Manulife Investment Management and Trust Corp. (Manulife IM Philippines), a wealth management segment of Manulife Philippines, has recently lowered its minimum investment amount, from P5,000 to P1,000, for all its funds starting this month. 

Manulife IM Philippines hopes to encourage more potential investors in the Philippines to consider its local and global Unit Investment Trust Funds (UITFs).

Manulife IM Philippines has 19 Funds available, providing investors access to local and global investment opportunities depending on their goals, needs, and risk profiles. In 2022, the company already became one of the country’s largest fund managers, with more than P62.6 billion in assets under management (AUM), a net income of P84.3 million, and a customer base of over 13,000 investors.

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The following funds will shift from semi-annual to monthly income payouts starting Aug. 1, 2023, allowing investors to see more frequent growth in their investments:

Manulife Asia Dynamic Bond Feeder Fund invests in a diversified portfolio of fixed-income securities issued by governments, agencies, supra-nationals, and corporate issuers located primarily in Asia, and aims to generate income by seeking to derive benefits from the interest rate, credit, and currency opportunities within a risk-controlled investment approach.

Manulife Global Preferred Income Feeder Fund aims to provide regular income distribution and long-term capital growth by investing in preferred securities listed or traded in any regulated market worldwide. Preferred securities are known for sharing similar features with stocks and bonds, enabling investors to experience the best of both worlds. At the same time, their performance has historically shown a “low correlation” relative to stocks or bonds, meaning preferred securities can still offer attractive gains even when returns on other asset classes are declining.

Manulife Global Multi-Asset Diversified Income Feeder Fund targets to generate income through a wide range of traditional and non-traditional assets and a flexible investment strategy that seeks to provide a buffer against challenging market conditions across different regions. 

Manulife Global REIT Feeder Fund invests in Real Estate Investment Trusts (REITs) listed and traded globally and in real estate securities and/or cash and cash equivalents. REITs typically generate stable rental income, offering attractive dividend options for investors. Even in the face of high-interest rates, REITs tend to outperform other investments.   

Manulife’s Asia Pacific REIT Fund of Funds, which invests in a diversified portfolio of exchange-listed REITs in the Asia Pacific region, will continue to have semi-annual payouts but will have a lowered minimum investment amount of Php 1,000 starting March 2023.

Investors can receive their monthly income payouts via credit to their bank accounts or arrange for them to be topped up to their funds so these can grow further over time. Income payouts lower than P100 or $20 will be automatically reinvested into investors’ respective funds to enable them to earn more income over time.

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