Manulife Investments announced the launch of new ETF-based mutual funds built from its existing Manulife All-in-One ETFs, expanding access to its actively managed multi-asset portfolio solutions through a traditional mutual fund structure.
The new offerings provide exposure across as many as 15 different asset classes and are available in three risk-based portfolio options: the Manulife Conservative ETF Portfolio Fund, the Manulife Balanced ETF Portfolio Fund, and the Manulife Growth ETF Portfolio Fund.
According to the company, the new funds are designed to simplify access to diversified and professionally managed investment portfolios for both advisors and retail investors. The funds are based on Manulife’s actively managed All-in-One ETF strategies and combine multiple investment approaches within a single product structure.
The Manulife Conservative ETF Portfolio Fund is focused primarily on income generation with secondary long-term capital appreciation potential. It invests mainly in an underlying ETF that provides exposure to global fixed income securities and a smaller allocation to equities through ETFs and derivatives.
The Manulife Balanced ETF Portfolio Fund seeks a combination of long-term capital appreciation and income generation. The strategy invests in underlying ETFs and derivatives that provide exposure to both global equities and fixed income securities.
The Manulife Growth ETF Portfolio Fund is centered on long-term capital appreciation and invests primarily in underlying ETFs and derivatives that provide exposure to global equities.
The portfolios are managed by a team led by Alexandre Richard, CFA, Portfolio Manager on the Multi-Asset Solutions Team at Manulife Investment Management.
The launch also reflects growing demand for single-ticket investment products that can streamline portfolio construction and simplify reporting for financial advisors and clients.
KEY QUOTES:
“These ETF-based mutual funds – like the underlying Manulife All-in-One ETFs – are designed to make it easier for investors and their advisors to access diversified, professionally managed portfolios. By combining our multi-asset expertise with a broad range of strategies, these solutions offer a straightforward way to seek outcomes across different risk profiles.”
Kristie Feinberg, Head of Retail, Manulife Wealth & Asset Management
“With these new funds, investors can now access some of our best actively managed ETFs in a familiar mutual fund structure. These single-ticket solutions are built to help advisors streamline portfolio construction, support total cost reporting, and deliver cost-effective, long-term investment experiences for their clients.”
Jordy Chilcott, Head of Retail Intermediary Distribution, Canada, Manulife Investments
