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INSTITUTIONAL INVESTMENT SOLUTIONS

Manulife Asset Management and Trust Corporation (MAMTC) offers a broad range of investment solutions, including customized investment management services to institutional clients. MAMTC aims to provide institutional clients with wealth solutions that are designed based on their risk and return objectives.

 

 

The Fund is a unit-paying balanced UITF that aims to maximize total return by investing all or substantially all of its assets in a collective investment scheme (CIS), the Target Fund, that aims to provide income generation with potential long term capital appreciation. The Target Fund invests at least 70% of its net assets in preferred securities listed or traded on any regulated market in the world, which include preferred stocks and subordinated debt securities. The Target Fund may invest its remaining assets in other debt securities and cash and cash equivalent.

Why this Fund?
Income payout and long-term growth
The Fund provides the potential for regular income distribution and long-term capital growth.

Favorable yields
Preferred securities can offer compelling yields relative to other income-producing securities.

High quality securities
Access to a portfolio of high quality securities with above average yields can generate high income and protection of capital.

Low correlation
Preferred securities have historically exhibited low correlations relative to other popular asset classes, providing diversification benefit in different market environments.

View Target Fund Prospectus
View Target Fund Information
This UITF is structured as a feeder fund that invests in an institutional share class of the Target Fund. As such, the UITF client does not incur additional fees at the level of the Target Fund.

The Fund is a unit-paying balanced UITF that aims to maximize total return by investing all or substantially all of its assets in a collective investment scheme (CIS), the Target Fund, that aims to provide income generation with potential long term capital appreciation. The Target Fund invests at least 70% of its net assets in preferred securities listed or traded on any regulated market in the world, which include preferred stocks and subordinated debt securities. The Target Fund may invest its remaining assets in other debt securities and cash and cash equivalent.

Why this Fund?
Income payout and long-term growth
The Fund provides the potential for regular income distribution and long-term capital growth.

Favorable yields
Preferred securities can offer compelling yields relative to other income-producing securities.

High quality securities
Access to a portfolio of high quality securities with above average yields can generate high income and protection of capital.

Low correlation
Preferred securities have historically exhibited low correlations relative to other popular asset classes, providing diversification benefit in different market environments.

View Target Fund Prospectus
View Target Fund Information
This UITF is structured as a feeder fund that invests in an institutional share class of the Target Fund. As such, the UITF client does not incur additional fees at the level of the Target Fund.

The Fund is a unit-paying equity fund of funds that seeks to achieve long-term capital appreciation and generate income by investing primarily in a diversified portfolio of exchange-listed real estate investment trusts (REITs) in the Asia Pacific region and other allowable investments.
  • Access to a diversified portfolio of REITs. Gain access to a well-diversified mix of high-quality retail, commercial, hotels and industrial REIT holdings across Asia-Pacific.
  • Income payout and long-term growth. The Fund’s total return objective coupled with our investment team’s expertise in security selection and risk management provide the potential for steady income distribution and growth.
  • Available in USD or PhP. Our multi-class structure provides convenience to clients by allowing them to choose to invest in either USD or PhP currency.
The Fund is a unit-paying equity fund of funds that seeks to achieve long-term capital appreciation and generate income by investing primarily in a diversified portfolio of exchange-listed real estate investment trusts (REITs) in the Asia Pacific region and other allowable investments.
  • Access to a diversified portfolio of REITs. Gain access to a well-diversified mix of high-quality retail, commercial, hotels and industrial REIT holdings across Asia-Pacific.
  • Income payout and long-term growth. The Fund's total return objective coupled with our investment team's expertise in security selection and risk management provide the potential for steady income distribution and growth.
  • Available in USD or PhP. Our multi-class structure provides convenience to clients by allowing them to choose to invest in either USD or PhP currency.
The Fund seeks to achieve capital growth by investing primarily in a diversified portfolio of securities of companies listed on stock markets in and/or incorporated in and/or with significant business interests in Asia including Australia, Hong Kong, Indonesia, Malaysia, New Zealand, the PRC, Philippines, Singapore, South Korea, Taiwan, Thailand, Vietnam and Pakistan, but not in Japan.
  • Asia?s best-in-class companies. Invest in companies that are market leaders with sustainable competitive advantage.
  • Rigorous selection process. We build a focused portfolio with strong conviction based on Growth, Cash Flow, Management and Valuation (GCMV) framework.
  • Long-term outperformance potential. Future outperformance may be possible by selecting companies with differentiated business models, capable of capturing opportunities arising from shifts in structural trends and demographics.
The Fund is an equity fund that seeks to achieve long-term capital appreciation by investing in stocks listed on the Philippine Stock Exchange, fixed income securities and other liquid fixed income instruments. This Fund is for Customized Investments Solutions clients.
  • Offers diversified exposure to the local equity market (PSE)
  • Disciplined investment process supported by extensive research based on Growth, Cash Flow, Management & Valuation (GCMV) + Catalyst analysis + proprietary financial models
The Fund is a bond fund that seeks to achieve stable and long-term growth by investing in government securities and/or high quality corporate debt securities and other liquid fixed income instruments. This Fund is for Customized Investments Solutions clients.
  • Offers diversified exposure to the local bond market of the Philippines
  • Provides potential for capital appreciation
  • Active duration management backed by global and local insights
The Fund is a bond fund that seeks to preserve capital and generate income by investing in fixed income securities with maximum remaining term to maturity of up to five (5) years. This Fund is for Customized Investments Solutions clients.
  • Suitable for clients with moderate risk appetite
  • Has the potential to generate higher yields than a savings or time deposit account
  • Can be considered as safer haven investment during times of high market volatility
CONTACT US




Contact Us
+632 8884 7000
Frequently Asked Questions

Unit Investment Trust Funds are NOT DEPOSIT products and are not insured by the Philippine Deposit Insurance Corporation (PDIC) or by Manulife Asset Management and Trust Corporation, its parent company or its affiliates. These products have no guaranteed returns/yields. The performances of the funds and their underlying securities are not guaranteed and the value of funds may fluctuate and could be less than the capital invested. Any loss/income arising from market fluctuations and price volatility, even if invested in government securities, is for the account of the client/investor. Past performance, when presented, is purely for reference purposes and is not indicative of similar future result. Manulife Asset Management and Trust Corporation is not liable for losses except for gross negligence, willful fraud or bad faith of its officers, employees, or authorized representatives. Prospective investors are advised to read the Declaration of Trust for the Fund which may be obtained from the office of the Trustee, consult a Financial Advisor/Wealth Specialist and take the Client Suitability Assessment to determine the suitable Fund before proceeding with the investment.

Manulife Asset Management and Trust Corporation, its products and services are regulated and governed by the Bangko Sentral ng Pilipinas (BSP). For inquiries or complaints relating to our products and services, you may call our Customer Care Hotline at (02) 8-884-7000 or send an email to phtrust@manulife.com.

To know your rights under BSP Circular No. 857 (Regulations on Financial Consumer Protection), please access a copy at the BSP website. To contact BSP, you may call (02) 8-708-7087, email consumeraffairs@bsp.gov.ph, access BSP webchat at http://www.bsp.gov.ph, send an SMS to 021582277 for Globe subscribers only (BSP Online Buddy will be made available soon), or follow BSP on Facebook at https://www.facebook.com/BangkoSentralngPilipinas/.

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