Our different approach

John Hancock Investments has employed a unique multimanager approach, representing one of America’s most trusted brands for over 25 years. Today, our diverse investment capabilities and risk-adjusted performance have made us one of the industry’s fastest-growing asset managers.

A trusted brand

John Hancock Investments is a premier asset manager representing one of America’s most trusted brands, with a heritage of financial stewardship dating back to 1862. Helping our shareholders pursue their financial goals is at the core of everything we do. It’s why we support the role of professional financial advice and operate with the highest standards of conduct and integrity.

All data is as of 6/30/17 unless otherwise noted.

1 The New York Times, 1999.
2 Not all funds are available to all investors. Funds domiciled outside the United States are not available to U.S. persons.
3 $93 billion in retail mutual fund and ETF assets and $52 billion in retirement assets, excluding non-John Hancock 529 plan assets and including seed capital.
4 Includes money markets, hybrid funds, and fund-of-fund allocations to unaffiliated products.

A better way to invest

We serve investors globally through a unique multimanager approach: We search the world to find proven portfolio teams with specialized expertise for every strategy we offer, then we apply robust investment oversight to ensure they continue to meet our uncompromising standards and serve the best interests of our shareholders.

Representative list of asset managers shows managers of stand-alone funds only. On 4/1/16, Mesirow Financial Investment Management acquired Fiduciary Management Associates, whose relationship with John Hancock Investments dates to 2009. All data is as of 6/30/17. All logos are the property of their respective owners.

Results for investors

Our unique approach to asset management enables us to provide a diverse set of investments backed by some of the world’s best managers, along with strong risk-adjusted returns across asset classes.

All funds may experience periods of negative performance.

 

1 As of 6/30/17. Includes mutual fund rankings/ratings only. Out of 82 funds rated by Morningstar, 11 funds received a 5-star overall rating and 35 funds received a 4-star overall rating. Ratings are counted at the highest-rated share class. For each managed product, including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts, with at least a 3-year history, Morningstar calculates a Morningstar rating based on a Morningstar Risk-Adjusted Return that accounts for variation in a fund’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Exchange-traded funds and open-end mutual funds are considered a single population for comparative purposes. The top 10.0% of funds in each category, the next 22.5%, 35.0%, 22.5%, and bottom 10.0% receive 5, 4, 3, 2, or 1 star(s), respectively. The overall Morningstar rating for a managed product is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar rating metrics. The rating formula most heavily weights the 3-year rating, using the following calculation: 100% 3-year rating for 36 to 59 months of total returns, 60% 5-year rating/40% 3-year rating for 60 to 119 months of total returns, and 50% 10-year rating/30% 5-year rating/20% 3-year rating for 120 or more months of total returns. Star ratings do not reflect the effect of any applicable sales load.

 

2 Morningstar, as of 6/30/17. Investing involves risks, including the potential loss of principal. There is no guarantee that a fund’s investment strategies will be successful. Please see the funds’ prospectuses for additional risks. Past performance does not guarantee future results.

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Large company stocks could fall out of favor. The stock prices of midsize and small companies can change more frequently and dramatically than those of large companies. Foreign investing, especially in emerging markets, has additional risks, such as currency and market volatility and political and social instability. A portfolio concentrated in one sector or that holds a limited number of securities may fluctuate more than a diversified portfolio. Hedging and other strategic transactions may increase volatility and result in losses if not successful. Illiquid securities may be difficult to sell at a price approximating their value. Fixed-income investments are subject to interest-rate and credit risk; their value will normally decline as interest rates rise or if an issuer is unable or unwilling to make principal or interest payments. Mortgage- and asset-backed securities may be sensitive to changes in interest rates and may be subject to early repayment and the market’s perception of issuer creditworthiness. Municipal bond prices can decline due to fiscal mismanagement or tax shortfalls, or if related projects become unprofitable. The interest earned on taxable municipal securities is fully taxable at the federal level and may be taxed at the state level. Liquidity—the extent to which a security may be sold or a derivative position closed without negatively affecting its market value, if at all—may be impaired by reduced trading volume, heightened volatility, rising interest rates, and other market conditions. Fund distributions generally depend on income from underlying investments and may vary or cease altogether in the future. The funds' ESG policy could cause them to perform differently than similar funds that do not have such a policy. Please see the funds' prospectuses for additional risks.

 

© 1999–2017 John Hancock Funds, LLC and affiliated companies. Member FINRA | SIPC, 601 Congress Street, Boston, MA 02210.

 

Click here to view a prospectus or summary prospectus. You may also request one from your financial advisor or by calling us at 800-225-5291. The prospectus includes investment objectives, risks, fees, expenses, and other information that you should consider carefully before investing.

 

NOT FDIC INSURED. MAY LOSE VALUE. NO BANK GUARANTEE. NOT INSURED BY ANY GOVERNMENT AGENCY.

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