Friday, October 21, 2022
HomeWealth ManagementAn income fund built for tough times

An income fund built for tough times


“We have offsets in the portfolio, so that we can benefit from rising interest rates. But we don’t base our thesis on it, meaning that even if interest rates don’t go up, the value that we see in the companies that we buy is high,” says Chaudhari. “What we do is we construct the portfolio so that in various economic scenarios, we have companies that have a tendency to benefit from those scenarios.”

Sponsored by Manulife Investment Management, as of October 2022.

The views expressed are those of Manulife Investment Management and are subject to change as market and other conditions warrant. Information about a portfolio’s holdings, asset allocation, or country diversification is historical and is no indication of future portfolio composition, which will vary. Please read the fund facts as well as the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Past performance is not indicative of further returns. Certain research and information about specific holdings in the Fund, including any opinion, is based on various sources believed to be reliable. All overviews and commentary are for information purposes only and are not intended to provide specific financial, investment, tax, legal, accounting or other advice and should not be relied upon in that regard. This material was prepared solely for informational purposes, does not constitute an offer or an invitation by or on behalf of Manulife Investment Management to any person to buy or sell any security and is no indication of trading intent in any fund or account managed by Manulife Investment Management.

Manulife Funds are managed by Manulife Investment Management Limited (formerly named Manulife Asset Management Limited). Manulife Investment Management is a trade name of Manulife Investment Management Limited.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts as well as the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.

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