The pie slices display the relative value of each table entry. The Portfolio seeks income generation with an emphasis on capital preservation within a broadly diversified, risk-targeted portfolio. The portfolio management team seeks to achieve this objective by investing in a broad universe of asset classes, utilizing a diversified mix of primarily mutual funds and Exchange Traded Funds (ETFs). The Portfolio may also invest in Canadian and foreign equity funds within Fund Platforms are services that offer you access to a variety of different funds to invest in, sometimes described as a “Fund Supermarket”. MANULIFE SIMPLICITY CONSERVATIVE PORTFOLIO Performance as at December 31, 2018 QUICK FACTS Date Fund Available: November 2005 Date Fund Created: January 1999 Fund Manager: Manulife Total Units Outstanding: 3,062,618 Total Fund Value: $48,147,172 Portfolio Turnover Rate: 11.99% GUARANTEE OPTION MINIMUM INVESTMENT ($) MER (%) CLASS A … More about the trailing commission The trailing commission is an ongoing commission. The performance data provided assumes reinvestment of distributions only and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Geographic Allocation: See following table for detailed information. The Portfolio seeks income generation with an emphasis on capital preservation within a broadly diversified, risk-targeted portfolio. Simplicity Investment Funds Conservative Investment Fund Fund update FThis update was first made publicly available on und 28 October 2020 update. Previously, Jamie was the chief investment officer for McLean and Partners in Calgary. More about the trailing commission The trailing commission is an ongoing commission. You can nd more details in the Portfolio's Simplied Prospectus. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. It is paid for as long as you own the Fund. No member fee for kids. © 2020 Manulife Investments, All Rights Reserved, Manulife Canadian Unconstrained Bond Fund, Manulife Global Listed Infrastructure Fund. Fund Facts MANULIFE SIMPLICITY CONSERVATIVE PORTFOLIO SERIES FT6 Manulife Investment Management Limited August 1, 2019 This document contains key information you should know about Manulife Simplicity Conservative Portfolio (the ªPortfolioº). This document tells you how the Simplicity Conservative Investment Fund (Conservative Fund) has performed and what fees were charged. The 'diversified' funds comprise of the Conservative, Balanced and Growth funds. Fixed Income Allocation: See following table for detailed information. Source for all data: Transmission Media, as at November 30, 2020. The pie slices display the relative value of each table entry. A bad sequence of returns or high inflation can substantially decrease the life of a portfolio. The most important element during the distribution phase of a retirement portfolio is the sustainability of income, not the growth of the portfolio like long term investors stress upon. Manulife Investment Management Limited August 4, 2020 This document contains key information you should know about Manulife Simplicity Conservative Portfolio (the “Portfolio”). Past performance may not be repeated. Detailed price information for Manulife Simplicity Conservative Portfolio Ser F (CADFUNDS: MMF1028.CF) from The Globe and Mail including charting and trades The pie slices display the relative value of each table entry. The pie slices display the relative value of each table entry. plus a $20/year membership fee Source for all data: Transmission Media, as at November 30, 2020. In their own words. Quarter ending 30 September 2020. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Holdings as at September 30, 2020 Management Fee Reduction Rates Account/Household Value Tiers All Qualifying Investments $250K+ to $499K 2.5 basis points $500K+ to $999K 5 basis points $1M+ to $4.9M 7.5 basis points $5M+ to $9.9M 10 basis points Fees: 0.310% p.a. Detailed price information for Manulife Simplicity Conservative Portfolio Ser T (CADFUNDS: MMF11228.CF) from The Globe and Mail including charting and trades The pie slices display the relative value of each table entry. Get MUTUAL:MGF6801 mutual fund information for Simplicity-Conserv-Portfolio-GIF-Select, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more 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. We see that by the end of 2011 the more conservative portfolio is already in positive territory while the all-stock portfolio is still fighting its way back to the break even point. It is paid for as long as you own the Portfolio. Fund Platforms are a good option for everyone – both beginners and experts – as they allow you to invest in lots of different funds under one roof. Risk management has become a high priority for many investors over the past decade. It is paid for as long as you own the Fund. You can find more details in the Portfolio’s Simplified Prospectus. 15% of our fee goes to the Simplicity Charitable Trust. The pie slices display the relative value of each table entry. Sector Allocation (Equities): See following table for detailed information. "The Conservative Fund provides investors with a limited exposure to growth assets, but most of its investments are in income assets. It invests its assets in mutual funds focusing on Canadian fixed income and money market funds. 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. Manulife Simplicity Conservative Portfolio ± Advisor Series. The portfolio management team seeks to achieve this objective by investing in a broad universe of asset classes, utilizing a diversified mix of primarily mutual funds and Exchange Traded Funds (ETFs). Ethical KiwiSaver and non-KiwiSaver funds. The portfolio recovery period is important, your time horizon is important. … Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. For example, a retiree with a $500,000 portfolio who's spending $15,000 a year would park 6% of his or her portfolio in bucket one ($15,000 times two, divided by $500,000). As a result, the return from the Fund is likely to be lower over the longer term (10 years or more) than the Balanced or Growth Funds, but the value of its investments will be more stable over the short and long term. Geographic Allocation: See following table for detailed information. We outline the composition of these five funds in detail: 1. The pie slices display the relative value of each table entry. The portfolio management team maintains a fundamental core belief that the diversification of asset classes, investment styles and strategies allows for the greatest probability of achieving risk-adjusted results that are consistent with the Portfolio's objectives. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. > Manulife Simplicity Conservative Portfolio; > Manulife Simplicity Global Balanced Portfolio; > Manulife Simplicity Growth Portfolio; > Manulife Simplicity Moderate Portfolio; and > Manulife Diversified Alpha Portfolio. Asset Allocation: See following table for detailed information. He leads Canadian portfolio management efforts across a wide range of multi-asset and multi-manager solutions. The Portfolio seeks income generation with an emphasis on capital preservation within a broadly diversified, risk-targeted portfolio. Not-for-profit, means you profit. In a risk-on climate, the portfolio will be fully invested in iShares Core Aggressive Allocation. InvestNow: - More knobs to tweak - Higher fees (current portfolio construction is around 0.42%, plus contribution fees of 0.15%) + Access to emerging markets + As aggressive as I want More about the trailing commission The trailing commission is an ongoing commission. Please read the fund facts as well as the prospectus before investing. The Portfolio seeks to generate income with an emphasis on preserving capital. Fixed Income Allocation: See following table for detailed information. © 2020 Manulife Investments, All Rights Reserved, Manulife Canadian Unconstrained Bond Fund, Manulife Global Listed Infrastructure Fund. The 'NZ' funds comprise of the NZ Bond and NZ Share funds. The Portfolio seeks income generation with an emphasis on capital preservation within a broadly diversified, risk-targeted portfolio. They have low minimum investme… It is for the services and/or advice that your representative and their rm provide to you. Low fees, 100% online, passively managed index funds. Simplicity Conservative Investment Fund: Risk profile: Conservative fund: Description: The Conservative Fund provides investors with a limited exposure to growth assets but most of its investments are in income assets. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Past performance may not be repeated. Manulife Funds (including the Trust Pools) and Manulife Corporate Classes (including the Class Pools) are managed by Manulife Investment Management Limited (formerly named Manulife Asset Management Limited). The Manulife Simplicity Conservative Portfolio is a strategic asset allocation portfolio. 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. Sector Allocation (Equities): See following table for detailed information. Simplicity is a nonprofit fund manager, owned by the Simplicity Charitable Trust. It is for the services and advice that your representative and their firm provide to you. Simplicity is a nonprofit fund manager, owned by the Simplicity Charitable Trust. Manulife Funds (including the Trust Pools) and Manulife Corporate Classes (including the Class Pools) are managed by Manulife Investment Management Limited (formerly named Manulife Asset Management Limited). We invest with a … What is the purpose of this update? MANULIFE SIMPLICITY CONSERVATIVE PORTFOLIO – SERIES T5. The portfolio management team maintains a fundamental core belief that the diversification of asset classes, investment styles and strategies allows for the greatest probability of achieving risk-adjusted results that are consistent with the Portfolio's objectives. The conservative portfolio was ‘only’ down by some 24%. 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. Simplicity: + Fewer knobs to tweak + Lower fees (0.31%, no contribution fee) - No emerging markets - Not as aggressive. Simplicity offers five investment funds which operate in two groups. About Manulife Simplicity Conservative Portfolio Manulife Simplicity Conservative Portfolio is an open-end fund incorporated in Canada. 6.4%: 4 of 42: It is for the services and advice that your representative and their firm provide to you. Conservative Fund. Similar to the Simple Portfolio, this portfolio is designed to be more conservative, but it does have more growth potential due to the international exposure. MANULIFE SIMPLICITY CONSERVATIVE PORTFOLIO – ADVISOR SERIES. The performance data provided assumes reinvestment of distributions only and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. The pie slices display the relative value of each table entry. Asset Allocation: See following table for detailed information. Please read the fund facts as well as the prospectus before investing. Ask your representative for a copy, contact Manulife Investment Management … In summary: The Conservative Fund provides investors with a limited exposure to growth assets, with most of its investments in income earning investments like fixed interest. For the Replica Balanced portfolio, the weighted average fee is 0.37% and cheaper than Simplicity until a balance of $46,511, while the Replica Conservative portfolio has a weighted average fee of 0.41%, making it cheaper than Simplicity until $30,151. 6.4%: 4 of 42: Marcelle Daher Manulife Moderate Portfolio Advisor Ser Manulife Simplicity Conservative Adv Manulife Simplicity Moderate Adv Manulife Conservative Portfolio Adv Ser. Manulife Conservative Portfolio Adv Ser Manulife Moderate Portfolio Advisor Ser Manulife Simplicity Conservative Adv Manulife Simplicity Moderate Adv. They do not manage your funds – instead they act as a “middleman” between investors and Fund Managers. Diversified, risk-targeted Portfolio Simplified Prospectus range of multi-asset and multi-manager solutions the of. Is paid for as long as you own the Fund facts as well as the Prospectus investing... Not manage your funds – instead they act as a “ middleman ” between investors Fund! 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