JHancock U.S. Strategic Equity Allocation Fund Class NAV (0P00018C9G)

Overview

The described fund is an investment vehicle targeting the U.S. equity market with a flexible strategy that includes the capability for a portion of its assets to be allocated internationally. It is designed for investors looking for a dynamic approach to investing in both U.S. and, to a lesser extent, international equity markets. By aiming to invest at least 80% of its net assets in U.S. equity securities of any market capitalization, including futures on indexes of equity securities, the fund positions itself to respond actively to market conditions. Its commitment to active management allows for the reallocation of its portfolio to adjust to changing market opportunities and risks. Additionally, the fund’s strategy includes the possibility to invest in fixed-income securities, enhancing its diversification and potential for risk management.

Products and Services

• U.S. Equity Investments:

  The fund primarily invests in U.S. equity securities across various market capitalizations. This encompasses investments in a broad range of companies, from large, well-established firms to smaller, emerging businesses. By including futures on indexes of equity securities, the fund seeks to capitalize on broader market movements and trends, potentially enhancing returns.

• Active Management:

  Active management of the fund's allocation to different markets and types of securities is a central aspect of its strategy. This approach allows the fund to navigate through market volatilities by adjusting its exposure according to the assessed opportunities and risks. It aims to optimize its investment portfolio in response to economic indicators and market forecasts, striving to achieve superior performance relative to passive investment strategies.

• International Equity Exposure:

  Up to 20% of the fund’s net assets may be allocated to equity securities of foreign issuers. This provides investors with exposure to international markets, which may offer growth opportunities beyond those available in the U.S. market alone. Investing internationally can also offer additional diversification benefits, potentially reducing the portfolio’s risk profile.

• Fixed-Income Securities:

  The fund has the flexibility to invest in fixed-income securities. This component of the fund's portfolio can serve as a counterbalance to its equity holdings, potentially reducing volatility and providing a source of steady income. Fixed-income investments are selected based on an analysis of credit risk, interest rates, and economic conditions, further diversifying the fund's investment approach.