Our ETFs
An exchange-traded fund (ETF) is a basket of securities that trades on an exchange like an individual stock. ETFs typically give investors low-cost, tax-efficient exposure to markets.
The benefits of ETFs
- Tax efficiency
- Lower costs
- Transparency and liquidity
Our approach
ETFs are playing a major role in the evolution of investing. Although the first ETFs were tied to market-capitalization-weighted indexes, we think traditional passive strategies aren’t enough to meet today’s challenges. We’ve chosen investment teams with proven track records and deep experience for every ETF we offer. Our ETF managers are among the leaders in multifactor investing and global fixed income.
Our ETF managers at a glance
Manulife Investment Management is the global wealth and asset management segment of Manulife Financial Corporation. We draw on more than a century of financial stewardship and the full resources of our parent company to serve individuals, institutions, and retirement plan members worldwide. Headquartered in Toronto, our leading capabilities in public and private markets are strengthened by the deep local expertise of more than 525 investment professionals across 17 geographies. As of September 30, 2020, Manulife Investment Management had $768.5 billion in assets under management and administration.
Dimensional Fund Advisors is a pioneer of multifactor investing. The company has applied ideas rooted in academia for decades and, today, it’s one of the most well-respected managers in the field. Dimensional’s systematic approach is backed by insight gained from decades of academic research and experience implementing rules-based strategies in competitive markets. Founded in 1981, Dimensional Fund Advisors has built a $527 billion global asset management business based on the implementation of this research across asset classes.
Investing involves risks, including the potential loss of principal. There is no guarantee that a fund’s investment strategy will be successful. Fixed-income investments are subject to interest-rate and credit risk; their value will normally decline as interest rates rise or if an issuer is unable or unwilling to make principal or interest payments. It’s possible that an active trading market for fund shares will not develop, which may hurt your ability to buy or sell fund shares, particularly in times of market stress. Trading securities can actively increase transaction costs, therefore lowering performance and taxable distributions. Foreign investing, especially in emerging markets, has additional risks, such as currency and market volatility and political and social instability. Liquidity—the extent to which a security may be sold or a derivative position closed without negatively affecting its market value, if at all—may be impaired by reduced trading volume, heightened volatility, rising interest rates, and other market conditions. Master limited partnerships (MLPs) holding fixed-income securities such as bonds may be subject to interest-rate and credit risk, potentially causing the partial or complete loss of principal. MLPs are typically concentrated in specific industries and may lack the benefit of diversification. The use of hedging and derivatives could produce disproportionate gains or losses and may increase costs. Fund distributions generally depend on income from underlying investments and may vary or cease altogether in the future. Investments in higher-yielding, lower-rated securities include a higher risk of default. Shares may trade at a premium or discount to their NAV in the secondary market. These variations may be greater when markets are volatile or subject to unusual conditions. Please see the fund’s prospectus for additional risks.