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John Hancock launches Disciplined Value Mid Cap Fund


John Hancock Funds has completed the adoption of the Robeco Boston Partners Mid Cap Value Fund and has launched it as the newly established John Hancock Disciplined Value Mid Cap Fund.

The reorganisation was effective after the close of business on 9 July.

The fund is now available for sale to retail investors through their financial advisers.

"We’re pleased to launch Disciplined Value Mid Cap as a way to offer investors a distinct mid cap value offering with a strong long term track record and attractive risk-adjusted returns," says Keith F. Hartstein (pictured), president and chief executive of John Hancock Funds. "This new fund is an extension of our existing exclusive partnership with Robeco Boston Partners, which further supports our strategy of offering shareholders access to institutional expertise and products that would not otherwise be available to retail investors."

Robeco Boston Partners also manages the John Hancock Disciplined Value Fund which was adopted in 2008.

Mark Donovan, chairman of the Robeco Boston Partners equity strategy committee and the firm’s co-chief executive, says: "Partnering with Hancock has enabled us to remain focused on our core strength, value investing, while having the benefits of their strong and experienced distribution capabilities."

The John Hancock Disciplined Value Mid Cap Fund seeks to provide long-term growth of capital by investing at least 80 per cent of its net assets in a diversified portfolio of equity securities of issuers with medium market capitalisations and identified by Robeco Boston Partners as having value characteristics.

A medium market capitalisation issuer generally is considered to be one whose market capitalisation is similar to the market capitalisation of companies in the Russell Midcap Value Index. The index is comprised of those companies in the Russell Midcap Index with lower price to book ratios and lower forecasted growth values and with a market capitalisation range between USD223m and USD17.95bn.

The fund’s portfolio will be managed on a day-to-day basis by Robeco Boston Partners.

John Hancock Funds embarked on its fund adoption strategy in 2002. Its most recent adoption was Fiduciary Management Associates’ FMA Small Company Portfolio, which it re-launched as the John Hancock Small Company Fund in December 2009.

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