What is the purpose of this update? 6.4%: 4 of 42: Marcelle Daher Manulife Moderate Portfolio Advisor Ser Manulife Simplicity Conservative Adv Manulife Simplicity Moderate Adv Manulife Conservative Portfolio Adv Ser. The performance data provided assumes reinvestment of distributions only and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Fixed Income Allocation: See following table for detailed information. Simplicity offers five investment funds which operate in two groups. They have low minimum investme… A bad sequence of returns or high inflation can substantially decrease the life of a portfolio. Manulife Conservative Portfolio Adv Ser Manulife Moderate Portfolio Advisor Ser Manulife Simplicity Conservative Adv Manulife Simplicity Moderate Adv. The pie slices display the relative value of each table entry. 6.4%: 4 of 42: The Portfolio seeks to generate income with an emphasis on preserving capital. Simplicity Conservative Investment Fund: Risk profile: Conservative fund: Description: The Conservative Fund provides investors with a limited exposure to growth assets but most of its investments are in income assets. The Portfolio seeks income generation with an emphasis on capital preservation within a broadly diversified, risk-targeted portfolio. The portfolio management team maintains a fundamental core belief that the diversification of asset classes, investment styles and strategies allows for the greatest probability of achieving risk-adjusted results that are consistent with the Portfolio's objectives. "The Conservative Fund provides investors with a limited exposure to growth assets, but most of its investments are in income assets. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. The pie slices display the relative value of each table entry. Source for all data: Transmission Media, as at November 30, 2020. Please read the fund facts as well as the prospectus before investing. Sector Allocation (Equities): See following table for detailed information. The Portfolio seeks income generation with an emphasis on capital preservation within a broadly diversified, risk-targeted portfolio. It is for the services and/or advice that your representative and their rm provide to you. Fund Platforms are services that offer you access to a variety of different funds to invest in, sometimes described as a “Fund Supermarket”. The Portfolio seeks income generation with an emphasis on capital preservation within a broadly diversified, risk-targeted portfolio. Simplicity is a nonprofit fund manager, owned by the Simplicity Charitable Trust. This document tells you how the Simplicity Conservative Investment Fund (Conservative Fund) has performed and what fees were charged. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. The Conservative Fund provides investors with a limited exposure to growth assets, with most of its investments in income earning investments like fixed interest. It is paid for as long as you own the Fund. The Manulife Simplicity Conservative Portfolio is a strategic asset allocation portfolio. No member fee for kids. Similar to the Simple Portfolio, this portfolio is designed to be more conservative, but it does have more growth potential due to the international exposure. Ask your representative for a copy, contact Manulife Investment Management … The portfolio management team maintains a fundamental core belief that the diversification of asset classes, investment styles and strategies allows for the greatest probability of achieving risk-adjusted results that are consistent with the Portfolio's objectives. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. For the Replica Balanced portfolio, the weighted average fee is 0.37% and cheaper than Simplicity until a balance of $46,511, while the Replica Conservative portfolio has a weighted average fee of 0.41%, making it cheaper than Simplicity until $30,151. Manulife, Manulife Investment Management, the Stylized M Design, and Manulife Investment Management & Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license. Simplicity is a nonprofit fund manager, owned by the Simplicity Charitable Trust. … The pie slices display the relative value of each table entry. The Portfolio seeks income generation with an emphasis on capital preservation within a broadly diversified, risk-targeted portfolio. InvestNow: - More knobs to tweak - Higher fees (current portfolio construction is around 0.42%, plus contribution fees of 0.15%) + Access to emerging markets + As aggressive as I want Low fees, 100% online, passively managed index funds. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. Past performance may not be repeated. Asset Allocation: See following table for detailed information. It is paid for as long as you own the Fund. In summary: 15% of our fee goes to the Simplicity Charitable Trust. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. 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