Manulife Monthly High Income Fund

As we approach the end of another business cycle, Canadian investors face some of the most challenging conditions seen over the past decade, including:

  • Protecting capital in volatile markets
  • Generating growth and income without taking on additional risk in an uncertain, low yield environment

Traditional solutions to these challenges have come in the form of conservative investments, which could limit return potential and ability to achieve long term investment goals or require investors to take on additional risks to stretch for performance; these additional risks could prove troublesome if markets head towards a down turn.

Manulife offers a different solution to help investors prepare for the future: The Manulife Monthly High Income Fund (the “Fund”) led by Alan Wicks and the Manulife Value Equity Team. Built from the bottom up, with a fundamental value-based approach to security selection; the Fund has performed well over a number of market cycles – outperforming 97% of its peer group over a 21-year period.* Now that’s different.

Performance for Manulife Monthly High Income Fund Advisor Series over a 21 year period*:

Performance as of March 31, 2019 – Advisor Series
(INCEPTION DATE September 30, 1997)
1 Year3 Year5 Year10 Year15 Year20 Year21 Year

Manulife Monthly High Income Fund

4.75%

5.22%

6.18%

9.18%

6.60%

9.27%

8.52%

Canadian Neutral Balanced Category

4.41%

5.15%

4.16%

6.74%

4.74%

4.94%

4.79%

Outperformance

0.35%

0.07%

2.03%

2.44%

1.86%

4.34%

3.73%

Percentage of Peers Beaten

59%

57%

94%

93%

81%

97%

97%

Number of Funds in Peer Group

754

670

502

193

89

37

30

 

Investing. Do it different.

Manulife Monthly High Income FundAssociated funds managed by this team, include:In the news:

 

1On April 20, 2018, the Manulife Preferred Income Class merged into the Manulife Dividend Income Class.   2Formerly Manulife Canadian Focused Class   3Formerly Manulife Canadian Focused Fund   4On April 20, 2018, the Manulife U.S. Dividend Income Registered Fund merged into the Manulife U.S. Dividend Income Fund.   5On May 25, 2018, the Manulife Unhedged U.S. Monthly High Income Fund merged into the Manulife U.S. Monthly High Income Fund. 

© 2018 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (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.

* Manulife Monthly High Income Fund, remains capped as of August 28 2015. Performance histories are not indicative of future returns. The fund is available in Series B and Series F.

**The payment of distributions is not guaranteed and may fluctuate. If distributions paid by the fund are greater than the performance of the fund, then your original investment will shrink. Distributions should not be confused with a fund’s performance, rate of return, or yield. You may also receive return of capital distributions from a fund. Please consult with your tax advisor regarding the tax implications of receiving distributions. See the fund facts as well as the prospectus for more information on a fund’s distributions policy.

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. The indicated rates of return are the historical annual compounded total returns including changes in share/unit value and reinvestment of all dividends/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.

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