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| TSX/NYSE/PSE: MFC | SEHK: 945 |
- Managed by the winner of the 2015 Morningstar Fixed Income Manager of the Year
- A top selling fund with $6.0 billion in assets under management1
- 5 Star Overall Morningstar rated fund is 1st quartile on a 1, 3, 5, and 10 year basis.2
TORONTO, Dec. 16, 2015 /CNW/ - Manulife Investments, a division of Manulife Asset Management Limited (MAML), today celebrated the 10-year anniversary of the Manulife Strategic Income Fund. The Fund covers every major bond sector globally, while consistently adhering to its investment process of managing the four key risks inherent to fixed income investing (interest rate risk, credit risk, foreign currency risk and liquidity risk).
The Fund is actively managed 24 hours a day, six days a week by a global team of fixed income specialists located in Asia, Europe and North America. The Fund has been managed since its inception (November 25, 2005) by lead portfolio manager, Daniel S. Janis III who works with Thomas C. Goggins in Boston. Kisoo Park is based in Hong Kong, and together the three portfolio managers have an average of 29 years of investment experience. The same portfolio investment team also manages Manulife Global Fixed Income Private Trust and Manulife Strategic Investment Grade Global Bond Fund.
"We are proud to celebrate this milestone, and are grateful for the trust and confidence our investors have continued to show in this fund and in our global team," said Derek Saliba, Assistant Vice President, Mutual Fund Product, Manulife Investments. "Working together, Dan and his colleagues have delivered strong and consistent returns despite the volatility and uncertainty experienced across global markets during the last decade."
Annualized Returns (%)
| Fund | Category | Inception date |
1 year |
3 years |
5 years |
10 years |
Since Inception |
Overall Star rating |
| Manulife Strategic Income Fund3 | High Yield Fixed Income |
11/25/2005 | 6.2 | 6.4 | 5.9 | 6.9 | 6.9 | 5 stars |
Performance as at November 30, 2015
Calendar Year Returns (%)
| Fund | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 |
| Manulife Strategic Income Fund3 | 8.1 | 4.5 | 9.1 | 2.0 | 8.6 | 8.8 | 21.1 | -2.6 | 4.3 |
Performance as at November 30, 2015
______________________________
1 Source: IFIC & Morningstar Direct
2 Source: Morningstar Direct as of November 30, 2015
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Manulife Funds are managed by Manulife Investments, a division of Manulife Asset Management Limited.
3Manulife Strategic Income Fund
The Star Ratings, quartile ranking, absolute ranking and the number of funds within its category (High Yield Fixed Income Category) for each period as of November 30, 2015 for Manulife Strategic Income Fund: 1 year period, 4 stars, 1st quartile, ranked 60 out of 414 funds, 3 year period, 4 stars, 1st quartile, ranked 36 out of 249 funds, 5 year period, 4 stars, 1st quartile, ranked 23 out of 117 funds & 10 year period, 5 stars, 1st quartile, ranked 5 out of 44 funds. Fund sales data from IFIC and Morningstar, as of November 30, 2015
For more information, please contact Manulife Customer Service at 1-888-588-7999 or visit www.repsource.ca
About Morningstar
The Morningstar Rating, commonly referred to as the Star Rating, relates how a fund has performed on a risk-adjusted basis against its Morningstar category peers and is subject to change every month. Funds are ranked by their Morningstar Risk-Adjusted Return scores with the top 10% of funds in a category receiving 5 stars, the top 22.5% receiving 4 stars. The Overall Star Rating for a fund is a weighted combination of its 3, 5 and 10 year ratings. Overall ratings are adjusted where a fund has less than 5 or 10 years of history. Please refer to www.morningstar.ca for greater detail on the calculation of the Star Ratings. Quartile and absolute rankings are determined by Morningstar and are as of November 30, 2015. The absolute and quartile ranking shows how well a fund has performed compared to all other funds in its category peer group and are subject to change every month. The quartiles divide the data into four equal regions. The Top 25% of funds are in the first quartile, the next 25% of funds are in the second, and the next group is in the third quartile. The 25% of funds with the poorest performance are in the fourth quartile. © 2015 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
About Manulife Investments
Manulife Investments, a division of Manulife Asset Management Limited, builds on 125 years of Manulife's wealth and investment management expertise in managing assets for Canadian investors. As one of Canada's leading integrated financial services providers, Manulife Investments offers a variety of products and services including segregated fund contracts, mutual funds, annuities and guaranteed interest contracts.
About Manulife Asset Management
Manulife Asset Management is the global asset management arm of Manulife, providing comprehensive asset management solutions for investors. This investment expertise extends across a broad range of public and private asset classes, as well as asset allocation solutions. As at September 30, 2015, assets under management for Manulife Asset Management were approximately C$393 billion (US$294 billion).
Manulife Asset Management's public markets units have investment expertise across a broad range of asset classes including public equity and fixed income, and asset allocation strategies. Offices with full investment capabilities are located in the United States, Canada, the United Kingdom, Japan, Hong Kong, Singapore, Taiwan, Indonesia, Thailand, Vietnam, Malaysia, and the Philippines. In addition, Manulife Asset Management has a joint venture asset management business in China, Manulife TEDA. The public markets units of Manulife Asset Management also provide investment management services to affiliates' retail clients through product offerings of Manulife and John Hancock. John Hancock Asset Management and Declaration Management and Research are units of Manulife Asset Management.
Additional information about Manulife Asset Management may be found at ManulifeAM.com.
About Manulife
Manulife Financial Corporation is a leading international financial services group providing forward-thinking solutions to help people with their big financial decisions. We operate as John Hancock in the United States, and Manulife elsewhere. We provide financial advice, insurance and wealth and asset management solutions for individuals, groups and institutions. At the end of 2014, we had 28,000 employees, 58,000 agents, and thousands of distribution partners, serving 20 million customers. At the end of September 2015, we had $888 billion (US$663 billion) in assets under management and administration, and in the previous 12 months we made more than $23 billion in benefits, interest and other payments to our customers. Our principal operations are in Asia, Canada and the United States where we have served customers for more than 100 years. With our global headquarters in Toronto, Canada, we trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong. Follow Manulife on Twitter @ManulifeNews or visit www.manulife.com or www.johnhancock.com.
SOURCE Manulife Financial Corporation
Media contact:
Bev MacLean
Manulife
416-852-8501
[email protected]
@ManulifeNews
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