iDiversify®

John Hancock

Welcome to iDiversify™ by John Hancock Investments

Diversification just got easier! Use iDiversify to explore a variety of asset classes and investment options that can help you build a diversified portfolio.

 

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Analyze historical asset class returns.

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Compare performance of each asset class to a diversified portfolio.

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View John Hancock Investments offerings in equities, income, and alternatives.

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Equity disclosure

Source: Morningstar Direct, John Hancock Investments, 2016. Emerging markets are represented by the MSCI Emerging Markets Index, which tracks the performance of publicly traded large- and mid-cap emerging-market stocks. Large-, mid-, and small-cap growth and value stocks are represented, respectively, by the Russell 1000 Growth Index, the Russell 1000 Value Index, the Russell Midcap Growth Index, the Russell Midcap Value Index, the Russell 2000 Growth Index, and the Russell 2000 Value Index. These indexes track the performance of publicly traded large-, mid-, or small-cap companies in the United States; growth indexes track those companies with higher price-to-book ratios and higher forecasted growth values; value indexes track those companies with lower price-to-book ratios and lower forecasted growth values. International is represented by the MSCI Europe, Australasia, and Far East (EAFE) Index, which tracks the performance of publicly traded large- and mid-cap stocks of companies in those regions. Total returns are calculated gross of foreign withholding tax on dividends. Diversified equities are represented by an equal-weighted blend of all eight categories shown in the above chart. It is not possible to invest directly in an index. Standard deviation measures performance fluctuation and may not be indicative of future risk, and is not a predictor of returns. Sharpe ratio is a measure of excess return per unit of risk, as defined by standard deviation. A higher Sharpe ratio suggests better risk-adjusted performance. This chart is for illustrative purposes only and does not represent the performance of any John Hancock fund. Diversification does not guarantee a profit or eliminate the risk of loss. Past performance does not guarantee future results.

Fixed-income disclosure

Source: Morningstar Direct, as of 12/31/16. This chart does not illustrate the performance of any John Hancock fund. Emerging-market debt is measured by the J.P. Morgan Emerging Markets Bond Index (EMBI) Global Diversified Index, which tracks the performance of U.S. dollar-denominated Brady bonds, Eurobonds, and traded loans issued by sovereign and quasisovereign entities. The index caps its exposure to countries with larger amounts of outstanding debt. High yield is measured by the Bank of America Merrill Lynch (BofA ML) U.S. High Yield Master II Index, which tracks the performance of globally issued, U.S. dollar-denominated high-yield bonds. Mortgage backed is measured by the Bloomberg Barclays U.S. Mortgage-Backed Securities Index, an unmanaged index comprising 15- and 30-year fixed-rate securities backed by the mortgage pools of Ginnie Mae, Freddie Mac, and Fannie Mae. Floating rate is measured by the Credit Suisse (CS) Leveraged Loan Index, which tracks returns in the leveraged loan market. Short-term credit is measured by the Bloomberg Barclays Credit 1–5 Year U.S. Index, which tracks the performance of U.S. government and international, U.S. dollar-denominated, investment-grade corporate bonds with maturities between one and five years. Cash is represented by the three-month U.S. Treasury bill, published by the U.S. Federal Reserve. Foreign bonds are represented by the Citigroup World Government Bond ex-U.S. Index, which consists of approximately 600 high-quality bonds issued by 17 different foreign countries. Investment-grade corporate bonds (IG corporates) are measured by the Bloomberg Barclays U.S. Corporate Index, which tracks the investment-grade, U.S. dollar-denominated, fixed-rate, taxable corporate bond market. 10-year U.S. Treasuries are measured by the BofA ML 10-year U.S. Treasury Index, a one-security index, rebalanced monthly, comprising the most recently issued 10-year U.S. Treasury note. Diversified bonds reflect an equal-weighted blend of all nine categories shown in the chart, rebalanced quarterly. Performance figures assume reinvestment of dividends and capital gains. Bloomberg was added to the Barclays index names on 8/24/16. It is not possible to invest directly in an index. This chart is for illustrative purposes only and does not represent the performance of any John Hancock fund. Diversification does not guarantee a profit or eliminate the risk of loss. Past performance does not guarantee future results.

Alternatives disclosure

Source: Morningstar Direct, as of 12/31/16. Precious metals are represented by the Morningstar Precious Metals Index, a fully collateralized precious metals futures index that is long on all eligible precious metals. Buy/write is represented by the CBOE S&P 500 BuyWrite Index (BXM), a benchmark designed to track the performance of a hypothetical buy/write strategy on the S&P 500 Index. Market neutral is represented by the Morningstar U.S. market neutral fund category, a collection of funds that attempts to reduce systematic risk created by factors such as exposures to sectors, market cap ranges, investment styles, currencies, and/or countries; the funds try to achieve this by matching short positions within each area against long positions, and these strategies are often managed as beta neutral, dollar neutral, or sector neutral. Commodities are represented by the Morningstar Long-Only Commodity Trust Index, a fully collateralized commodity futures index that is long on all eligible commodities. Global real estate is represented by the Morningstar World Real Estate Index, which consists of mortgage companies, property management companies, and real estate investment trusts. Long/short equity is represented by the Morningstar U.S. open-end long/short equity fund category, a collection of funds that holds sizable stakes in both long and short positions in equities and related derivatives; some funds that fall into this category will shift their net long or short exposures depending on their managers’ macro outlook or the opportunities they uncover through bottom-up research. Multicurrency is represented by the Morningstar U.S. open-end multicurrency fund category, a collection of funds that invests in instruments of foreign exchange. Diversified alternatives are represented by an equal weighting of the seven indexes shown in the table. It is not possible to invest directly in an index. Performance figures assume reinvestment of dividends and capital gains. Standard deviation measures performance fluctuation, may not be indicative of future risk, and is not a predictor of returns. Sharpe ratio is a measure of excess return per unit of risk, as defined by standard deviation. A higher Sharpe ratio suggests better risk-adjusted performance. This chart is for illustrative purposes only and does not represent the performance of any John Hancock fund. Diversification does not guarantee a profit or eliminate the risk of loss. Past performance does not guarantee future results.

The diversified equities portfolio in this chart is represented by the average return of the eight indexes. It does not represent any specific index.

The diversified income portfolio in this chart is represented by the average return of the eight indexes. It does not represent any specific index.

The diversified alternatives portfolio in this chart is represented by the average return of the seven indexes above. It does not represent any specific index.

The custom portfolio in this chart is represented by a blend of all three asset classes (equities, fixed income, and alternatives) according to the mix you’ve specified. It does not represent any specific index.

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