John Hancock Investments
at-a-glance

The Boston-based mutual fund business unit of John Hancock Financial, John Hancock Investments manages open-end funds, closed-end funds, college savings assets, retirement plans and related party assets for individual and institutional investors.

About John Hancock Investments

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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.

 From our earliest days as a four-person operation on Boston’s State Street, John Hancock has grown to include a diversified global investment firm.
 The New York Times named John Hancock one of the most powerful brands of the 20th century.1
 We have diverse capabilities to help serve our clients, with more than $148 billion in assets under management across asset classes.2

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.

Our team of 200+ professionals who specialize in manager research and oversight vets more than 300 new strategies and holds over 100 in-person oversight meetings with managers annually.

71 proven portfolio teams, each with a distinct philosophy and approach
27 elite asset managers (26 unaffiliated with John Hancock)
114 different investment strategies

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.

Our performance is the result of our multimanager model and our focus on finding and overseeing the best portfolio teams.

45 funds rated 4 or 5 stars by Morningstar at the highest-rated share class3
 71% of funds outperformed their Morningstar category averages over the past 10 years4

All funds may experience periods of negative performance.

Based on Class I returns where available. Results for John Hancock Blue Chip Growth Fund, John Hancock Equity Income Fund, and John Hancock Spectrum Income Fund are based on Class A returns. Results for John Hancock Multimanager Lifestyle Portfolios and John Hancock Multimanager Lifetime Portfolios are based on Class R6 returns.

1 New York Times, 1999.
2 $96 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.
3 As of 9/30/17. Includes mutual fund rankings/ratings only. Out of 83 funds rated by Morningstar, 12 funds received a 5-star overall rating and 33 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. Past performance does not guarantee future results.
4 Morningstar, as of 9/30/17. 29 out of 41 funds outperformed their Morningstar category averages for the 10-year period ended 9/30/17. Results for other periods will vary. 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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