JHancock International Strategic Equity Allocation Fund Class NAV (0P00018C80)

Overview

The fund is designed for investors seeking to diversify their investment portfolio through exposure to both domestic and international equity markets, encompassing a broad range of market capitalizations. It aims to meet its investment objective by primarily focusing on equity securities, including those in both developed and emerging markets. The strategy involves investing a significant portion of its assets in foreign securities but also includes U.S. issuers to maintain a balanced approach. Additionally, the fund has the flexibility to invest in fixed-income securities, offering a blend of growth and income opportunities to its investors. By incorporating futures on indexes of equity securities, the fund is positioned to take advantage of market conditions and trends.

Products and Services

• Equity Securities Investment

  This encompasses the fund's core investment in equity securities across various market capitalizations. It includes investing in both foreign and domestic markets, aiming to capture growth through diversification. Equity investments may cover a wide range of sectors and industries, providing a foundation for potential capital appreciation.

• Futures on Indexes of Equity Securities

  The fund employs futures contracts on equity indexes as a strategic tool to hedge against market volatility and take advantage of short-term market movements. This derivative investment strategy enhances the fund's flexibility to navigate the equity markets efficiently.

• Investments in Foreign Securities

  A significant portion of the fund's portfolio is allocated to foreign securities, including those from both developed and emerging markets. This strategy allows investors to gain exposure to the global economic landscape, benefiting from the growth potential in various regions. Investing in foreign securities can introduce additional risks, such as currency fluctuations and geopolitical issues, but offers the potential for higher returns.

• Investments in U.S. Issuers

  While focusing on international markets, the fund also includes equity securities of U.S. issuers in its investment mix. This not only provides geographical diversification but also balances the portfolio with assets from the world's largest economy, known for its stability and innovative industries.

• Fixed-Income Securities

  Aside from equity investments, the fund may allocate a portion of its assets to fixed-income securities. This includes bonds and other debt instruments that can provide a steady income stream and help mitigate the portfolio's overall risk profile. Fixed-income investments are particularly valuable during periods of market uncertainty, offering a cushion against equity market fluctuations.