Investments

We build funds based on investor needs, then we search the world to find proven portfolio teams with specialized expertise in those strategies. Select a fund for details on strategy, expenses, performance, and rankings.

Form CRS (client relationship summary), Manulife Investment Management (US), LLC


Separately managed accounts

Separately managed accounts (SMAs) are designed for high-net-worth individuals seeking tailored investment solutions along with direct ownership of securities. SMAs provide access to institutional-caliber portfolio services across U.S. and international equity, fixed-income, and balanced portfolio strategies—all managed by veteran teams at Manulife Investment Management.

Fundamental All Cap Core Strategy

Invests in companies of all market capitalizations that possess wide moats and offer the potential to compound cash flows across market cycles

Fundamental Large Cap Core Strategy

Invests in large-cap companies that demonstrate a sustainable competitive advantage and are trading at compelling discounts to their long-term intrinsic value

Fundamental Global Franchise Strategy

Seeks long-term capital appreciation through opportunistic exposure to companies with global franchises and sustainable competitive advantage

U.S. Small Cap Core Strategy

Invests in profitable small-cap companies with niche business models that offer improving earnings and attractive valuations

Core Fixed Income Strategy

Pursues capital preservation and high current income by investing in a mix of high-quality U.S. government, agency, and corporate bonds, as well as securitized debt, through allocations to both individual securities and underlying funds

Core Plus Fixed Income Strategy

Pursues high current income consistent with a prudent level of risk by investing in a mix of government and corporate bonds, as well as securitized debt, through allocations to both individual securities and underlying funds

The benefits of separately managed accounts

  • Direct ownership of securities in a professionally managed portfolio
  • Potential for tax efficiency through the use of in-kind securities and other strategies
  • Portfolio customization, including the ability to exclude certain securities or sectors based on social, political, or environmental beliefs

 

Form CRS (customer relationship summary), John Hancock Investment Management LLC


Asset allocation model portfolios

Model portfolios are a great way to get diversified exposure to financial markets in a single step. Our multimanager asset allocation models bring together some of the best specialized investment teams from around the world, helping investors achieve:

 

  • Broad exposure to global financial markets
  • Diversification through a mix of asset classes, investment styles, and asset managers

Global equity model

Strategic equity allocation across market capitalizations, geographies, and sectors

Global Dynamic Equity Model Portfolio

Income model

Allocations across positive yielding asset classes, including global fixed-income and dividend-paying equity investments

Multi-Asset Income Model Portfolio

Multimanager active/passive models

Cost-efficient implementation of active and passive strategies

 

  • Multimanager Active/Passive Aggressive Model Portfolio
  • Multimanager Active/Passive Balanced Model Portfolio
  • Multimanager Active/Passive Conservative Model Portfolio
  • Multimanager Active/Passive Growth Model Portfolio
  • Multimanager Active/Passive Moderate Model Portfolio

Multimanager ETF models

Cost-efficient implementation of ETFs and other passive strategies

 

  • Multimanager ETF Aggressive Model Portfolio
  • Multimanager ETF Balanced Model Portfolio
  • Multimanager ETF Conservative Model Portfolio
  • Multimanager ETF Growth Model Portfolio
  • Multimanager ETF Moderate Model Portfolio

Multimanager mutual fund models

Active mutual fund implementation to deliver the highest potential for alpha

 

  • Multimanager Aggressive Model Portfolio
  • Multimanager Balanced Model Portfolio
  • Multimanager Conservative Model Portfolio
  • Multimanager Growth Model Portfolio
  • Multimanager Moderate Model Portfolio

Collective investment trusts

A collective investment trust (CIT) is a tax-exempt, pooled investment vehicle maintained by a bank or trust company available only to certain qualified retirement plans in the United States. Investors’ assets are pooled to create a larger and more diversified investment portfolio of securities, such as stocks, bonds, and even mutual funds.



Core Plus Fixed-Income Strategy

Pursues high current income consistent with a prudent level of risk by investing in a mix of government and corporate bonds, as well as securitized debt, through allocations to both individual securities and underlying funds

 

Global Focus Strategy

Seeks strong capital preservation in down markets and long-term value creation through a globally diversified portfolio of best-of-breed companies, which we believe tend to outperform over the long haul and may help to limit downside risk in down markets

 

Strategic Fixed-Income Strategy

Invests primarily in global government and corporate bonds, including emerging markets and high-yield securities. Currency management seeks to further diversify the portfolio, mitigate risk, and add value

 

Strategic Fixed Income Opportunities Strategy

Takes an opportunistic global approach with an expanded opportunity set across multiple sectors and currencies. Pursues a risk-controlled strategy with a focus on total return and income generation, seeking out the best-performing segments while avoiding the riskier parts of the bond market

The features of collective investment trusts

  • Lower management fees and tax-free earnings can help enhance returns
  • Access to a more diversified investment portfolio
  • Offer daily valuations and processing
Learn more
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© 2020 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

For Morningstar ratings over longer time periods, please click on the fund name.

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. Past performance does not guarantee future results. Hollow stars indicate Morningstar's extended performance rating. Morningstar’s extended performance rating is calculated by adjusting the historical total returns of the oldest share class to reflect the fee structure of a younger share class, and then compounding the combined record of actual and adjusted performance into the 3-,5-, and 10-year time periods necessary to produce Morningstar Risk-Adjusted Returns and a Morningstar Rating. Extended performance ratings do not affect actual Morningstar ratings; the overall ratings for multi-share class funds are based on actual performance only or extended performance only. Once a share class turns 3 years old, the overall Morningstar Rating will be based on actual ratings only. Adjusted historical performance is only an approximation of actual returns, and Morningstar’s calculation methodology may differ from those used by other entities. Past performance does not guarantee future results.

 

Mutual funds

The past performance shown here reflects reinvested distributions and the beneficial effect of any expense reductions, and does not guarantee future results. Returns for periods shorter than one year are cumulative, and results for other share classes will vary. Shares will fluctuate in value and, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance cited. For complete information including expense ratio and monthly performance, please click on the respective fund links above.

Class A shares

Sales charge figures for Class A shares reflect the maximum sales charge, which is 5.0% for equity and alternative funds, 4.5% for asset allocation funds, and 4.0% for fixed-income funds, with the following exceptions: John Hancock Absolute Return Currency Fund has a maximum sales charge of 3.0%, John Hancock Floating Rate Income Fund and John Hancock Short Duration Credit Opportunities Fund have a maximum sales charge of 2.5%, John Hancock Short Duration Bond Fund has a maximum sales charge of 5.0%, and John Hancock New Opportunities Fund has a maximum sales charge of 4.0%.

Class B shares

With sales charge figures reflect the applicable contingent deferred sales charge (CDSC) on Class B shares. The Class B shares' CDSC declines annually between years 1-6 according to the following schedule: 5, 4, 3, 3, 2, 1%. No sales charge will be assessed after the sixth year.

Class C shares

With sales charge figures reflect the applicable contingent deferred sales charge on Class C shares. Class C shares held for less than one year are subject to a 1% sales charge.

Class I and the Class R share series do not have any sales charges. 

 

ETFs

The past performance shown here reflects reinvested distributions and the beneficial effect of any expense reductions, and does not guarantee future results. Returns for periods shorter than one year are cumulative. Shares will fluctuate in value and, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance cited. For complete information, including sales charges and market price, please click on the respective fund links above.

Market performance is determined using the bid/ask midpoint at 4 P.M., Eastern time, when the NAV is typically calculated; your returns may differ if you traded shares at other times. NAV is calculated by dividing the total value of all the securities in the fund’s portfolio plus cash, interest, and receivables, minus any liabilities, by the number of fund shares outstanding.

 

529

The performance data presented represents past performance. Past performance does not guarantee future results, and current performance may be lower or higher than the performance quoted. Investment returns in John Hancock Freedom 529 portfolios and the value of an investor’s units will fluctuate and may be worth more or less than original cost when redeemed. For complete information, including sales charges, fees, expense ratios, and monthly performance, please click on the respective fund links above.