Manulife Investment Management Announces New Mutual Fund Bundle: Manulife’s Smart Balanced Dividend ETF Bundle
January 11, 2022
Toronto – Manulife Investment Management is introducing Manulife Smart Balanced Dividend ETF Bundle available both on the mutual fund and segregated fund platforms. This bundle builds on Manulife Investment Management’s Exchange Traded Funds (ETF) lineup, offering investors and advisors another opportunity to diversify portfolios at an attractive price, while providing greater access, choice, and flexibility.
“We recognize that in order to make life better for advisors and investors, we need solutions designed not only to perform well but offer choice and flexibility in how they’re incorporated into an investor’s portfolio” says Yanic Chagnon, Head of Investment Product, GWAM Canada. “The Manulife Smart Balanced Dividend ETF Bundle provides just that.”
The mutual fund version and the segregated fund version of the bundle have been available for purchase since November 11, 2021 and November 22, 2021, respectively. The Canadian ETF industry has grown 20% per year for the last 10 years[1], and this bundle provides an alternative vehicle for investors to enter the increasingly popular industry.
This bundle[2]is comprised of these actively managed exchange-traded funds (ETFs):
Ticker
Allocation
Manulife Smart Dividend ETF
TSX: CDIV
30%
Manulife Smart U.S. Dividend ETF (unhedged)
TSX: UDIV.B
30%
Manulife Smart Corporate Bond ETF
TSX: CBND
40%
Manulife Investment Management is always looking to expand its lineup to meet the growing and diverse needs of investors. The ETFs showcase our active management capabilities and commitment to offering investors investment options at different price points.
Manulife ETFs are managed by Manulife Investment Management Limited. Commissions, management fees and expenses all may be associated with ETFs. Please read the ETF Facts and prospectus before investing. ETFs are not guaranteed, their values change frequently and past performance may not be repeated.
The Manufacturers Life Insurance Company is the issuer of insurance contracts containing Manulife segregated funds and the guarantor of any guarantee provisions therein. Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value. Manulife Investment Management is a trade name of The Manufacturers Life Insurance Company.
Views and opinions are subject to change without notice. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Manulife Investment Management does not provide investment, legal or tax advice, and you are encouraged to consult your own lawyer, accountant, or other advisor before making any financial decision.
Manulife Funds are managed by Manulife Investment Management Limited. Manulife Investment Management is a trade name of Manulife Investment Management Limited. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts as well as the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Manulife Investment Management is a trade name of The Manufacturers Life Insurance Company. The Manufacturers Life Insurance Company (Manulife) is the issuer of the GIF Select insurance contract, and the Manulife Private Investment Pools - MPIP Segregated Pools (MPIP Segregated Pools) insurance contract and the guarantor of any guarantee provisions therein.
To speak with Manulife Investment Management about segregated funds, call 1-888-790-4387.
Manulife, Manulife Investment Management, Stylized M Design, and Manulife Investment Management & Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.
About Manulife Investment Management
Manulife Investment Management is the global brand for the global wealth and asset management segment of Manulife Financial Corporation. We draw on more than a century of financial stewardship and the full resources of our parent company to serve individuals, institutions, and retirement plan members worldwide. Headquartered in Toronto, our leading capabilities in public and private markets are strengthened by an investment footprint that spans 18 geographies. We complement these capabilities by providing access to a network of unaffiliated asset managers from around the world. We’re committed to investing responsibly across our businesses. We develop innovative global frameworks for sustainable investing, collaboratively engage with companies in our securities portfolios, and maintain a high standard of stewardship where we own and operate assets, and we believe in supporting financial well-being through our workplace retirement plans. Today, plan sponsors around the world rely on our retirement plan administration and investment expertise to help their employees plan for, save for, and live a better retirement.
As of September 30, 2021, Manulife Investment Management’s assets under management and administration, including assets managed for Manulife’s other segments, totaled CAD $1.1 trillion (US $835 billion). Not all offerings are available in all jurisdictions. For additional information, please visit manulifeim.com.
About Manulife
Manulife Financial Corporation is a leading international financial services provider that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we provide financial advice and insurance, operating as Manulife across Canada, Asia, and Europe, and primarily as John Hancock in the United States. Through Manulife Investment Management, the global brand for our global wealth and asset management segment, we serve individuals, institutions and retirement plan members worldwide. At the end of 2020, we had more than 37,000 employees, over 118,000 agents, and thousands of distribution partners, serving over 30 million customers. As of September 30, 2021, we had CAD$1.4 trillion (US$1.1 trillion) in assets under management and administration, and in the previous 12 months we made CAD$31.6 billion in payments to our customers.
Our principal operations are in Asia and Canada, and the United States, where we have served customers for more than 155 years. We trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong. Not all offerings are available in all jurisdictions. For additional information, please visit manulife.com
This communication is not and under no circumstances is to be construed as an invitation to make an investment in the Manulife Real Asset Investment Fund (the “Fund”), nor does it constitute a public offering to sell the securities of the Fund. The offering of units of the Fund is made pursuant to its Confidential Offering Memorandum only to those investors in certain jurisdictions of Canada who meet certain eligibility requirements. Applications for investment in the Fund will only be considered on the terms set out in the Confidential Offering Memorandum, a copy of which can be obtained from us.
Eligible investors should review the Confidential Offering Memorandum carefully before deciding to purchase units and should note that alternative investments can involve significant risks. The Fund is not guaranteed, its values may change frequently and past performance may not be repeated. This document is intended for general information only. It should not be construed as legal, accounting, tax, or specific investment advice. The information contained herein is subject to change without notice and Manulife Investment Management Limited and its affiliates make no representation or warranty as to the accuracy of this information and assume no responsibility for reliance upon it.