Manulife Global Fund SICAV - India Equity Fund -AA-


The Manulife Global Fund – Indian Equity is a single country focus equity Fund that demonstrated a strong rating across Benchmark Pillars and multi-year outperformance.

Its investment approach combines a fundamental driven bottom-up stock selection, guided by a top-down thematic strategy that identifies key trends driving the Indian economy. Manulife’s GCMV process is used for stock selection that rates growth, cash flow, management, and valuation while prioritizing risk minimization in portfolio construction. The portfolio has ranged between 30-44 stocks in recent years with a preference for blue chips, and stress tests are run for correlations with changes to liquidity, oil prices, and growth, etc.

Noted strong Fund resilience on drawdowns and the manager outlined a disciplined process before selling equities in market corrections that also uses the GCMV process.

As part of Manulife Group, the Fund conforms to top tier industry stewardship practices and approach to governance and access to more comprehensive ESG group resources.

The Fund has generated excellent performance with +301 basis points on a 5Y and 7Y annualized net return vs. a benchmark.

This Fund has been reviewed by three industry veterans of the Benchmark judging committee.


House Awards: India Equity
Hong Kong – Best-In-Class


ISIN: LU0274383263
Inception Date: 11/30/2006
AUM: USD 305374596.43
Manager Name: Manulife Investment Management
Total Expense Ratio: –
3-Yr Return: 41.74%
3-Yr Max Drawdown: -29.05%

ESG Score: 60.20
GC Score: 60.77
Near-Term Score(<=2°C): 48.86%
Business Involvement:
Alcohol Involvement: 0.00%, …

Investment Style Consistency: 5.00
Environmental Consequence: 5.00
Stewardship – Engagement: 4.44

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