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). Fixed Income Allocation: See following table for detailed information. Sector Allocation (Equities): See following table for detailed information. "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. 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. Fund Platforms are services that offer you access to a variety of different funds to invest in, sometimes described as a “Fund Supermarket”. The Portfolio seeks income generation with an emphasis on capital preservation within a broadly diversified, risk-targeted portfolio. The conservative portfolio was ‘only’ down by some 24%. In their own words. 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. 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. Detailed price information for Manulife Simplicity Conservative Portfolio Ser F (CADFUNDS: MMF1028.CF) from The Globe and Mail including charting and trades A bad sequence of returns or high inflation can substantially decrease the life of a portfolio. 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 Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Past performance may not be repeated. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. Asset Allocation: See following table for detailed information. They do not manage your funds – instead they act as a “middleman” between investors and Fund Managers. 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 pie slices display the relative value of each table entry. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. It is paid for as long as you own the Portfolio. Manulife Investment Management Limited August 4, 2020 This document contains key information you should know about Manulife Simplicity Conservative Portfolio (the “Portfolio”). Source for all data: Transmission Media, as at November 30, 2020. 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 Portfolio may also invest in Canadian and foreign equity funds within 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 is for the services and/or advice that your representative and their rm provide to you. In summary: 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). Fees: 0.310% p.a. Conservative Fund. 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. Geographic Allocation: 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 Quarter ending 30 September 2020. The pie slices display the relative value of each table entry. Risk management has become a high priority for many investors over the past decade. Source for all data: Transmission Media, as at November 30, 2020. The pie slices display the relative value of each table entry. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Not-for-profit, means you profit. 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 pie slices display the relative value of each table entry. 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. 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). Previously, Jamie was the chief investment officer for McLean and Partners in Calgary. Please read the fund facts as well as the prospectus before investing. The 'NZ' funds comprise of the NZ Bond and NZ Share funds. 15% of our fee goes to the Simplicity Charitable Trust. Simplicity is a nonprofit fund manager, owned by the Simplicity Charitable Trust. Simplicity is a nonprofit fund manager, owned by the Simplicity Charitable Trust. About Manulife Simplicity Conservative Portfolio Manulife Simplicity Conservative Portfolio is an open-end fund incorporated in Canada. Low fees, 100% online, passively managed index funds. The Portfolio seeks income generation with an emphasis on capital preservation within a broadly diversified, risk-targeted portfolio. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Geographic Allocation: See following table for detailed information. In a risk-on climate, the portfolio will be fully invested in iShares Core Aggressive Allocation. The 'diversified' funds comprise of the Conservative, Balanced and Growth funds.

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