You can find more details in the Portfolio’s Simplified Prospectus. More about the trailing commission The trailing commission is an ongoing commission. Source for all data: Transmission Media, as at November 30, 2020. They do not manage your funds – instead they act as a “middleman” between investors and Fund Managers. 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 … MANULIFE SIMPLICITY CONSERVATIVE PORTFOLIO – ADVISOR SERIES. The Portfolio seeks to generate income with an emphasis on preserving capital. About Manulife Simplicity Conservative Portfolio Manulife Simplicity Conservative Portfolio is an open-end fund incorporated in Canada. 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. Geographic Allocation: See following table for detailed information. 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 … MANULIFE SIMPLICITY CONSERVATIVE PORTFOLIO – SERIES T5. Get MUTUAL:MGF6801 mutual fund information for Simplicity-Conserv-Portfolio-GIF-Select, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more 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. Not-for-profit, means you profit. The pie slices display the relative value of each table entry. Fund Platforms are services that offer you access to a variety of different funds to invest in, sometimes described as a “Fund Supermarket”. 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). 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. Fixed Income Allocation: See following table for detailed information. Ethical KiwiSaver and non-KiwiSaver funds. It is paid for as long as you own the Portfolio. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. 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. What is the purpose of this update? More about the trailing commission The trailing commission is an ongoing commission. The Portfolio seeks income generation with an emphasis on capital preservation within a broadly diversified, risk-targeted portfolio. 15% of our fee goes to the Simplicity Charitable Trust. You can nd more details in the Portfolio's Simplied Prospectus. Asset Allocation: See following table for detailed information. It is paid for as long as you own the Fund. "The Conservative Fund provides investors with a limited exposure to growth assets, but most of its investments are in income assets. Past performance may not be repeated. 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 seeks income generation with an emphasis on capital preservation within a broadly diversified, risk-targeted portfolio. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. Simplicity offers five investment funds which operate in two groups. Manulife Conservative Portfolio Adv Ser Manulife Moderate Portfolio Advisor Ser Manulife Simplicity Conservative Adv Manulife Simplicity Moderate Adv. © 2020 Manulife Investments, All Rights Reserved, Manulife Canadian Unconstrained Bond Fund, Manulife Global Listed Infrastructure Fund. Asset Allocation: See following table for detailed information. 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). 6.4%: 4 of 42: This document tells you how the Simplicity Conservative Investment Fund (Conservative Fund) has performed and what fees were charged. 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). Please read the fund facts as well as the prospectus before investing. 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. Manulife Simplicity Conservative Portfolio ± Advisor Series. It is for the services and/or advice that your representative and their rm provide to you. In their own words. 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. Manulife Investment Management Limited August 4, 2020 This document contains key information you should know about Manulife Simplicity Conservative Portfolio (the “Portfolio”). Simplicity is a nonprofit fund manager, owned by the Simplicity Charitable Trust. The pie slices display the relative value of each table entry. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. The 'NZ' funds comprise of the NZ Bond and NZ Share funds. Ask your representative for a copy, contact Manulife Investment Management … The Portfolio seeks income generation with an emphasis on capital preservation within a broadly diversified, risk-targeted portfolio. The portfolio recovery period is important, your time horizon is important. Simplicity: + Fewer knobs to tweak + Lower fees (0.31%, no contribution fee) - No emerging markets - Not as aggressive. The pie slices display the relative value of each table entry. 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. plus a $20/year membership fee Geographic Allocation: See following table for detailed information. It is for the services and advice that your representative and their firm provide to you. Fixed Income Allocation: See following table for detailed information. The 'diversified' funds comprise of the Conservative, Balanced and Growth 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. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Conservative Fund. The pie slices display the relative value of each table entry. It invests its assets in mutual funds focusing on Canadian fixed income and money market funds. 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, 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, 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 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… More about the trailing commission The trailing commission is an ongoing commission. Low fees, 100% online, passively managed index funds. 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). We outline the composition of these five funds in detail: 1. Past performance may not be repeated. The Portfolio seeks income generation with an emphasis on capital preservation within a broadly diversified, risk-targeted portfolio. The pie slices display the relative value of each table entry. Quarter ending 30 September 2020. 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