C$ unless otherwise stated
Dec. 3, 2013
/PRNewswire/ - Manulife Mutual Funds is committed to sustaining a strong and efficient product offering that continues to serve investors' needs. As such, the company has made a number of strategic changes.
Portfolio Management Appointments
On or about
December 20, 2013
there will be a number of portfolio manager and portfolio sub-advisor changes affecting the mutual fund line-up.
As a direct result of these changes,
, Senior Managing Director and Senior Portfolio Manager, Manulife Asset Management (US) LLC, and
CFA, Managing Director and Portfolio Manager, Manulife Asset Management (US) LLC, will be named co-managers for the following funds:
- Manulife Global Opportunities Fund*
- Manulife Global Opportunities Class
- Manulife Global Opportunities Balanced Fund
- Manulife Global Opportunities Balanced Class*
Mr. Boyne is a senior managing director, senior portfolio manager and the lead portfolio manager of Manulife Asset Management's Global Equity strategy. He is a Fellow of the Association of Chartered Accountants.
Mr. McGraw is a managing director and portfolio manager for Manulife Asset Management (US) LLC. He holds a B.S. in Finance from
and an M.B.A. from the
University of Notre Dame
. He is a CFA charterholder.
In addition, the portfolio sub-advisor responsibilities for the following funds will change to Manulife Asset Management (
) Limited from Manulife Asset Management (US) LLC:
- Manulife Global Natural Resources Fund
- Manulife Emerging Markets Equity Fund
- Manulife Emerging Markets Equity Class*
Manulife Asset Management (
) Limited will also act as the portfolio sub-advisor for the equity portion of Manulife Emerging Markets Balanced Fund* and Manulife Asset Management (US) LLC continues to be the portfolio sub-advisor for its fixed income securities.
*Funds will be managed by the new Portfolio Managers on an interim basis until their fund termination on or about
February 7, 2014
, ASIP, a portfolio manager and Head of Investment Risk Management and Quantitative Analytics, Manulife Asset Management (
) Limited, will manage the above funds. One exception will be the Manulife Emerging Markets Balanced Fund for which he will be the portfolio manager for its equity securities and
Paolo H. Valle
, both of Manulife Asset Management (US) LLC, will continue to manage its fixed income securities.
Mr. Mennie is a member of the CFA Society of the U.K. and of the CFA Institute, and holds the ASIP designation, a recognized qualification of the CFA Institute.