John Hancock Greater China Opportunities Fund

Q1 2017
■
All data as of 3/31/17
John Hancock Greater China Opportunities Fund
A: JCOAX
C: JCOCX
I: JCOIX
I
Seeks: Long-term capital appreciation
Use for: Focused emerging-market equity holding
China region potential
Investing in companies located in China, Hong
Kong, and Taiwan
SECTOR COMPOSITION1 (%)
On-the-ground expertise
Leveraging the firm’s long-standing local presence
and expertise in the heart of 10 markets in Asia
Morningstar category: China Region
Lipper category: China Region Funds
Undervalued opportunities
Seeking companies that have strong growth
outlooks, recognized catalysts for change, and
attractive valuations
AVERAGE ANNUAL TOTAL RETURNS (%)
QTD
Class I (without sales charge)
YTD 1 year 3 year 5 year 10 year
Life of
fund
Life of
fund date
11.91
11.91
15.73
2.86
7.21
3.92
9.16
6/9/05
6.21
6.21
9.53
0.75
5.66
3.15
8.40
6/9/05
Class A (without sales charge)
11.80
11.80
15.30
2.49
6.75
3.68
8.87
6/9/05
MSCI Golden Dragon Index2
12.74
12.74
20.21
7.36
7.04
5.68
8.37
—
Class A (with 5% maximum sales charge)
Expense ratios (%)
Gross
Net
(what you pay)
Contractual
through
InformationTechnology
Technology
Information
35.25
Class I
1.55
1.34
2/28/18
Financials
Financials
20.72
Class A
1.86
1.72
2/28/18
ConsumerDiscretionary
Discretionary
Consumer
12.80
Energy
Energy
5.57
RealEstate
Estate
Real
5.35
Materials
Materials
4.36
TelecommunicationServices
Services
Telecommunication
4.22
Industrials
Industrials
2.83
ConsumerStaples
Staples
Consumer
2.74
HealthCare
Care
Health
2.43
GROWTH OF A HYPOTHETICAL $10,000 INVESTMENT
Class I without sales charge—6/9/05 to 3/31/17
$28,165
TEN LARGEST EQUITY HOLDINGS1 (%)
Tencent Holdings, Ltd.
Taiwan Semiconductor Manufacturing Company,
Ltd.
8.37
Alibaba Group Holding-SP ADR
6.11
China Construction Bank Corp.
3.93
AIA Group, Ltd.
3.83
Industrial & Commercial Bank of China, Ltd.
3.47
China Mobile, Ltd.
3.14
Ping An Insurance Group Company, of China, Ltd.
2.70
Weibo Corp.
2.00
Cheung Kong Property Holdings, Ltd.
TOTAL
6.96
1.91
42.42
$10,000
6/05
6/08
6/11
6/14
3/17
The past performance shown here reflects reinvested distributions and the beneficial effect of any
expense reductions, and does not guarantee future results. Returns for periods shorter than one year are
cumulative, and results for other share classes will vary. Shares will fluctuate in value and, when redeemed,
may be worth more or less than their original cost. Current performance may be lower or higher than the
performance cited. For the most recent month-end performance, visit jhinvestments.com.
“Net (what you pay)” represents the effect of a fee waiver and/or expense reimbursement and is subject to
change.
1 Listed holdings are a portion of the fund’s total and may change at any time. They are not recommendations to buy or sell any security. Data is expressed as a percentage of net assets and excludes cash and cash equivalents.
2 The MSCI Golden Dragon Index tracks the performance of publicly traded large- and mid-cap stocks in China, Hong Kong, and Taiwan. Total returns are calculated gross of foreign withholding tax on dividends. It is not possible to
invest directly in an index.
Q1 2017
■
John Hancock Greater China Opportunities Fund
All data as of 3/31/17
YEAR-BY-YEAR TOTAL RETURNS (%)—CLASS I WITHOUT SALES CHARGE
MANAGED BY
Kai-Kong Chay, CFA
On the fund since 2011
Investing since 1997
58.90
48.71
11.59
–53.22
23.85
16.98
–22.78
0.08
–5.44
1.15
Ronald Chan, CFA
On the fund since 2011
Investing since 1995
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
JOHN HANCOCK INVESTMENTS
¡ A trusted brand
¡ A better way to invest
¡ Results for investors
KEY STATISTICS
Total net assets ($M)
52.07
Portfolio turnover3 (%)
WHAT YOU SHOULD KNOW BEFORE INVESTING
Number of holdings
Foreign investing, especially in emerging markets, has additional risks, such as currency and market volatility and
political and social instability. Investments in the Greater China region are subject to special risks, such as less
developed or less efficient trading markets, restrictions on monetary repatriation, and possible seizure, nationalization,
or expropriation of assets. The fund may invest in IPOs, which are frequently volatile in price and may lead to increased
portfolio turnover. The stock prices of midsize and small companies can change more frequently and dramatically
than those of large companies. The fund may invest its assets in a small number of issuers. Performance could suffer
significantly from adverse events affecting these issuers. Hedging and other strategic transactions may increase volatility
and result in losses if not successful. Please see the fund’s prospectus for additional risks.
Benchmark
A fund’s investment objectives, risks, charges, and expenses should be considered carefully before investing.
The prospectus contains this and other important information about the fund. To obtain a prospectus,
contact your financial professional, call John Hancock Investments at 800-225-5291, or visit our website at
jhinvestments.com. Please read the prospectus carefully before investing or sending money.
55
62
MSCI Golden Dragon Index2
Average market cap4 ($B)
Fund
Benchmark
48.22
46.88
Beta5
0.96
R-squared6 (%)
88.05
Sharpe ratio7
Standard deviation8 (%)
Fund
Benchmark
15.78
15.50
Upside capture ratio9 (%)
100.01
0.51
Downside capture ratio (%)
99.12
9
Unless noted, data from Morningstar, Inc. is based on Class I shares for
the five-year period ended 3/31/17.
3
4
5
6
7
8
9
The portfolio turnover is as of the fund’s fiscal year end and is subject to change. The fund’s annual report includes further details regarding the portfolio turnover ratio.
FactSet. Average market cap is based on a weighted average.
Beta measures the sensitivity of the fund to its benchmark. The beta of the market (as represented by the benchmark) is 1.00. Accordingly, a fund with a 1.10 beta is expected to have 10% more volatility than the market.
R-squared measures what portion of the fund’s return can be explained by variations against the broad market. A lower than 70.00% R-squared means the fund’s performance is less dependent on market moves.
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.
Standard deviation measures performance fluctuation, may not be indicative of future risk, and is not a predictor of returns.
Upside capture ratio measures a manager’s performance in up markets relative to the market itself. Downside capture ratio measures a manager’s performance in down markets relative to the market itself.
Connect with John Hancock Investments:
@JH_Investments | jhinvestmentsblog.com
John Hancock Funds, LLC Member FINRA, SIPC
601 Congress Street Boston, MA 02210-2805 800-225-5291
jhinvestments.com
NOT FDIC INSURED. MAY LOSE VALUE. NO BANK GUARANTEE. NOT INSURED BY ANY GOVERNMENT AGENCY.
MF337233
080HS 4/17