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Investment manager

Manulife Investment Management (Hong Kong) Limited

Manulife Investment Management (M) Berhad has appointed Manulife Investment Management (Hong Kong) Limited as the Fund Manager for Manulife Investment Greater China Fund, Manulife Investment Indonesia Equity Fund, Manulife Shariah China Equity Fund, Manulife Shariah India Equity Fund, Manulife PRS-Growth Fund, Manulife PRS-Moderate Fund, Manulife PRS-Conservative Fund, Manulife Shariah PRS-Growth Fund, Manulife Shariah PRS-Moderate Fund and Manulife Shariah PRS-Conservative Fund.

The function of the Fund Manager is to actively manage the investments of the Funds in accordance to its investment objectives. Manulife Investment Management (Hong Kong) Limited was incorporated in Hong Kong on 21 June 1994 and it commenced operations as an investment manager in June 2000. Manulife Investment Management (Hong Kong) Limited’s ultimate parent company is Manulife Financial Corporation. Manulife Investment Management (Hong Kong) Limited is part of Manulife Investment Management, the asset management arm of Manulife Financial Corporation. Manulife Investment Management (Hong Kong) Limited provides comprehensive asset management solutions for institutional investors, investment funds and individuals in key markets around the world.

Manulife Investment Management (Hong Kong) Limited is licensed with the Securities and Futures Commission (“SFC”) under the Securities and Futures Ordinance (“SFO”) to conduct the following regulated activities in Hong Kong:

Type 1 – Dealing in securities
Type 2 – Dealing in Futures Contracts
Type 4 – Advising on securities
Type 5 – Advising on futures contracts and
Type 9 – Asset management

Manulife Investment Management (Hong Kong) Limited has more than 16 years of experience in the investment management industry. The investment professionals of Manulife Investment Management (Hong Kong) Limited form part of Manulife Investment Management’s global network of more than 360 investment professionals in 16 countries and territories. As at 31 December 2021, Manulife Investment Management (Hong Kong) Limited has assets under management of HKD 520.7 billion.

Designated fund manager

Mr. Chay Kai Kong, CFA (Senior Portfolio Manager - Equities) – designated fund manager for Manulife Investment Greater China Fund

Mr. Chay Kai Kong is a Managing Director and Senior Portfolio Manager for Greater China Equities. Based in Hong Kong, he oversees the Greater China equity desk and works closely with investment specialists based across Hong Kong, China and Taiwan to lead management of the firm's Greater China portfolios and strategies.

Mr. Chay Kai Kong is a seasoned investment professional with more than 20 years of investment experience covering Greater China markets, including 17 years as a portfolio manager. His career spans lead manager roles at Reliance Asset Management in Singapore and Standard Life Investments (Asia) in Hong Kong. He has also managed Greater China funds for Pioneer Investments and CMG First State in Singapore. He has a strong performance track record which includes managing top-quartile-performing Greater China funds in his previous roles.

Mr. Chay Kai Kong holds a Bachelor of Accountancy from Nanyang Technological University. He is a Chartered Financial Analyst (CFA) charter holder and a member of the Association for Investment Management and Research (AIMR).


Ms Kenglin Tan, CFA (Senior Portfolio Manager, Equities) – designated fund manager for Manulife Investment Indonesia Equity Fund

Ms Kenglin Tan is a managing director and a senior portfolio manager with the equities team of Manulife Investment Management (Hong Kong) Limited. Based in Hong Kong, she is primarily responsible for analysing and selecting stocks for the firm’s Asia Pacific ex-Japan, and the ASEAN portfolios. She also works closely with other portfolio managers covering markets in the North Asia region.

Having worked in the industry since 2000, Kenglin has buy- and sell-side equity analyst experience. She has covered stocks listed on exchanges in Hong Kong, Taiwan, the ASEAN region and Australia. Prior to joining Manulife Investment Management, she worked for JS Cresvale International (Hong Kong) and Pheim Asset Management.

Kenglin holds a Bachelor of Business Administration majoring in finance from the University of Putra Malaysia and is a CFA charterholder. She obtained her Type 4, 5 and 9 representative licenses from the Hong Kong Securities and Futures Commission in June 2009.


Mr. Wenlin Li, (Director, Equities) – designated fund manager for Manulife Shariah China Equity Fund and co- fund manager for Manulife Investment Greater China Fund

Mr. Wenlin Li is based in Hong Kong, Wenlin focuses on enhancing Manulife Investment Management’s stock selection capability in Chinese equities and manages the China A-shares as well as Southbound Stock Connect related portfolios.

Before joining the firm, Mr. Wenlin Li was an associate vice-president at RCM covering the China A-share market with a wide range of sector responsibilities. He also assisted in managing the China A-share equity portfolio. Prior to that, he was with UBS (Asia), where he spent four years on the telecommunications team and one year as lead Internet sector analyst. He previously spent two years at Goldman Sachs (Asia) focusing on consumer and auto sectors.

Mr. Wenlin Li holds a Master of Finance from Peking University and a Bachelor of Accounting from the University of Technology and Science, China.


Mr. Marco Giubin, (Senior Portfolio Manager, Equities) – designated fund manager for Manulife Shariah India  Equity Fund

Mr. Marco Giubin is based in Hong Kong, Marco is Managing Director and Senior Portfolio Manager for the company’s income-orientated Asia Pacific equity strategies. He is the company’s Asian high-dividend equity specialist and leads equity analysis for the Australian market. Marco has over 18 years of equity investment experience focusing on Asia Pacific markets. Prior to joining the company, he was head of Asia Pacific equity research for Eight Investment Partners, a Sydney-based boutique investment house. Before this, he was with Mirae Global Investments as senior portfolio Manager for a number of Asia Pacific mandates and served as head of research for a team of 15 equity analysts. Marco holds Bachelor of Business degree with a major in finance and marketing from the University of Technology in Sydney, Australia.


Miss Bonnie Sit, (CFA, Senior Investment Analyst, Multi Asset Solutions Team, Asia) – designated fund manager for Manulife PRS-Growth Fund, Manulife PRS-Moderate Fund, Manulife PRS-Conservative Fund, Manulife Shariah PRS-Growth Fund, Manulife Shariah PRS-Moderate Fund and Manulife Shariah PRS-Conservative Fund

Miss Bonnie Sit, CFA, a senior director and senior investment analyst for asset allocation within the Multi-Asset Solutions Team (“MAST”) at Manulife Investment Management (“MIM”).  MAST is tasked with the delivery of cross-asset class investment solutions that include pension and retirement solutions, risk management- and outcome-oriented solutions, and multi-manager portfolios including both public and private assets.  Solutions may be absolute return, peer- or benchmark-relative and are delivered in many formats including mutual fund (including fund-of-fund), pooled, segregated and customized.

MAST designs bespoke solutions on behalf of retail and institutional clients around the world and includes asset allocation, Liability-Driven Investing, Liquid Alternative, Beta Management and OCIO / Fiduciary Solutions for pension plans.  Asset solutions include target risk, target date and a wide array of strategic, tactical and absolute return multi-asset class portfolios that are highly customizable depending on client objectives.

Bonnie has more than 16 years experience in a variety of roles, most recently as investment strategist at the Australian Government Future Fund. Prior to this, she held analyst roles at Medley Capital and Thomas Weisel Partners in the U.S.

Bonnie holds a Bachelor of Arts in International Relations and Economics from Wellesley College in the U.S. and is a CFA charterholder.

Manulife Investment Management (US) LLC

Manulife Investment Management (M) Berhad has appointed Manulife Investment Management (US) LLC as the fund manager for Manulife Shariah Global REIT Fund. 

Manulife Investment Management (US) LLC (a wholly-owned subsidiary of Manulife Financial Corporation) was organized in 1968 in the state of Delaware and registered with the Securities and Exchange Commission (SEC) on August 4, 1992. Manulife Investment Management (US) LLC and its affiliates provide comprehensive asset management solutions for institutional investors and investment funds in key markets around the world since 1992. Its investment expertise extends across a broad range of public and private asset classes, as well as asset allocation solution. Manulife Investment Management (US) LLC’s investment teams operate in a boutique environment1, empowered to make investment decisions in line with their singular philosophy and their clients’ long-term objectives, are backed by the global network and resources of a trusted leader. As at 31 December 2021, Manulife Investment Management (US) LLC has assets under management of USD 229.3 billion.

1Means a market segment that requires highly individualized services (i.e. private mandate funds).

Designated fund manager

Mr. Joseph P. Marguy, (Managing Director) - designated fund manager for Manulife Shariah Global REIT Fund
Mr. Marguy is a managing director and portfolio manager at Manulife Investment Management (US) LLC. Mr. Marguy is the lead portfolio manager of the Global Real Estate strategy and he is also a member of the capital appreciation team. He provides dedicated research on the real estate sector for the Bank Opportunities and Financial Industries strategies, as well as diversified strategies managed by the capital appreciation team. Earlier in his career, he was an investment analyst with the company’s risk management area, responsible for attribution and risk exposure reports for our investment teams. Mr. Marguy began his career at Chase Global Financial Services.

Principal Asset Management Berhad ("Principal Asset Management")

Manulife Investment Management (M) Berhad has appointed Principal Asset Management Berhad as the Fund Manager for Manulife Investment-CM Flexi Fund and Manulife Investment-CM Shariah Flexi Fund.

Principal Asset Management, is a joint venture between Principal Financial Group®, a member of the FORTUNE 500® and a Nasdaq-listed global financial services and CIMB Group Holdings Berhad, one of Southeast Asia’s leading universal banking groups.   

Established on 13 June 1994, Principal Asset Management is headquartered in Malaysia and has footprint across Indonesia, Thailand and Singapore. The company serves 400,000 investors in Malaysia and Singapore. Principal Asset Management Berhad offer a wide variety of solutions to help people and companies in building, protecting and advancing their financial well-being with our unit trust, retirement schemes, discretionary mandates and asset management expertise. 

With innovative ideas and real-life solutions, the company helps make financial progress towards a more secure financial future possible for clients of all income and portfolio sizes. As at 31 December 2021, Principal Asset Management has assets under management of RM80.63 billion in Malaysia.

Designated fund manager

The designated Fund Manager for Manulife Investment-CM Flexi Fund and Manulife Investment-CM Shariah Flexi Fund is Mr Patrick Chang Chian Ping.

Mr. Patrick Chang Chian Ping joined CIMB-Principal in 22 February 2016 and currently holds the positions of Chief Investment Officer for Malaysia and Chief Investment Officer Equities, ASEAN region effective 1 October 2018. He comes with an extensive 18 year of experiences in asset management and is backed by numerous ASEAN awards from Malaysian pension funds in 2013 and 2015. He was previously the Head of ASEAN equities at BNP Paribas Investment Partners, Malaysia where he oversees ASEAN equities for both Malaysian and offshore clients from 2012. Prior to that, he served as Senior Vice President for CIMB-Principal where he specialized in Malaysia, ASEAN and Asia specialist funds. He also worked as a portfolio manager at Riggs and Co International Private Banking in London specializing in managing global ETF portfolios and holds the Capital Markets Services Representative License. He graduated with a Master of Finance from City University Business School and Bachelor of Accounting and Financial Analysis from University of Warwick (Chevening Scholar), UK.

Affin Hwang Asset Management Berhad ("Affin Hwang AM")

 

Manulife Investment Management (M) Berhad appointed Affin Hwang AM as the Fund Manager for Manulife Investment-HW Flexi Fund, Manulife Investment Shariah Progress Fund and Manulife Investment-HW Shariah Flexi Fund.

Affin Hwang AM was incorporated in Malaysia on 2 May 1997 under the Companies Act 1965 and began its operations under the name Hwang-DBS Capital Berhad in 2001. In early 2014, Affin Hwang AM was acquired by the Affin Banking Group (“Affin”) and hence, is now supported by a home-grown financial services conglomerate.  Affin has over 40 years of experience in financial industry which focuses on commercial, Islamic and investment banking services, money broking, fund management and underwriting of life and general insurance business. Meanwhile, Affin Hwang AM has more than 15 years’ experience in the fund management industry. Additionally, Affin Hwang AM is also 30% owned by Nikko Asset Management International Limited (“Nikko AM”), a wholly-owned subsidiary of Tokyo-based Nikko Asset Management Co. Ltd, an Asian investment management franchise.

Affin Hwang AM distributes its funds through various channels as follows:-

(i) In-house/internal sales team;

(ii) IUTA & CUTA (Corporate Unit Trust Advisers); and 

(iii) Unit trust consultants.

Affin Hwang AM’s head office is located in Kuala Lumpur and has a total of 7 main sales offices located in Peninsular and East Malaysia. The sales offices are in Penang, Ipoh, Johor Bharu, Melaka, Kuching, Miri and Kota Kinabalu. As at 31 December 2021, Affin Hwang AM has assets under management of RM 81.1 billion.

Designated fund manager

The designated Fund Manager for Manulife Investment-HW Flexi Fund, Manulife Investment Shariah Progress Fund and Manulife Investment-HW Shariah Flexi Fund is Mr. Gan Eng Peng.

Mr. Gan Eng Peng joined Affin Hwang Asset Management Berhad in April 2008 as Head of Equities, bringing with him more than 20 years of experience in regional and local equities investment, corporate finance and business management. His high-conviction, bottom-up approach to stock picking that emphasizes strong business models with quality management combined with the need for yearly income generation has gained a strong industry following. He is known for his clear, concise articulation of his investment ideas. His current role as Head of Equity Strategies & Advisory is to devote his time to finding new ideas, in addition to maintaining portfolio management responsibilities. Prior to joining the Affin Hwang Asset Management Berhad, Mr. Gan was Head of Equities of Investments at Pacific Mutual Fund Berhad where he led an experienced fund management team. Mr. Gan had overall responsibility for all their funds across the board. His role involved being responsible for all equity fund performance, research initiatives and providing marketing support. Mr. Gan graduated with a Bachelor of Science (Industrial and Business Economics) from the London School of Economics, England (1992) and holds Capital Markets and Services Representative’s License in fund management.

 

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