Manulife Global Fund – Preferred Securities Income Fund (the “Fund”) invests primarily in preferred securities listed or traded on any regulated market in the world, including preferred stocks (including convertible preferred stocks) and subordinated debt securities, which exposes investors to preferred securities risk, equity market risk, volatility and liquidity risk and currency risk. As the Fund may carry significant exposure to US-related issuers it may expose investors to geographical concentration risk. Certain investors may also be subject to the risk relating to RMB hedged share class.
The relevant distributing class of the Fund does not guarantee distribution of dividends, the frequency of distribution and the amount/rate of dividends. Dividends may be paid out of income, realized capital gains and/or out of capital of the Fund in respect of Inc share class(es). Dividends may be paid out of realized capital gains, capital and/or gross income while charging all or part of their fees and expenses to capital (i.e. payment of fees and expenses out of capital) in respect of MDIST (G), R MDIST (G) and F MDIST (G) share class(es). Dividends paid out of capital of the Fund amounts to a return or withdrawal of part of the amount of an investor’s original investment or from any capital gains attributable to that original investment and may result in an immediate decrease in the net asset value per share in respect of such class(es) of the Fund. Fixed yield share classes pay out a pre-determined annualized fixed percentage of their NAV, which can be adjusted by the Directors with at least one month’s prior notice, do not entirely reflect the actual or expected income or performance of the Fund. These distributions may exceed the actual income, leading to capital erosion, especially during negative returns or losses, and may reduce future capital growth. A positive distribution yield does not guarantee a positive return, and the absolute distributions vary with the NAV, resulting in fluctuating monthly payouts for investors.
The Fund’s investment in fixed income and cash and cash equivalents is subject to credit risk, interest rate risk, credit rating and downgrading risk and high-yield bonds risk.
The Fund intends to use financial derivative instruments (“FDIs”) for investment, efficient portfolio management and/or hedging purposes. The use of FDIs exposes the Fund to additional risks, including leverage risk, management risk, market risk, credit risk and liquidity risk.
Investment involves risk. The Fund may expose its investors to capital loss. Investors should not make decisions based on this material alone and should read the offering document for details, including the risk factors, charges and features of the Fund and its share classes.
A new perspective on identifying investment opportunities in an evolving world
The new Manulife Global Perspective Fund capitalises on the investment strategy of its Target Fund* that thrives by seeking to select the right transformational trends and finding global champions.
*Target Fund refers to Capital International Fund - Capital Group New Perspective Fund. Past performances are not an indication of future performances.
Why Global Equities Now?
Turning Disruption into Opportunity
Multinationals with flexible, multilocal business models are well-placed to navigate uncertainties. They can adapt operations, diversify revenue streams, and localise effectively. By leveraging regional strengths and adapting to local needs, they can sustain growth amid global complexity.
Multilocal business models can adapt to retain market access and reduce geopolitical risk1
Potential to Capture Tomorrow's Growth
By focusing on long-term structural trends and companies with durable earnings, investors can access growth opportunities that transcend short-term volatility. Increasingly, markets outside the US are playing a greater role in driving future returns.
Navigating Complexity Via Active Management
With the stock market broadening, a wider range of companies are contributing to overall returns. In this environment, the ability of active managers to selectively identify winners, and sidestep laggards, becomes even more essential to capturing differentiated sources of return.
Data as at 31 March 2025. Sources: Company statements, Redburn Atlantic. Schneider Electric and TSMC are holdings in Capital Group New Perspective Fund (LUX) as at 31 March 2025.
Data as at 17 June 2025, based on MSCI All Country World Index. ‘North America’ category includes Canada. Earnings growth figures are based on reported net income where available; otherwise, they reflect consensus analyst estimates and are marked with an ‘E’ to indicate estimated data. CY: calendar year. Sources: FactSet, Capital Group.
Data from December 1995 to March 2025. US stocks are represented by the S&P 500 index. Sources: FactSet, Standard & Poor’s, Capital Group.
Note: Past results are not a guarantee of future results. For illustrative purposes only. Investors cannot invest directly in an index.
A Core Global Equity Fund Built for an Evolving World
A portfolio that thrives with change by identifying and investing in companies best-placed to thrive in a dynamic global economy.
Combining resilience and growth in a portfolio by investing across a spectrum of multinationals that combine endurance with growth potential.
The fund invests in quality multinationals exposed to a variety of powerful, multi-generational trends that could offer growth and resilience over the next decade and beyond.
Manulife Investment Management's expertise
90+ years
of investing since 1931
481
Capital Group investment professionals
28 years
average investment experience of its portfolio managers
