We build funds based on investor needs, then we search the world to find proven portfolio teams with specialized expertise in those strategies. Select a fund for details on strategy, expenses, performance, and rankings.

Separately managed accounts

Separately managed accounts (SMAs) are designed for high-net-worth individuals seeking tailored investment solutions along with direct ownership of securities. We offer a spectrum of SMAs to address different client needs, leveraging our multimanager approach and experience across asset classes.

Our SMA managers and strategies



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, Manulife Financial, to serve individuals, institutions, and retirement plan members worldwide. 

Invests in companies of all market capitalizations that possess wide moats and offer the potential to compound cash flows across market cycles

Invests in large-cap companies that demonstrate a sustainable competitive advantage and are trading at compelling discounts to their long-term intrinsic value

Seeks long-term capital appreciation through opportunistic exposure to companies with global franchises and sustainable competitive advantage

Invests in profitable small-cap companies with niche business models that offer improving earnings and attractive valuations

Pursues capital preservation and high current income by investing in a mix of high-quality U.S. government, agency, and corporate bonds, as well as securitized debt, through allocations to both individual securities and underlying funds

Pursues high current income consistent with a prudent level of risk by investing in a mix of government and corporate bonds, as well as securitized debt, through allocations to both individual securities and underlying funds

The benefits of SMAs

  • Direct ownership of securities in a professionally managed portfolio
  • Potential for tax efficiency through the use of in-kind securities and other strategies
  • Portfolio customization, including the ability to exclude certain securities or sectors based on social, political, or environmental beliefs


Asset allocation model portfolios

Model portfolios are a great way to get diversified exposure to financial markets in a single step. Our multimanager asset allocation models bring together some of the best specialized investment teams from around the world, helping investors achieve:


  • Broad exposure to global financial markets
  • Diversification through a mix of asset classes, investment styles, and asset managers

Global equity model

Strategic equity allocation across market capitalizations, geographies, and sectors

Global Dynamic Equity Model Portfolio

Income model

Allocations across positive-yielding asset classes, including global fixed-income and dividend-paying equity investments

Multi-Asset Income Model Portfolio

Multimanager active/passive models

Cost-efficient implementation of active and passive strategies


  • Multimanager Active/Passive Aggressive Model Portfolio
  • Multimanager Active/Passive Balanced Model Portfolio
  • Multimanager Active/Passive Conservative Model Portfolio
  • Multimanager Active/Passive Growth Model Portfolio
  • Multimanager Active/Passive Moderate Model Portfolio

Multimanager ETF models

Cost-efficient implementation of ETFs and other passive strategies


  • Multimanager ETF Aggressive Model Portfolio
  • Multimanager ETF Balanced Model Portfolio
  • Multimanager ETF Conservative Model Portfolio
  • Multimanager ETF Growth Model Portfolio
  • Multimanager ETF Moderate Model Portfolio

Multimanager mutual fund models

Active mutual fund implementation to deliver the highest potential for alpha


  • Multimanager Aggressive Model Portfolio
  • Multimanager Balanced Model Portfolio
  • Multimanager Conservative Model Portfolio
  • Multimanager Growth Model Portfolio
  • Multimanager Moderate Model Portfolio

Collective investment trusts

A collective investment trust (CIT) is a tax-exempt, pooled investment vehicle maintained by a bank or trust company available only to certain qualified retirement plans in the United States. Investors’ assets are pooled to create a larger and more diversified investment portfolio of securities, such as stocks, bonds, and even mutual funds.

Core Plus Fixed-Income Strategy

Pursues high current income consistent with a prudent level of risk by investing in a mix of government and corporate bonds, as well as securitized debt, through allocations to both individual securities and underlying funds


Global Focus Strategy

Seeks strong capital preservation in down markets and long-term value creation through a globally diversified portfolio of best-of-breed companies, which we believe tend to outperform over the long haul and may help to limit downside risk in down markets


Strategic Fixed-Income Strategy

Invests primarily in global government and corporate bonds, including emerging markets and high-yield securities. Currency management seeks to further diversify the portfolio, mitigate risk, and add value


Strategic Fixed Income Opportunities Strategy

Takes an opportunistic global approach with an expanded opportunity set across multiple sectors and currencies. Pursues a risk-controlled strategy with a focus on total return and income generation, seeking out the best-performing segments while avoiding the riskier parts of the bond market

The features of CITs

  • Lower management fees and tax-free earnings can help enhance returns
  • Access to a more diversified investment portfolio
  • Offer daily valuations and processing
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