Paul Moroz - Manulife Global
| 0P0000MOTX | CAD 44.60 0.14 0.31% |
Paul Moroz is Chief Investment Officer and a director at Mawer Investment Management Ltd., which he joined in 2004. He is also comanager of the Mawer Global Equity Fund and the Mawer Global Small Cap Fund. Prior to joining Mawer, Mr. Moroz was employed by Alberta Investment Management and Merrill Lynch Canada Inc. Mr. Moroz is a Chartered Financial Analyst charterholder. He earned a Bachelor of Commerce degree from the Haskayne School of Business at the University of Calgary. Mr. Moroz is a member of the CFA Institute and the Calgary CFA Society.
| Phone | 888-588-7999 |
Manulife Global Management Performance (%)
Similar Money Managers
| Found 1 records | One Year Return | ||
| Geoff MacDonald | Edgepoint Global Portfolio | N/A | |
Manulife Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right fund is not an easy task. Is Manulife Global a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Total Asset | 2.68 B | |||
| One Year Return | 10.19 % | |||
| Three Year Return | 8.37 % | |||
| Five Year Return | 8.83 % | |||
| Ten Year Return | 12.94 % | |||
| Net Asset | 2.68 B | |||
| Minimum Initial Investment | 500 | |||
| Cash Position Weight | 4.16 % | |||
| Equity Positions Weight | 95.41 % | |||
| Bond Positions Weight | 0.43 % |
Pair Trading with Manulife Global
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Manulife Global position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Manulife Global will appreciate offsetting losses from the drop in the long position's value.Moving together with Manulife Fund
| 0.63 | 0P0000IUYO | Edgepoint Global Por | PairCorr |
| 0.75 | 0P00012UCU | RBC Global Equity | PairCorr |
| 0.69 | 0P000072UA | Invesco Global Companies | PairCorr |
| 0.71 | 0P0001FAU5 | TD Comfort Aggressive | PairCorr |
The ability to find closely correlated positions to Manulife Global could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Manulife Global when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Manulife Global - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Manulife Global Equity to buy it.
The correlation of Manulife Global is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Manulife Global moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Manulife Global Equity moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Manulife Global can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Other Information on Investing in Manulife Fund
Manulife Global financial ratios help investors to determine whether Manulife Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Manulife with respect to the benefits of owning Manulife Global security.
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