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simplicity conservative portfolio

Sector Allocation (Equities): See following table for detailed information. 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. About Manulife Simplicity Conservative Portfolio Manulife Simplicity Conservative Portfolio is an open-end fund incorporated in Canada. Detailed price information for Manulife Simplicity Conservative Portfolio Ser T (CADFUNDS: MMF11228.CF) from The Globe and Mail including charting and trades 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). 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 … Ethical KiwiSaver and non-KiwiSaver funds. 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). 15% of our fee goes to the Simplicity Charitable Trust. 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. You can nd more details in the Portfolio's Simplied Prospectus. Risk management has become a high priority for many investors over the past decade. A bad sequence of returns or high inflation can substantially decrease the life of a portfolio. The 'NZ' funds comprise of the NZ Bond and NZ Share funds. Fund Platforms are services that offer you access to a variety of different funds to invest in, sometimes described as a “Fund Supermarket”. The pie slices display the relative value of each table entry. Past performance may not be repeated. 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. You can find more details in the Portfolio’s Simplified Prospectus. © 2020 Manulife Investments, All Rights Reserved, Manulife Canadian Unconstrained Bond Fund, Manulife Global Listed Infrastructure Fund. The Portfolio seeks income generation with an emphasis on capital preservation within a broadly diversified, risk-targeted portfolio. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. 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. The pie slices display the relative value of each table entry. 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. 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. 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). Fees: 0.310% p.a. The Conservative Fund provides investors with a limited exposure to growth assets, with most of its investments in income earning investments like fixed interest. Ask your representative for a copy, contact Manulife Investment Management … More about the trailing commission The trailing commission is an ongoing commission. Low fees, 100% online, passively managed index funds. It is paid for as long as you own the Portfolio. > Manulife Simplicity Conservative Portfolio; > Manulife Simplicity Global Balanced Portfolio; > Manulife Simplicity Growth Portfolio; > Manulife Simplicity Moderate Portfolio; and > Manulife Diversified Alpha Portfolio. The Manulife Simplicity Conservative Portfolio is a strategic asset allocation portfolio. We outline the composition of these five funds in detail: 1. … The Portfolio seeks to generate income with an emphasis on preserving capital. The 'diversified' funds comprise of the Conservative, Balanced and Growth funds. Simplicity Investment Funds Conservative Investment Fund Fund update FThis update was first made publicly available on und 28 October 2020 update. It is for the services and advice that your representative and their firm provide to you. MANULIFE SIMPLICITY CONSERVATIVE PORTFOLIO – ADVISOR SERIES. 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 The pie slices display the relative value of each table entry. Please read the fund facts as well as the prospectus before investing. 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. They have low minimum investme… 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. They do not manage your funds – instead they act as a “middleman” between investors and Fund Managers. The pie slices display the relative value of each table entry. In a risk-on climate, the portfolio will be fully invested in iShares Core Aggressive Allocation. What is the purpose of this update? The pie slices display the relative value of each table entry. 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). 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. 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. Conservative Fund. The pie slices display the relative value of each table entry. Not-for-profit, means you profit. Previously, Jamie was the chief investment officer for McLean and Partners in Calgary. It is for the services and advice that your representative and their firm provide to you. The portfolio recovery period is important, your time horizon is important. Sector Allocation (Equities): See following table for detailed information. Get MUTUAL:MGF6801 mutual fund information for Simplicity-Conserv-Portfolio-GIF-Select, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more Fixed Income Allocation: See following table for detailed information. He leads Canadian portfolio management efforts across a wide range of multi-asset and multi-manager solutions. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The Portfolio seeks income generation with an emphasis on capital preservation within a broadly diversified, risk-targeted portfolio. Simplicity is a nonprofit fund manager, owned by the Simplicity Charitable Trust. It is paid for as long as you own the Fund. In summary: Detailed price information for Manulife Simplicity Conservative Portfolio Ser F (CADFUNDS: MMF1028.CF) from The Globe and Mail including charting and trades In their own words. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Manulife Simplicity Conservative Portfolio ± Advisor Series. Quarter ending 30 September 2020. The Portfolio seeks income generation with an emphasis on capital preservation within a broadly diversified, risk-targeted portfolio. 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. 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. 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 Simplicity: + Fewer knobs to tweak + Lower fees (0.31%, no contribution fee) - No emerging markets - Not as aggressive. We invest with a … 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. It invests its assets in mutual funds focusing on Canadian fixed income and money market funds. Geographic Allocation: See following table for detailed information. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The Portfolio may also invest in Canadian and foreign equity funds within It is paid for as long as you own the Fund. 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). Past performance may not be repeated. No member fee for kids. Asset Allocation: See following table for detailed information. Manulife Investment Management Limited August 4, 2020 This document contains key information you should know about Manulife Simplicity Conservative Portfolio (the “Portfolio”). This document tells you how the Simplicity Conservative Investment Fund (Conservative Fund) has performed and what fees were charged. Asset Allocation: See following table for detailed information. The pie slices display the relative value of each table entry. Fixed Income Allocation: See following table for detailed information. It is for the services and/or advice that your representative and their rm provide to you. Simplicity is a nonprofit fund manager, owned by the Simplicity Charitable Trust. The pie slices display the relative value of each table entry. 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. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. MANULIFE SIMPLICITY CONSERVATIVE PORTFOLIO – SERIES T5. "The Conservative Fund provides investors with a limited exposure to growth assets, but most of its investments are in income assets. Please read the fund facts as well as the prospectus before investing. Source for all data: Transmission Media, as at November 30, 2020. Simplicity offers five investment funds which operate in two groups. © 2020 Manulife Investments, All Rights Reserved, Manulife Canadian Unconstrained Bond Fund, Manulife Global Listed Infrastructure Fund. 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. Source for all data: Transmission Media, as at November 30, 2020. More about the trailing commission The trailing commission is an ongoing commission. 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. Manulife Conservative Portfolio Adv Ser Manulife Moderate Portfolio Advisor Ser Manulife Simplicity Conservative Adv Manulife Simplicity Moderate Adv. More about the trailing commission The trailing commission is an ongoing commission. 6.4%: 4 of 42: 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 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. plus a $20/year membership fee Read the Fund a bad sequence of returns or high inflation can substantially decrease life. Minimum investme… Risk management has become a high priority for many investors the... ) has performed and what fees were charged document tells you how the Simplicity Charitable Trust assets. Important, your time horizon is important, your time horizon is important focusing on Canadian fixed income money. 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