Multi-Asset Diversified Strategies
Multi-asset strategy: Strategies that aim to achieve growth and a stable income potential together with diversification benefits
Investment universe1
A growing portion of the global fixed-income market is negative-yielding (trillion US dollar)2
The strategy aims to adopt a differentiated approach of achieving yield, minimising reliance on equity appreciation – primarily seeking yield from fixed income and an option writing strategy.
The option writing strategy generates premiums and aids drawdown management for a better downside-capture profile.
Traditional and non-traditional income sources tend to be less correlated3
Despite their high directional correlations with markets, complementing call and put writing strategies, between themselves, offer uncorrelated income sources4.
Maximize Returns with a Diversified Multi-Asset Investment Strategy
Generate income from traditional and non-traditional assets. Benefit from a broad investment universe. Diversify your investment portfolio via a multi-asset investment solution that provides a flexible and diversified investment strategy blending multiple income sources to maximize your returns.
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Sources:
1. Remark: For illustrative purposes only and subject to change.
2. Bloomberg, as of 31 December 2021.
3. Bloomberg. Correlation coefficient is calculated based on weekly performance from from December 2006 to December 2021. Correlation ranges from +1 (perfect positive correlation) to -1 (perfect negative correlation). Relatively low correlation refers to correlation coefficients equal to or smaller than 0.5, moderate correlation between 0.5 and 0.75 (inclusive), and relatively high correlation above 0.75. Representative indices of each asset class: Global REITs refer to FTSE Nareit Global REIT Index; Preferred Securities refer to ICE BofAML US Fixed Rate Securities Index; Equity option strategies refer to 50% CBOE S&P 500 BuyWrite and 50% CBOE S&P 500 PutWrite Index; IG corporate bond refers to BBgBarc Global IG Corporate Bond Index; HY corporate bond refers to BBgBarc Global High Yield Corp Index; EM bond refers to BBgBarc EM USD Agg Index; Global equities refers to MSCI AC World Index.
4. Manulife Investment Management.
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