Manulife Dollar-Cost Averaging Fund

If you are concerned about the current state of the financial markets and wondering about the right time to invest, Manulife mutual funds has a solution for you to consider.

The Manulife Dollar-Cost Averaging Fund* can provide investors with a systematic approach to investing in the markets over time, and a competitive rate of return equivalent to the interest rate offered by the Manulife Bank Investment Savings Account.

How the Manulife Dollar-Cost Averaging Fund works

You and your advisor choose which Manulife mutual fund(s) you would like to switch into, systematic weekly switches from the Manulife Dollar-Cost Averaging Fund will be made over a one year period.

Each switch will be a fixed amount based on your original investment into the Manulife Dollar-Cost Averaging Fund.

While in the Manulife Dollar-Cost Averaging Fund you…

  • Receive a rate of return of 1.00 per cent annualized on the assets remaining in the Manulife Dollar-Cost Averaging Fund**
  • Pay no MER on any balance held within the Manulife Dollar-Cost Averaging Fund1

The minimum investment amount for the Manulife Dollar-Cost Fund is $1,000.

The Manulife Dollar-Cost Averaging Fund is available with a broad selection of Manulife mutual funds, including tax-efficient corporate classes for non-registered accounts, to choose from.

Using the dollar-cost averaging approach, you will have fixed amounts of your entire initial investment allocated into your pre-selected Manulife mutual fund(s), including interest earned in the Manulife Dollar-Cost Averaging Fund, over the course of 52 weeks.

Benefits

The “dollar-cost averaging” process may reduce the risk associated with timing a single lump sum investment by diversifying the time at which you purchase funds over a one year period.

Provides a very competitive rate of return as a short-term investment solution while investors move back into the markets.

Rate of 1.00 per cent effective August 1, 2017.

*Also available in Series F.

**The Manulife Dollar-Cost Averaging Fund will provide a rate of return of 1.00 per cent (annualized) effective August 1, 2017.

1The Manager pays all of the operating expenses for the Manulife Dollar-Cost Averaging Fund, other than commissions and brokerage fees.

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 fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Past performance may not be repeated.

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