Manulife Global Semiconductor Opportunities Equity Feeder Fund

Semiconductors are the ultimate enablers shaping our future world. They sit at the heart of computers, smartphones, medical devices, and cars. Their ability to control electrical currents makes modern digital technology possible. By integrating millions (and now billions) of transistors on a single chip, semiconductors allow devices to become smaller, faster, and more energy-efficient, enabling systems to process massive amounts of data quickly and securely.

Advancements in semiconductors have been a key driver in technological breakthroughs over the past decades. They haven’t just improved computers — they’ve reshaped entire industries and societies. Every major technological breakthrough of the past decades, from the internet to AI, has been enabled by progress in semiconductor science and manufacturing. This shows that they have a huge potential to remain the backbone of innovation, driving the next wave of breakthroughs in sustainability, healthcare, and digital transformation.

 

This fund is concentrated in high‑growth areas of technology, with a strong emphasis on semiconductors and the broader artificial intelligence value chain. Between 70–100% of assets are allocated to semiconductor investments (high‑growth semiconductor companies with disruptive technologies, innovative products, or transformative business models, spanning from equipment manufacturers, materials providers, fabless designers, foundries, and as well as assembly and testing firms).⁷

 

Over the past decade, semiconductor stocks have consistently delivered stronger returns than both the Nasdaq-100 and the S&P 500, driven by explosive demand for chips in AI, cloud computing, smartphones, and electric vehicles. This long-term outperformance highlights semiconductors as one of the most powerful growth engines in global markets.