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.

Separately managed accounts

Separately managed accounts (SMAs) are an investment vehicle of choice for high-net-worth individuals seeking tailored investment solutions along with direct ownership of securities. SMAs provide access to institutional-caliber portfolio services at John Hancock Asset Management across U.S. equity, international equity, and balanced portfolio strategies.

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

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

Invests in American depositary receipts (ADRs) of large-cap companies that the management team views as undervalued

Invests in companies that have increased their dividends for the past five consecutive years

Combines companies that have increased their dividends for at least the past five years with a portfolio of investment grade fixed income securities

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

 


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Prices($) as of EXPENSE RATIOS YTD Return(%) as of Morningstar rating as of Morningstar percentile rating as of Total Returns without sales chargeat NAV (%) as of Total Returns without sales charge (%) as of
Symbol Fund name Managed by Morningstar category NAV CHG CHG Market price Closing price NET GROSS CONTRACTUAL THROUGH w sales chg w sales chg NAV w/o sales chg w/o sales chg Market price Total net assets ($) Overall rating Morningstar category 1 Year 3 Year 5 Year 10 Year 1 Month YTD 1 Year 5 Year 10 Year INCEP Fact sheetsPDFs Reports and commentaryPDFs ProspectusPDFs ProspectusPDFs Plan disclosure document

First Quadrant

  • First Quadrant
Multicurrency Prices
EXPENSE RATIOS YTD Return
Multicurrency Morningstar percentile rating as of of of of of Total returns without sales chargeat NAV (%) as of Broker Investor Quarterly Semi­annual Annual Summary Full

John Hancock Asset Management

  • John Hancock Asset Management
Multialternative Prices
EXPENSE RATIOS YTD Return

Out of funds

Multialternative Morningstar percentile rating as of of of of of Total returns without sales chargeat NAV (%) as of Broker Investor Quarterly Semi­annual Annual Summary Full

Wellington Management

  • Wellington Management
Infrastructure Prices
EXPENSE RATIOS YTD Return

Out of funds

Infrastructure Morningstar percentile rating as of of of of of Total returns without sales chargeat NAV (%) as of Broker Investor Quarterly Semi­annual Annual Summary Full

Standard Life Investments

  • Standard Life Investments
Multialternative Prices
EXPENSE RATIOS YTD Return

Out of funds

Multialternative Morningstar percentile rating as of of of of of Total returns without sales chargeat NAV (%) as of Broker Investor Monthly Quarterly Semi­annual Annual Summary Full

Standard Life Investments

  • Standard Life Investments
Multialternative Prices
EXPENSE RATIOS YTD Return

Out of funds

Multialternative Morningstar percentile rating as of of of of of Total returns without sales chargeat NAV (%) as of Investor Semi­annual Annual Summary Full

Standard Life Investments

  • Standard Life Investments
Multialternative Prices
EXPENSE RATIOS YTD Return
Multialternative Morningstar percentile rating as of of of of of Total returns without sales chargeat NAV (%) as of Investor Semi­annual Annual Summary Full

Boston Partners

  • Boston Partners
Options-based Prices
EXPENSE RATIOS YTD Return

Out of funds

Options-based Morningstar percentile rating as of of of of of Total returns without sales chargeat NAV (%) as of Investor Semi­annual Annual Summary Full

Wellington Management

  • Wellington Management
Long-Short Equity Prices
EXPENSE RATIOS YTD Return

Out of funds

Long-Short Equity Morningstar percentile rating as of of of of of Total returns without sales chargeat NAV (%) as of Broker Investor Monthly Quarterly Semi­annual Annual Summary Full

Wellington Management

  • Wellington Management
Large Growth Prices
EXPENSE RATIOS YTD Return

Out of funds

Large Growth Morningstar percentile rating as of of of of of Total returns without sales chargeat NAV (%) as of Investor Semi­annual Annual Summary Full

John Hancock Asset Management

  • John Hancock Asset Management
Allocation- 50% to 70% Equity Prices
EXPENSE RATIOS YTD Return

Out of funds

Allocation- 50% to 70% Equity Morningstar percentile rating as of of of of of Total returns without sales chargeat NAV (%) as of Broker Investor Quarterly Semi­annual Annual Summary Full

John Hancock Asset Management

  • John Hancock Asset Management
Allocation- 15% to 30% Equity Prices
EXPENSE RATIOS YTD Return

Out of funds

Allocation- 15% to 30% Equity Morningstar percentile rating as of of of of of Total returns without sales chargeat NAV (%) as of Investor Semi­annual Annual Summary Full

John Hancock Asset Management

  • John Hancock Asset Management
Allocation- 85%+ Equity Prices
EXPENSE RATIOS YTD Return

Out of funds

Allocation- 85%+ Equity Morningstar percentile rating as of of of of of Total returns without sales chargeat NAV (%) as of Broker Investor Quarterly Semi­annual Annual Summary Full