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