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Form CRS (client relationship summary), Manulife Investment Management (US), LLC

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Separately managed accounts

Separately managed accounts (SMAs) can be an ideal solution for high-net-worth investors looking for a more tailored approach to their investments. Find out more about how our SMA capabilities can help provide a level of personalization and control to meet specialized and sophisticated investment needs.

What are SMAs?
Partnering with us
Understanding the benefits
Explore our SMAs
Viewpoints
Get in touch

What are SMAs?

An SMA is a portfolio of securities that is professionally managed separately from other portfolios. SMAs were originally devised to serve institutional investors requiring customizable investment strategies not available through traditional mutual funds. Their targeted nature is one of the key differences between SMAs and mutual funds or exchange-traded funds (ETFs): While an SMA is managed for the benefit of one investor, mutual funds and ETFs pool the assets of many investors. This individualized approach allows the asset manager to customize the portfolio to align with an investor's unique goals and preferences.

Partnering with Manulife John Hancock Investments

Manulife John Hancock Investments has a long history of working with institutional managers from around the globe—with key strengths in equities, bonds, alternatives, asset allocation, and thematic investing.

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Elite teams

We currently partner with 16 asset managers and have 50 proven portfolio teams.¹

Wealth of product knowledge

Our areas of expertise include private assets, SMAs, model portfolios, collective investment trusts, mutual funds, ETFs, 529 plans, 401(k) and pensions.

Local insight, global scale

Our 600+ investment professionals have regional expertise to help our more than 19 million clients worldwide.²

Important disclosures

1 Manulife John Hancock Investments, as of 9/30/25. 2 Manulife Investment Management, as of 9/30/25.

Understanding the benefits

SMAs are designed to serve as a key component of an overall investment strategy to help investors pursue their unique financial goals. SMAs fulfill this role by offering greater flexibility, tax efficiency, and transparency.

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Flexibility

True to their name, SMAs are managed separately and aren't governed by a prospectus. This allows for greater flexibility to tailor the strategy to the investor’s specific requirements or personal preferences.

Tax efficiency

The direct ownership structure of SMAs offers a few tax advantages for investors. One advantage is that tax-loss selling can be targeted to the individual’s unique situation to help offset capital gains tax and potentially increase after-tax returns.

Transparency

SMA investors own the underlying portfolio holdings directly, allowing them to view their securities along with current positions and prices at any time.

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SMA brochure

Gain further insight into the benefits of SMAs, including customization and tax efficiency.

Download now

Using completion funds within SMAs

Discover the benefits of using completion funds within SMAs and learn more about how we use these funds to enhance liquidity, diversification, and trading efficiency.

Download now

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Our SMA capabilities

Our strategies provide access to institutional-caliber portfolio management across U.S. and international equity, fixed-income, and balanced portfolio strategies—all managed by veteran teams at Manulife Investment Management.

Products	Managed by	Use for
Balanced 50-50 Strategy Class SMA	Managed by Manulife Investment Management	Use for Broadly diversified, moderate risk portfolio
Balanced 70-30 Strategy Class SMA	Managed by Manulife Investment Management	Use for Broadly diversified portfolio that balances growth with moderate risk
Balanced 80-20 Strategy Class SMA	Managed by Manulife Investment Management	Use for Broadly diversified, growth-oriented portfolio
Balanced Strategy Class SMA	Managed by Manulife Investment Management	Use for Core moderate holding
Core Fixed Income Strategy Class SMA	Managed by Manulife Investment Management	Use for High-quality income opportunities
Core Plus Fixed Income Strategy Class SMA	Managed by Manulife Investment Management	Use for Diversifying income holdings
Fundamental All Cap Core Strategy Class SMA	Managed by Manulife Investment Management	Use for Core equity holding
Fundamental Equity Income Strategy Class SMA	Managed by Manulife Investment Management	Use for Core large-cap equity income holding
Fundamental Global Franchise Strategy Class SMA	Managed by Manulife Investment Management	Use for Concentrated global holding

Products	Managed by	Use for
Fundamental Large Cap Core Strategy Class SMA	Managed by Manulife Investment Management	Use for Core large-cap holding
International Dynamic Growth ADR Strategy Class SMA	Managed by Axiom Investors	Use for International growth opportunities
International Growth ADR Strategy Class SMA	Managed by Wellington Management	Use for Long-term capital appreciation
Large Cap Opportunities Strategy Class SMA	Managed by Manulife Investment Management	Use for Core equity holding
Municipal Opportunities Strategy Class SMA	Managed by Manulife Investment Management	Use for Tax planning strategies
Tax Aware Fixed Income Strategy Class SMA	Managed by Manulife Investment Management	Use for Investing in individual high quality, tax-exempt and taxable bonds
Tax-Advantaged Balanced Strategy Class SMA	Managed by Manulife Investment Management	Use for Broadly diversified, tax-sensitive portfolio
U.S. Growth Strategy Class SMA	Managed by Wellington Management	Use for Core large-cap growth holding
U.S. Small Cap Core Strategy Class SMA	Managed by Manulife Investment Management	Use for Core small-cap holding

Related viewpoints

October 13, 2023

SMAs, ETFs, and mutual funds: which one's right for you?

What's the difference between mutual funds, ETFs, and SMAs, and which one's right for you?

November 6, 2023

What tax advantages do SMAs offer?

SMA investors own the underlying securities within the portfolio, a distinction that sets them apart from mutual funds and ETFs and is the key to their tax-friendly nature.

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Bradley Baker, CIMA

Head of Specialized Investment Distribution

This is a professional head shot image of Brad Begin.

Brad R. Begin, CRPC

SMA Platform Manager

Read our SMA team's full bios

Find out if SMAs are right for you

Fill out the contact form to request more information about how SMAs can offer access to institutional-caliber strategies while providing a higher degree of personalization and control to help meet unique investor needs.

Learn more about the benefits of SMAs

Get the brochure

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Separately managed accounts

What are SMAs?

Partnering with Manulife John Hancock Investments

Elite teams

Wealth of product knowledge

Local insight, global scale

Important disclosures

Understanding the benefits

Flexibility

Tax efficiency

Transparency

SMA brochure

Using completion funds within SMAs

Our SMA capabilities

Related viewpoints

SMAs, ETFs, and mutual funds: which one's right for you?

What tax advantages do SMAs offer?

We're here to help

Bradley Baker, CIMA

Brad R. Begin, CRPC

Find out if SMAs are right for you