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home / news releases / LLDTF - John Hancock Global Shareholder Yield Fund Q4 2024 Commentary


LLDTF - John Hancock Global Shareholder Yield Fund Q4 2024 Commentary

2025-02-28 10:55:00 ET

Summary

  • The John Hancock Global Shareholder Yield Fund underperformed the benchmark.
  • The MSCI World Index, the fund’s benchmark, posted a small loss in the fourth quarter.
  • Dividend-paying stocks lagged the broader market, creating a headwind for our strategy.

Average annual total returns 1 %

Qtd

Ytd

1 yr

3 yr

5 yr

10 yr

Life of fund

Life of fund date

Class I without sales charge

-4.53

14.31

14.31

6.60

7.07

6.26

6.26

3/1/07

Class A without sales charge

-4.55

14.00

14.00

6.33

6.79

5.99

5.90

3/1/07

Class A with sales charge

(Maximum initial sales charge

5.00%)

-9.30

8.26

8.26

4.54

5.70

5.44

5.60

3/1/07

MSCI World Index

-0.16

18.67

18.67

6.34

11.17

9.95

7.28

Global large stock value category

-4.32

9.15

9.15

4.74

6.73

6.50

Expense ratios 2

Gross

Net (what you pay)

Contractual through

Class I

1.01%

0.84%

7/31/2025

Class A

1.31%

1.09%

7/31/2025

For further details see:

John Hancock Global Shareholder Yield Fund Q4 2024 Commentary

Stock Information

Company Name: Lloyds Banking Group Plc
Stock Symbol: LLDTF
Market: OTC
Website: lloydsbankinggroup.com

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