Manulife Investment Management (M) Berhad has appointed Manulife Investment Management (Hong Kong) Limited as the Fund Manager for Manulife Investment Greater China Fund, Manulife Investment Indonesia Equity Fund, Manulife Shariah China Equity Fund, Manulife Shariah India Equity Fund, Manulife PRS-Growth Fund, Manulife PRS-Moderate Fund, Manulife PRS-Conservative Fund, Manulife Shariah PRS-Growth Fund, Manulife Shariah PRS-Moderate Fund and Manulife Shariah PRS-Conservative Fund.
The function of the Fund Manager is to actively manage the investments of the Funds in accordance to its investment objectives. Manulife Investment Management (Hong Kong) Limited was incorporated in Hong Kong on 21 June 1994 and it commenced operations as an investment manager in June 2000. Manulife Investment Management (Hong Kong) Limited’s ultimate parent company is Manulife Financial Corporation. Manulife Investment Management (Hong Kong) Limited is part of Manulife Investment Management, the asset management arm of Manulife Financial Corporation. Manulife Investment Management (Hong Kong) Limited provides comprehensive asset management solutions for institutional investors, investment funds and individuals in key markets around the world.
Manulife Investment Management (Hong Kong) Limited is licensed with the Securities and Futures Commission (“SFC”) under the Securities and Futures Ordinance (“SFO”) to conduct the following regulated activities in Hong Kong:
Type 1 – Dealing in securities
Type 2 – Dealing in Futures Contracts
Type 4 – Advising on securities
Type 5 – Advising on futures contracts and
Type 9 – Asset management
Manulife Investment Management (Hong Kong) Limited has more than 16 years of experience in the investment management industry. The investment professionals of Manulife Investment Management (Hong Kong) Limited form part of Manulife Investment Management’s global network of more than 360 investment professionals in 16 countries and territories. As at 31 December 2021, Manulife Investment Management (Hong Kong) Limited has assets under management of HKD 520.7 billion.
Mr. Chay Kai Kong, CFA (Senior Portfolio Manager - Equities) – designated fund manager for Manulife Investment Greater China Fund
Mr. Chay Kai Kong is a Managing Director and Senior Portfolio Manager for Greater China Equities. Based in Hong Kong, he oversees the Greater China equity desk and works closely with investment specialists based across Hong Kong, China and Taiwan to lead management of the firm's Greater China portfolios and strategies.
Mr. Chay Kai Kong is a seasoned investment professional with more than 20 years of investment experience covering Greater China markets, including 17 years as a portfolio manager. His career spans lead manager roles at Reliance Asset Management in Singapore and Standard Life Investments (Asia) in Hong Kong. He has also managed Greater China funds for Pioneer Investments and CMG First State in Singapore. He has a strong performance track record which includes managing top-quartile-performing Greater China funds in his previous roles.
Mr. Chay Kai Kong holds a Bachelor of Accountancy from Nanyang Technological University. He is a Chartered Financial Analyst (CFA) charter holder and a member of the Association for Investment Management and Research (AIMR).
Ms Kenglin Tan, CFA (Senior Portfolio Manager, Equities) – designated fund manager for Manulife Investment Indonesia Equity Fund
Ms Kenglin Tan is a managing director and a senior portfolio manager with the equities team of Manulife Investment Management (Hong Kong) Limited. Based in Hong Kong, she is primarily responsible for analysing and selecting stocks for the firm’s Asia Pacific ex-Japan, and the ASEAN portfolios. She also works closely with other portfolio managers covering markets in the North Asia region.
Having worked in the industry since 2000, Kenglin has buy- and sell-side equity analyst experience. She has covered stocks listed on exchanges in Hong Kong, Taiwan, the ASEAN region and Australia. Prior to joining Manulife Investment Management, she worked for JS Cresvale International (Hong Kong) and Pheim Asset Management.
Kenglin holds a Bachelor of Business Administration majoring in finance from the University of Putra Malaysia and is a CFA charterholder. She obtained her Type 4, 5 and 9 representative licenses from the Hong Kong Securities and Futures Commission in June 2009.
Mr. Wenlin Li, (Director, Equities) – designated fund manager for Manulife Shariah China Equity Fund and co- fund manager for Manulife Investment Greater China Fund
Mr. Wenlin Li is based in Hong Kong, Wenlin focuses on enhancing Manulife Investment Management’s stock selection capability in Chinese equities and manages the China A-shares as well as Southbound Stock Connect related portfolios.
Before joining the firm, Mr. Wenlin Li was an associate vice-president at RCM covering the China A-share market with a wide range of sector responsibilities. He also assisted in managing the China A-share equity portfolio. Prior to that, he was with UBS (Asia), where he spent four years on the telecommunications team and one year as lead Internet sector analyst. He previously spent two years at Goldman Sachs (Asia) focusing on consumer and auto sectors.
Mr. Wenlin Li holds a Master of Finance from Peking University and a Bachelor of Accounting from the University of Technology and Science, China.
Mr. Marco Giubin, (Senior Portfolio Manager, Equities) – designated fund manager for Manulife Shariah India Equity Fund
Mr. Marco Giubin is based in Hong Kong, Marco is Managing Director and Senior Portfolio Manager for the company’s income-orientated Asia Pacific equity strategies. He is the company’s Asian high-dividend equity specialist and leads equity analysis for the Australian market. Marco has over 18 years of equity investment experience focusing on Asia Pacific markets. Prior to joining the company, he was head of Asia Pacific equity research for Eight Investment Partners, a Sydney-based boutique investment house. Before this, he was with Mirae Global Investments as senior portfolio Manager for a number of Asia Pacific mandates and served as head of research for a team of 15 equity analysts. Marco holds Bachelor of Business degree with a major in finance and marketing from the University of Technology in Sydney, Australia.
Miss Bonnie Sit, (CFA, Senior Investment Analyst, Multi Asset Solutions Team, Asia) – designated fund manager for Manulife PRS-Growth Fund, Manulife PRS-Moderate Fund, Manulife PRS-Conservative Fund, Manulife Shariah PRS-Growth Fund, Manulife Shariah PRS-Moderate Fund and Manulife Shariah PRS-Conservative Fund
Miss Bonnie Sit, CFA, a senior director and senior investment analyst for asset allocation within the Multi-Asset Solutions Team (“MAST”) at Manulife Investment Management (“MIM”). MAST is tasked with the delivery of cross-asset class investment solutions that include pension and retirement solutions, risk management- and outcome-oriented solutions, and multi-manager portfolios including both public and private assets. Solutions may be absolute return, peer- or benchmark-relative and are delivered in many formats including mutual fund (including fund-of-fund), pooled, segregated and customized.
MAST designs bespoke solutions on behalf of retail and institutional clients around the world and includes asset allocation, Liability-Driven Investing, Liquid Alternative, Beta Management and OCIO / Fiduciary Solutions for pension plans. Asset solutions include target risk, target date and a wide array of strategic, tactical and absolute return multi-asset class portfolios that are highly customizable depending on client objectives.
Bonnie has more than 16 years experience in a variety of roles, most recently as investment strategist at the Australian Government Future Fund. Prior to this, she held analyst roles at Medley Capital and Thomas Weisel Partners in the U.S.
Bonnie holds a Bachelor of Arts in International Relations and Economics from Wellesley College in the U.S. and is a CFA charterholder.
Manulife Investment Management (M) Berhad has appointed Manulife Investment Management (US) LLC as the fund manager for Manulife Shariah Global REIT Fund.
Manulife Investment Management (US) LLC (a wholly-owned subsidiary of Manulife Financial Corporation) was organized in 1968 in the state of Delaware and registered with the Securities and Exchange Commission (SEC) on August 4, 1992. Manulife Investment Management (US) LLC and its affiliates provide comprehensive asset management solutions for institutional investors and investment funds in key markets around the world since 1992. Its investment expertise extends across a broad range of public and private asset classes, as well as asset allocation solution. Manulife Investment Management (US) LLC’s investment teams operate in a boutique environment1, empowered to make investment decisions in line with their singular philosophy and their clients’ long-term objectives, are backed by the global network and resources of a trusted leader. As at 31 December 2021, Manulife Investment Management (US) LLC has assets under management of USD 229.3 billion.
1Means a market segment that requires highly individualized services (i.e. private mandate funds).
Mr. Joseph P. Marguy, (Managing Director) - designated fund manager for Manulife Shariah Global REIT Fund
Mr. Marguy is a managing director and portfolio manager at Manulife Investment Management (US) LLC. Mr. Marguy is the lead portfolio manager of the Global Real Estate strategy and he is also a member of the capital appreciation team. He provides dedicated research on the real estate sector for the Bank Opportunities and Financial Industries strategies, as well as diversified strategies managed by the capital appreciation team. Earlier in his career, he was an investment analyst with the company’s risk management area, responsible for attribution and risk exposure reports for our investment teams. Mr. Marguy began his career at Chase Global Financial Services.
Manulife Investment Management (M) Berhad has appointed Principal Asset Management Berhad as the Fund Manager for Manulife Investment-CM Flexi Fund and Manulife Investment-CM Shariah Flexi Fund.
Principal Asset Management was incorporated on 13 June 1994 and is a joint venture between PFG Financial Group and CIMB Group. Principal Malaysia has experience operating unit trust funds since 1994.
Mr Patrick Chang Chian Ping – designated fund manager for Manulife Investment-CM Flexi Fund and Manulife Investment-CM Shariah Flexi Fund
Mr. Patrick Chang Chian Ping joined Principal Asset Management on 22 February 2016 and currently holds the positions of Chief Investment Officer for Malaysia and Chief Investment Officer Equities, ASEAN region effective 1 October 2018. He comes with an extensive 20 years of experience in asset management and is backed by numerous ASEAN awards from Malaysian pension funds in 2013 and 2015. He was previously the Head of ASEAN equities at BNP Paribas Investment Partners, Malaysia where he was overseeing ASEAN equities for both Malaysian and offshore clients from 2012. Prior to that, he served as Senior Vice President for CIMB-Principal Asset Management Berhad where he specialised in Malaysia, ASEAN and Asia specialist funds. He also worked as a portfolio manager at Riggs and Co International Private Banking in London specialising in managing global ETF portfolios. He graduated with a Master of Finance from City University Business School and Bachelor of Accounting and Financial Analysis from University of Warwick (Chevening Scholar), UK.
Manulife Investment Management (M) Berhad appointed Affin Hwang AM as the Fund Manager for Manulife Investment-HW Flexi Fund, Manulife Investment Shariah Progress Fund and Manulife Investment-HW Shariah Flexi Fund.
Affin Hwang AM was incorporated in Malaysia on 2 May 1997 under the Companies Act 1965 (now known as Companies Act 2016) and began its operations under the name Hwang-DBS Capital Berhad in 2001. In July 2022, the company was acquired by the CVC Capital Partners Asia V (“CVC”) via Starlight Asset Sdn Bhd – an investment holding vehicle of CVC’s investment. CVC Capital Partners is a leading global private equity and investment advisory firm with approximately US$125 billion of assets under management. The firm is now 68.35% owned by CVC Capital Partners Asia V via Starlight Asset Management Berhad, 27% by Nikko Asset Management International Limited, a wholly-owned subsidiary of Tokyo-based Nikko Asset Management Co and 4.65% by Starlight Management Company (Jersey) Limited, an investment holding vehicle own by key management personnel. Affin Hwang AM has more than 20 years’ experience in the fund management industry.
Affin Hwang AM distributes its funds through various channels as follows:-
(i) In-house/internal sales team;
(ii) IUTA & CUTA (Corporate Unit Trust Advisers); and
(iii) Unit trust consultants.
Affin Hwang AM’s head office is located in Kuala Lumpur and has a total of 10 main sales offices located in Peninsular and East Malaysia. The sales offices are in Kuala Lumpur, Petaling Jaya, Putrajaya, Penang, Ipoh, Johor Bharu, Melaka, Kuching, Miri and Kota Kinabalu.
Mr. David Loh Chou Yit, Deputy Head of Equity – designated fund manager for Manulife Investment-HW Flexi Fund and Manulife Investment-HW Shariah Flexi Fund
Mr. David Loh joined Affin Hwang AM in March 2015. He has 11 years of experience in the asset management industry. Prior to joining Affin Hwang AM, he was the Consumer and Gaming analyst covering 13 stocks on the sell-side at UOB Kay Hian. Prior to that, he had a 3-year stint at Public Mutual Berhad covering multiple sectors across regional markets.
An ACCA Affiliate, Mr. David Loh has also attained the Masters of Accounting & Finance from Manchester Metropolitan University, United Kingdom.
Ms. Yee Mei Hui, Senior Portfolio Manager – designated fund manager for Manulife Investment Shariah Progress Fund
Ms. Yee Mei Hui joined Affin Hwang AM in May 2014. She brought with her 10 years of investment and 4 years of audit experience. Prior to joining Affin Hwang AM, Ms. Yee Mei Hui was a senior analyst at HwangDBS Vickers Research and UOB KayHian for 6 and 4 years respectively - specialising in Malaysia property, REITs, cement, power and regional gaming sectors. Mei Hui was also a senior associate in Audit and Assurance department at PwC for 4 years, with exposure to various sectors such as oil & gas, utilities, property, construction, trading and services. She manages a number of portfolios for large institutional clients.
Ms. Yee Mei Hui is a Chartered Financial Analyst (CFA) charterholder and also has the Association of Chartered Certified Accountants (ACCA) professional qualification.