About JAKWX
John Hancock Disciplined Value Global Long/Short Fund is an alternative mutual fund that seeks long-term capital growth through a dynamic, value-oriented investment approach. The fund invests globally, allocating at least 80% of its net assets to equity and equity-related securities, targeting companies that meet defined value criteria. Its portfolio spans common and preferred stocks, warrants, options, convertible securities, depositary receipts, and real estate investment trusts. Notably, the fund can take both long and short positions in securities worldwide, including issuers from developed and emerging markets, and may employ a range of derivative instruments such as futures, swaps, and options to manage risk, gain efficient market exposure, or enhance returns. The fund’s strategy centers around disciplined portfolio rebalancing and risk assessment, with long and short exposure typically resulting in a net long position between 30% and 70%. This flexible structure positions the fund to seek opportunity across varying global market cycles while aiming to manage downside risk through short selling and hedging activities.
Fund Family John Hancock
Category Long-Short Equity
Performance Rating Above Average
Risk Rating Below Average
Ticker Symbol JAKWX
Share Class Class Nav
JAKWX had a total return of 24.46% in the past year, including dividends. Since the fund's
inception, the average annual return has been 18.20%.
