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HomeWealth ManagementHow Manulife's Asset Allocation portfolios actively navigate financial dangers

How Manulife’s Asset Allocation portfolios actively navigate financial dangers


As expectations for future monetary market returns get crushed by an ideal storm of financial components, traders will want each alternative out there to reap alpha inside their portfolios. To that finish, in our view, Manulife’s multi-asset portfolios are pushed by a sturdy strategic asset-allocation course of that’s been refined over 20 years. It additionally probably advantages from diversification into asset lessons that many different portfolio managers don’t have entry to, in addition to the power to rapidly reply to market dangers that come up via rebalancing in its opportunistic sleeve.

“Since inception, our asset allocation portfolios have garnered an general four- and five-star rankings from Morningstar1. We’re just about within the high quartile throughout the board,” Robertson says. “By way of our partnership with Dimensional Fund Advisors, our strategic beta ETFs have definitely been an enormous assist over the course of 2022.”

“We predict these symbolize a improbable one-ticket answer for advisors on the lookout for a well-diversified, actively managed portfolio,” Robertson provides. “We have a workforce of 60 funding professionals2 monitoring, rebalancing, and actively managing the portfolio every day. That permits advisors to offer worth added by maintaining purchasers invested and on monitor, with the arrogance that these portfolios might be able to ship the kind of return profile their purchasers are on the lookout for.”

1 Morningstar Rankings: The Star Rankings as of Could 31, 2022 for Collection F for the Funds proven, and the variety of funds inside their classes for every interval are as follows: Manulife Conservative Portfolio throughout the International Fastened Earnings Balanced class: 3-year interval, 626 funds, 4 stars, 5-year interval, 484 funds, 4 stars. Manulife Average Portfolio throughout the International Fastened Earnings Balanced class: 3-year interval, 626 funds, 5 stars, 5-year interval, 484 funds, 5 stars. Manulife Balanced Portfolio throughout the International Impartial Balanced class: 3-year interval, 1,272 funds, 4 stars, 5-year interval, 1,004 funds, 4 stars. Manulife Progress Portfolio throughout the International Fairness Balanced class: 3-year interval, 1,045 funds, 4 stars, 5-year interval, 860 funds, 4 stars. Collection F is mostly designed for traders who’ve a fee-based or wrap account with their seller.  Collection F efficiency is internet of charges and bills.  Advisor Collection can be out there and features a 1.00% trailing fee. The Morningstar Ranking, generally known as the Star Ranking, relates how a fund has carried out on a risk-adjusted foundation towards its Morningstar class friends and is topic to alter each month. Calculations are primarily based on the funds in every Morningstar Class to raised measure fund supervisor ability. Funds are ranked by their Morningstar Threat-Adjusted Return scores with the highest 10% of funds in a class receiving 5 stars, the highest 22.5% receiving 4 stars. A fund within the center 35% receiving 3 stars, a fund within the subsequent 22.5% receiving 2 stars and a fund within the backside 10% receiving 1 star. The general Star Ranking for a fund is a weighted mixture of its 3, 5 and 10 yr rankings. General rankings are adjusted the place a fund has lower than 5 or 10 years of historical past. Please discuss with www.morningstar.ca for better element on the calculation of the Star Rankings. © 2022 Morningstar, Inc. All Rights Reserved. The knowledge contained herein: (1) is proprietary to Morningstar; (2) might not be copied or distributed; and (3) is just not warranted to be correct, full or well timed. Neither Morningstar nor its content material suppliers are answerable for any damages or losses arising from any use of this info. Previous efficiency is not any assure of future outcomes.

2 As of December 31, 2021.

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