Lipper Fund Awards

We go the extra mile, because you do the same for your clients.

With a complete suite of investment solutions, along with access to global expertise and advice, we are committed to helping advisors like you deliver value at every client interaction. And having 3 award winning funds will also help.

Investing. Do it different.


Manulife Strategic Income Fund

Global Fixed Income Category*1

10 Year Award among 20 funds.

Managed by Daniel S. Janis III and team at Manulife Investment Management


Manulife Yield Opportunities Fund

Global Fixed Income Balanced Category*2

3 Year Award among 58 funds.

Managed by Terry Carr and team at Manulife Investment Management


Manulife Value Balanced Fund

Tactical Balanced Category*3

3 Year Award among 39 funds.

Managed by Alan Wicks and team at Manulife Investment Management

*Advisor Series

1 Manulife Strategic Income Fund was awarded the 2019 Lipper Fund Award in the Global Fixed Income category for the 10 year period out of a total of 20 funds ending July 31, 2019. Performance for the fund for the period ended October 31, 2019 is 7.15 % (1 year), 2.06% (3 years), 3.49% (5 years), 4.90% (10 years) and 5.67% (since inception on November 25, 2005). The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 3 (3 years) [325 funds], 4 (5 years) [176 funds], 5 (10 years) [58 funds].

2 Manulife Yield Opportunities Fund was awarded the 2019 Lipper Fund Award in the Global Fixed Income Balanced category for the 3 year period out of a total of 58 funds ending July 31, 2019. Performance for the fund for the period ended October 31, 2019 is 6.91% (1 year), 4.50% (3 years), 3.91% (5 years) and 5.65% (since inception on December 23, 2009). The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 5 (3 years) [522 funds], 3 (5 years) [280 funds].

3 Manulife Value Balanced Fund was awarded the 2019 Lipper Fund Award in the Tactical Balanced category for the 3 year period out of a total of 39 funds ending July 31, 2019. Performance for the fund for the period ended October 31, 2019 is 5.99% (1 year), 8.16% (3 years), 4.51% (5 years) and 6.77% (since inception on August 19, 2011). The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 5 (3 years) [328 funds], 3 (5 years) [180 funds].

The Lipper Fund Awards, granted annually, highlights funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification per award universe wins the Lipper Fund Award. For more information, see lipperfundawards.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. 

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 unit value and reinvestment of all 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 Investment Management Limited (formerly named Manulife Asset Management Limited).  Manulife Investment Management is a trade name of Manulife Investment Management Limited. Manulife, Manulife Investment Management, and the Stylized M Design, and Manulife Investment Management & Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license. From Lipper Fund Awards from Refinitiv, ©2019 Refinitiv. All rights reserved. Used under license. Used by permission and protected by the Copyright laws of the United States. The printing, copy, distribution or retransmission of this Content without written permission is prohibited.