 9.4 | 5/4/2020 |
Manulife Fundamental Balanced Class Private | 12/31/2020 | 12/31/2024 | 81 | 14.07 | — | — | — | 12.43 | 2/21/2023 |
Canadian Fixed Income Balanced category | | | | | | | | | |
Manulife Simplicity Moderate Portfolio GIF | 12/31/2014 | 12/31/2024 | 66 | 8.75 | 1.24 | 3.11 | 3.32 | 3.29 | 12/26/2000 |
Global Fixed Income Balanced category | | | | | | | | | |
Manulife Balanced Income Portfolio GIF Select | 12/31/2014 | 12/31/2024 | 58 | 10.56 | 1.94 | 4.19 | 4.42 | 5.26 | 10/2/2009 |
Manulife Moderate Portfolio GIF Select** | 12/31/2017 | 12/31/2024 | 58 | 9.13 | 1.53 | 3.22 | — | 3.16 | 5/19/2017 |
Manulife Moderate Private Segregated Portfolio** | 12/31/2017 | 12/31/2024 | 58 | 9.47 | 1.86 | 3.55 | — | 4.52 | 11/29/2018 |
Manulife Canadian Growth & Income Private | 12/31/2015 | 12/31/2024 | 81 | 12.06 | 4.44 | 6.29 | — | 6.05 | 8/24/2015 |
Manulife Ideal Balanced Fund | 12/31/2014 | 12/31/2024 | 102 | 12.92 | 4.53 | 6.72 | 5.13 | 3.41 | 10/10/2000 |
Manulife Ideal Core Plus Bond Fund | 12/31/2014 | 12/31/2024 | 63 | 3.37 | -1.69 | -0.2 | — | 0.49 | 5/17/2016 |
Manulife Monthly High Income GIF | 12/31/2014 | 12/31/2024 | 102 | 17.99 | 4.24 | 6.35 | 5.31 | 7.6 | 12/26/2000 |
Canadian Neutral Balanced category | | | | | | | | | |
Manulife Canadian Balanced Private Segregated Pool | 12/31/2014 | 12/31/2024 | 102 | 18.15 | 4.41 | 6.42 | 5.34 | 5.64 | 10/6/2014 |
Global Neutral Balanced category | | | | | | | | | |
Manulife Strategic Balanced Yield GIF | 12/31/2014 | 12/31/2024 | 152 | 12.23 | 3.09 | 4.76 | 5.96 | 6.02 | 9/19/2014 |
Manulife U.S. Balanced Private Segregated Pool | 12/31/2014 | 12/31/2024 | 152 | 11.59 | 4.46 | 6.09 | 6.12 | 6.62 | 10/6/2014 |
Manulife Global Balanced Private Segregated Pool | 12/31/2014 | 12/31/2024 | 152 | 7.22 | 1.67 | 5.08 | 6.49 | 6.91 | 10/6/2014 |
Manulife Global Monthly High Income GIF Select** | 12/31/2014 | 12/31/2024 | 102 | 18.58 | 3.48 | 9.3 | 7.42 | 7.1 | 10/7/2013 |
Manulife Global Monthly High Income Private | 12/31/2014 | 12/31/2024 | 102 | 18.87 | 3.71 | — | — | 5.62 | 5/25/2021 |
Manulife Global Strategic Balanced Yield GIF Select | 12/31/2014 | 12/31/2024 | 152 | 12.23 | 3.09 | 4.76 | 5.96 | 6.02 | 9/19/2014 |
Multi-Sector Fixed Income category | | | | | | | | | |
Manulife Corporate Fixed Income Private Segregated | 12/31/2014 | 12/31/2024 | 13 | 7.52 | 1.68 | 2.49 | 2.95 | 2.83 | 10/6/2014 |
Tactical Balanced category | | | | | | | | | |
Manulife Ideal Tactical Income Fund | 12/31/2014 | 12/31/2024 | 21 | 14.26 | 6.06 | 7.79 | — | 6.59 | 5/17/2016 |
| | | | | | | | | |
Mutual Funds*** | FundGrade start date | FundGrade | Fund count | 1Y return | 3Y return | 5Y return | 10Y return | Total return | Inception date |
Canadian Equity Balanced category | | | | | | | | | |
Manulife Fundamental Balanced Class | 12/31/2014 | 12/31/2024 | 52 | 14.42 | 6.39 | 8.59 | 7.22 | 7.41 | 3/22/2012 |
Canadian Equity category | | | | | | | | | |
Manulife Canadian Equity Private Pool | 12/31/2014 | 12/31/2024 | 158 | 16.19 | 8.14 | 10.86 | 9.12 | 9.86 | 12/14/2012 |
Canadian Focused Equity category | | | | | | | | | |
Manulife Fundamental Equity Fund | 12/31/2014 | 12/31/2024 | 70 | 19.00 | 8.81 | 12.37 | 10.12 | 8.86 | 8/26/2003 |
Tactical Balanced category | | | | | | | | | |
Manulife Tactical Income Fund | 12/31/2014 | 12/31/2024 | 56 | 14.51 | 6.30 | 8.03 | 6.10 | 4.65 | 7/6/2007 |
Canadian Neutral Balanced | | | | | | | | | |
Manulife Canadian Growth and Income Private Trust | 12/31/2015 | 12/31/2024 | 55 | 12.35 | 4.70 | 6.53 | — | 5.68 | 8/10/2015 |
Manulife Canadian Balanced Private Pool | 12/31/2014 | 12/31/2024 | 55 | 18.51 | 4.71 | 6.71 | 5.64 | 7.30 | 12/14/2012 |
Global Neutral Balanced | | | | | | | | | |
Manulife Global Monthly High Income Fund | 12/31/2014 | 12/31/2024 | 224 | 18.90 | 3.72 | 9.49 | 7.58 | 8.01 | 8/19/2011 |
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ETFs**** | FundGrade start date | FundGrade | Fund count | 1Y return | 3Y return | 5Y return | 10Y return | Total return | Inception date |
Canadian Equity category | | | | | | | | | |
Manulife Multifactor Canadian Large Cap Index ETF (MCLC) | 12/31/2017 | 12/31/2024 | 158 | 21.35 | 10.57 | 11.55 | — | 9.52 | 4/17/2017 |
Canadian Fixed Income category | | | | | | | | | |
Manulife Smart Core Bond ETF (BSKT) | 12/31/2020 | 12/31/2024 | 137 | 4.74 | 0 | — | — | -0.34 | 11/25/2020 |
Canadian Corporate Fixed Income category | | | | | | | | | |
Manulife Smart Corporate Bond ETF (CBND) | 12/31/2020 | 12/31/2024 | 36 | 7.12 | 1.68 | — | — | 1.38 | 11/25/2020 |
Canadian Short Term Fixed Income | | | | | | | | | |
Manulife Smart Short-Term Bond ETF (TERM) | 12/31/2020 | 12/31/2024 | 86 | 7.37 | 3.06 | — | — | 2.19 | 11/25/2020 |
*Segregated fund performance shown for Manulife GIF Select InvestmentPlus, MPIP Segregated Pools, Manulife Guaranteed Investment Funds (GIF) and Manulife RetirementPlus funds are for the front-end sales charge. For Ideal funds, the performance shown is for the no-load sales charge. Performance for the winning segregated funds is for the period ending December 31, 2024. The Manulife RetirementPlus and Manulife Ideal segregated fund contracts are no longer open to new deposits effective October 2022. Refer to the price and performance tool to learn more about the underlying funds available in active contracts.
** The Fundgrade A+ award applies to an entire fund family, including every segregated fund product and series where a fund is available. This fund has been listed twice to highlight that it is available in both GIF Select and MPIP Segregated Pools contracts.
*** Mutual fund performance shown is for advisor series. Performance for the winning mutual funds is for the period ending December 31, 2024.
**** Performance for the winning ETFs is for the period ending December 31, 2024.