Balanced Funds 

Investors who prefer a conservative approach with their investing strategy may typically look for funds that strive to generate income and growth. These funds seek growth by investing in the shares of companies that have demonstrated successful track records and/or competitive advantages.

Canadian Balanced 

Fund List

Manulife Monthly High Income Fund

Managed by the Manulife Value Equity Team all companies are viewed under the same fundamental proprietary lens, using a scalable and repeatable process driven by the team's fundamental beliefs unchanged since the team's founding in 1996.

The team's focus is on creating a high returning conglomerate portfolio consisting of diversified businesses to ensure that revenue and earnings come from many different sources. As a result, no single event will have a large negative impact on the portfolio.

This fund aims to provide clients exposure to a diversified portfolio of investment grade fixed income and Canadian, U.S and Global dividend-paying business. These companies which in aggregate have high and stable profitability , minimal financial leverage and  are priced at an attractive valuation. It The fund has a proven investment strategy focused on buying businesses with sustainable and predictable cash flows, which has led to superior downside protection, strong long term outperformance and outstanding risk adjusted returns.

 
 

Related Media

Portfolio Manager Soundbyte – Jonathan Popper
Jonathan discusses the Manulife Monthly High Income Fund. December 2017

 
 

1This Fund has been capped to all new purchases as of March 28, 2013   2Formerly Manulife Canadian Equity Balanced Class   3On April 6, 2018, the Manulife Canadian Monthly Income Class was renamed the Manulife Fundamental Income Class. On April 20, 2018, the Manulife Canadian Opportunities Balanced Class merged into the Manulife Fundamental Income Class.   4Formerly Manulife Canadian Monthly Income Fund. On May 25, 2018, the Manulife Canadian Opportunities Balanced Fund merged into the Manulife Fundamental Income Fund.  

Manulife Funds are managed by Manulife Investments, a division of Manulife Asset Management Limited. 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 funds are not guaranteed, their values change frequently and past performance may not be repeated. Manulife Monthly High Income Fund, Manulife Monthly High Income Class and Manulife Canadian Balanced Private Pool will be available in all prospectus qualified series, except Advisor Series of Manulife Monthly High Income Fund which remains capped as of August 28 2015.

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