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John Hancock to use derivatives in first actively-managed ETF

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Boston-based financial services firm John Hancock is to use derivatives in its first actively-managed exchange-traded fund, according to a regulatory filing made with the US Securities and Exchange Commission.



John Hancock, which is planning to bring both actively-managed and index-based ETFs to market, has submitted an updated exemptive relief filing to the SEC which again identifies the John Hancock Global Balanced ETF as its initial fund.

However, as a complement to the ETF’s previously announced overall investment strategy of investing in equity securities and/or fixed income securities, the updated filing states: “The fund may, to a limited extent, engage in derivatives transactions that include futures contracts, options and foreign currency forward contracts.”

The SEC recently reversed a rule preventing the use of derivatives in ETFs.

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