Manulife Asset Management – Asia Pacific Investment Grade Bond Fund Review
Fund objective
Manulife Asset Management – Asia Pacific Investment Grade Bond Fund seeks to maximize total returns from a combination of capital appreciation and income generation through investing primarily in a diversified portfolio of investment grade debt securities issued by governments, agencies, supranationals and corporate issuers in the Asia Pacific region.
Investment Strategy
Manulife Asset Management – Asia Pacific Investment Grade Bond Fund may from time to time also invest up to 10% of its assets in debt securities issued in the United States (“U.S.”) and European regions if the Manager is of the view that such securities will achieve the aim of maximizing the total investment returns of the Fund. The type of debt securities that the Fund intends to invest in would include, but is not limited to government bonds, corporate bonds and financial bonds, and the issuers or guarantors of the bonds shall have a minimum credit rating of BBB- and above by Standard & Poor’s (or other equivalent ratings).
Manulife Asset Management – Asia Pacific Investment Grade Bond Fund may employ derivatives for the purpose of hedging and/or efficient portfolio management. The Sub-Manager of the Fund employs a combination of top-down and bottom-up approaches which provides the mechanism for them to establish the yield, duration and credit strategies, through economic and market analysis. At the same time, it facilitates the Sub-Manager of the Fund to select individual securities that are undervalued, with consideration of the financial condition of the issuers as well as the collateralisation and other features of the securities
Who is Manulife Asset Management – Asia Pacific Investment Grade Bond Fund suitable for?
Manulife Asset Management – Asia Pacific Investment Grade Bond Fund is only suitable for investors who:
- seek to maximize total returns from a combination of capital appreciation and income generation
- are comfortable that the price and value of the Units as well as any derived or accrued income may fall or rise, with potential loss of the original amount invested.
Dividend or Income payout frequency: Monthly or Accumulating
For additional assessments on product suitability, please obtain professional advice from a qualified Financial Adviser.
What are the key risks of Manulife Asset Management – Asia Pacific Investment Grade Bond Fund?
The value of Manulife Asset Management – Asia Pacific Investment Grade Bond Fund and its dividends and coupons (if any) may rise or fall. You may lose some or all of your investment depending on the performance of the underlying securities. Factors that may affect the performance of these securities include, without limitation, market risks, fluctuations in interest rates and foreign exchange rates, political instability, exchange controls, changes in taxation and foreign investment policies.
Some of the key risks associated with Manulife Asset Management – Asia Pacific Investment Grade Bond Fund are described below:
Market and Credit Risks
- You are exposed to securities risk
- You are exposed to emerging market risk
- You are exposed to interest rate and credit risk
- You are subject to tax exposure
- You are exposed to currency risks
- You are exposed to counterparty risk
- You may be exposed to risk of subordinated bonds
- You may be exposed to risk relating to hedged classes
Liquidity Risks
- You can realise your units only on Dealing Days
- Your realisation request may be deferred
- You may not realise your units during any period where realisation is suspended
- You are exposed to liquidity risk of bond market
Product-Specific Risks
- You are exposed to financial derivative instruments (“FDIs”) risk
Investment Fees and Charges
For a limited time (Until 31 Dec 2023), speak to a MAS licensed licensed financial adviser which has committed to offering our readers a flat 1% Subscription fee (Initial Sale Charge) for all Unit Trust Funds investment.
Learn more about the limited time offer on 1% Initial Sales Charge. Terms and conditions may apply.
Where can I get more details about Manulife Asset Management – Asia Pacific Investment Grade Bond Fund
- Manulife Asset Management – Asia Pacific Investment Grade Bond Fund Fact Sheet (Open in New Window)
- Manulife Asset Management – Asia Pacific Investment Grade Bond Fund Product Highlight Sheet (Open in New Window)
- Speak to a licensed licensed financial adviser
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