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JHWI U.S. Large Cap Equity A Acc

Ranked 212 out of 867 in - US over 12 months
All calculations are in USD unless stated

Managed by

Emory W. Sanders, Jr.

Emory Sanders Jr, CFA is a senior managing director and senior portfolio manager for John Hancock Asset Management. He joined the firm in 2010 and is the co-leader of the US Core Value Equity team, which manages large cap value, large cap core and all cap core strategies. Prior to this, he was a director, portfolio manager and senior equity analyst with the large cap equity research team at Wells Capital Management. He graduated from the University of Vermont with a BSc in 1996 and is a member of the Boston Security Analysts Society.

Jonathan White

Objective

The investment objective of the Fund is to seek long-term capital appreciation. Under normal market conditions, the Fund pursues its investment objective by investing at least 80% of Net Asset Value in equity securities of Large-Capitalisation Companies. The Fund considers Large-Capitalisation Companies to be those companies in the capitalisation range of the S&P 500 Index. Equity securities include common and preferred stocks, ADRs, EDRs, GDRs, ADSs or similar securities.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/08/2016 - 31/08/2017
  • Rank 212/867 Total Return
  • Rank 532/867 Standard Deviation
  • Rank 544/867 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.4% 3.7%
2016 8.3% -5.0% 1.8% 6.4% 5.2%
2015 -5.7% 7.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland

Fund Info

  • Launch date29/06/2015
  • Share Class size08Mn
  • Base currencyUSD
  • ISIN IE00BXC46S02

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).