Separately managed accounts

Separately managed accounts (SMAs) are designed for high-net-worth individuals seeking tailored investment solutions along with direct ownership of securities. SMAs provide access to institutional-caliber portfolio services across U.S. and international equity, fixed-income, and balanced portfolio strategies—all managed by veteran teams at Manulife Investment Management.

Fundamental All Cap Core Strategy

Invests in companies of all market capitalizations that possess wide moats and offer the potential to compound cash flows across market cycles

Fundamental Large Cap Core Strategy

Invests in large-cap companies that demonstrate a sustainable competitive advantage and are trading at compelling discounts to their long-term intrinsic value

Fundamental Global Franchise Strategy

Seeks long-term capital appreciation through opportunistic exposure to companies with global franchises and sustainable competitive advantage

U.S. Small Cap Core Strategy

Invests in profitable small-cap companies with niche business models that offer improving earnings and attractive valuations

Core Fixed Income Strategy

Pursues capital preservation and high current income by investing in a mix of high-quality U.S. government, agency, and corporate bonds, as well as securitized debt, through allocations to both individual securities and underlying funds

Core Plus Fixed Income Strategy

Pursues high current income consistent with a prudent level of risk by investing in a mix of government and corporate bonds, as well as securitized debt, through allocations to both individual securities and underlying funds

Reach out

Find us at the office

Mcevilly- Liposky street no. 40, 55778 Tórshavn, Faroe Islands

Give us a ring

Maliek Elvis
+23 188 845 957
Mon - Fri, 7:00-15:00

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