|
Important note:
- Manulife Global Fund is an umbrella fund comprising a number of funds investing primarily in equity and bond securities, each of which has a different investment objective and risk profile.
- Manulife Global Fund –Asian Small Cap Equity Fund, Global Contrarian Fund and Strategic Income Fund may invest in emerging markets which are exposed to higher risks of economic, political and regulatory changes.
- Manulife Global Fund – Asian Small Cap Equity Fund invests in securities of small and medium sized companies which maybe less liquid and more volatile investments.
- Manulife Global Fund – Strategic Income Fund invests in financial derivatives instruments which are subject to higher volatility and counterparty risks. The Fund also invests in non-investment grade debt securities which may be more volatile and subject to greater credit and liquidity risks. The Fund invests in the securities that provide exposure, synthetically or otherwise, to underlying assets and the risk-return profile is determined by the cash flows derived from such assets. During periods of market volatility, these securities may have a heightened risk of exposure to liquidity or counterparty issues.
- Certain funds invest in a single sector or market which is subject to higher concentration risk.
- Investors may suffer substantial loss of their investments in any of the above types of fund.
- Investors should not only base on this material alone to make investment decisions and should further read the prospectus (including potential risks involved) for details.
|
It is never easy to make a wise investment decision at the right time, especially in an ever-changing global investment market.
Embracing various selected mutual funds, Manulife Global Fund - Spotlight Fund Series recorded brilliant results that outshone the crowd in 2010. The fund performance not only outperformed its market index but also ranked high in the relevant category.1
|
|
|
|
Asian Small Cap Equity Fund (Share Class AA) 2 |
36.74% |
4/58 |
| MSCI Asia Pacific Small Cap ex-Japan Index |
23.17% |
|
|
Global Contrarian Fund (Share Class AA) 3 |
32.78% |
1/71 |
| S&P Global Broad Market ndex |
12.34% |
|
|
Stategic Income Fund (Share Class AA) 4 |
11.89% |
3/13 |
| Barclays Capital U.S. Aggregate Bond Index |
6.54% |
|
The undeniable brilliance of the Spotlight Fund Series is credited to a hand-picked selection of fund which addresses the global market situation and captures investment opportunities with strategic edge.
- From 2000 to 2009, Asian small caps outperformed larger peers in upward trending markets
- Many small caps operate in under-penetrated industries and thus are devoid of much competition. Because of their size, small cap can often adapt to their business strategies faster than large caps
- Small caps have the potential to grow to become large caps. The earlier you invest, the more opportunities to capture the growth potential
Click here to download the leaflet
- Invest in companies that are facing short-term setbacks and selling at a discount of their intrinsic values
- Establish the intrinsic value through research, i.e. the expected worth of each stock, and identify catalysts that could unlock that value
- Invest in a universe that ranges from small-caps to blue-chips in various sectors and countries, providing you with the flexiblity to capture growth opportunities arising globally
Click here to download the leaflet
- Invest in different bond sectors, including treasuries, U.S. high yield bonds, corporate debt and bonds issued outside the U.S. that help achieve diversification
- Potential sources of return come from yields, credit rating upgrade and currency appreciation
- Strategic flexibility allows the management team to emphasize the sector they believe will perform outstandingly at any given time
Click here to download the leaflet
Interested in finding out how Spotlight Fund Series addresses the global market situation and shines out with potential return? Feel free to reach your Manulife Investment Fund Intermediary or customer service hotline 2108 1110.
Deliberations
The Funds may be suitable for those who hold a long term investment view and who are prepared to accept significant fluctuations in the value of their investments in order to achieve long term capital returns.
Key Risks
Systematic risk: Risks due to change in interest rates, the occurrence of recession and wars, etc. These risks affect the entire market and cannot be avoided through diversification or stock selection.
Unsystematic risk: Risks that affect a particular company or a number of businesses and can be avoided through stock selection and diversification.
Emerging market risk: The Funds may invest in emerging markets and thus may be less liquid or more volatile than funds which invest in established markets. Additionally, these investments may encounter risks including legal, regulatory, political, expropriation, repatriation and foreign exchange risks. Where a fund focuses on a specific geographic region, or market or industry sector, it may be subject to greater concentration risks than funds which have broadly diversified investments.
Investing in emerging markets may be exposed to specific risks such as but not limited to:
Liquidity risk: As a result of the lack of marketability of an investment that cannot be bought or sold quickly enough to prevent or minimize a loss.
Political risk: Risk that an investment's returns could suffer as a result of political changes or instability in a country stemming from a change in government, legislative bodies, other foreign policy makers, or military control.
Manulife Global Fund – Asian Small Cap Equity Fund may invest in the securities of small and medium sized companies in Asia. This can involve greater risk than is customarily associated with investment in larger and more established companies. In particular, smaller companies often have limited product lines, markets or financial resources, with less research information available about the company, and their management may be dependent on a few key individuals.
Manulife Global Fund – Global Contrarian Fund focuses on investing in companies that are overlooked/ misunderstood by the market and gains capital growth from those companies when their values are publicly recognized. Such companies may incur market capital depreciation or they are not favored by the financial market at times under any economic situation. Investors may lose their investments if redemptions are made during such periods.
Please take note that information provided here is for your reference only. No information contained here should be relied upon as investment advice or regarded as a substitute for any investment advice. Manulife is not responsible for any loss occasioned as a result of relying on such information as investment advice. Manulife does not warrant, guarantee or represent, either expressly or impliedly, the completeness of such information, which is subject to change without notice.
Investment involves risks. Past performance figures shown are not indicative of future performance. Please refer to the prospectus for further details including the risk factors, charges and features of the product. Investor has his/her own personal investment objectives, investment products may not be suitable for everyone.
This material has not been reviewed by the Securities and Futures Commission (SFC).
Issued by Manulife Asset Management (Hong Kong) Limited