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lasting value.
Consider the Manulife Value Balanced Fund. Diversified by business risk. Focused on investing in highly profitable companies. And a 2020 Lipper Award winner.
Manulife Value Balanced Fund Advisor Series1 - As of October 31, 2020
YTD 1 year 3 years 5 years Since inception*
14.44% 18.94% 8.18% 8.67% 8.03%
*Inception: August 19, 2011. Source: Manulife Investment Management. Past performance is not
indicative of future results.
For more information on this fund, visit or contact your Manulife Investment Management Sales Team.
Manulife Value Balanced Fund was awarded the 2020 Lipper Fund Award in the Tactical Balanced category for the 5 year period out of a total of 37 funds ending July 31, 2020. Performance for the fund for the period ended October 31, 2020 is 18.94% (1 year), 8.18% (3
years), 8.67% (5 years) and 8.03% (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) [422 funds], 5 (5 years) [248 funds.
Advisor Series. Source of monthly fund performance provided by © 2020 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.
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
The Refinitiv 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 highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification per award universe wins the Refinitiv Lipper Fund Award. Lipper Leader Ratings change monthly. For more information, see Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.
1. On August 27, 2020 the fund changed categories from the Tactical Balanced to the Global Neutral Balanced category.
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, 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, ©2020 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.
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