Form 497 - Definitive materials
March 05 2024 - 5:09PM
Edgar (US Regulatory)
JOHN HANCOCK CAPITAL SERIES
John Hancock Classic Value
Fund
John Hancock U.S. Global Leaders Growth Fund
JOHN HANCOCK INVESTMENT TRUST
John Hancock Balanced Fund
John Hancock
Disciplined Value International Fund
John Hancock Diversified Macro Fund
John Hancock Emerging Markets Equity Fund
John Hancock ESG International Equity Fund
John Hancock ESG Large Cap Core Fund
John
Hancock Fundamental Large Cap Core Fund
John Hancock Global Thematic Opportunities Fund
John Hancock Infrastructure Fund
John
Hancock International Dynamic Growth Fund
John Hancock Seaport Long/Short Fund
John Hancock Small Cap Core Fund
JOHN HANCOCK INVESTMENT TRUST II
John Hancock Financial
Industries Fund
John Hancock Regional Bank Fund
Supplement dated March 5, 2024 to the current Prospectus, as may be supplemented (the Prospectus)
Effective March 1, 2024, APPENDIX 1 – INTERMEDIARY SALES CHARGE WAIVERS to
each fund’s Prospectus, with respect to Merrill Lynch, Pierce, Fenner & Smith Incorporated (Merrill), is amended and restated in its entirety as
follows:
MERRILL LYNCH, PIERCE, FENNER &
SMITH INCORPORATED (MERRILL)
Effective March 1, 2024, purchases
or sales of front-end (i.e. Class A) or level-load (i.e., Class C) mutual fund shares through a Merrill platform or account will be eligible only for the following sales load
waivers (front-end, contingent deferred, or back-end waivers) and discounts, which differ from those disclosed elsewhere in this fund’s prospectus. Purchasers will have
to buy mutual fund shares directly from the mutual fund company or through another intermediary to be eligible for waivers or discounts not listed below.
It is the client’s responsibility to notify Merrill at the time of purchase or
sale of any relationship or other facts that qualify the transaction for a waiver or discount. A Merrill representative may ask for reasonable documentation of such facts and
Merrill may condition the granting of a waiver or discount on the timely receipt of such documentation.
Additional information on waivers and discounts is available in the Merrill Sales
Load Waiver and Discounts Supplement (the “Merrill SLWD Supplement“) and in the Mutual Fund Investing at Merrill pamphlet at ml.com/funds. Clients are encouraged
to review these documents and speak with their financial advisor to determine whether a transaction is eligible for a waiver or discount.
Front-end Load Waivers Available at Merrill
•
Shares of mutual funds available for purchase by employer-sponsored retirement,
deferred compensation, and employee benefit plans (including health savings accounts) and trusts used to fund those plans provided the shares are not held in a
commission-based brokerage account and shares are held for the benefit of the plan. For purposes of this provision, employer-sponsored retirement plans do not include SEP
IRAs, Simple IRAs, SAR-SEPs or Keogh plans
Manulife, Manulife
Investment Management, Stylized M Design, and Manulife Investment Management & Stylized M Design are trademarks of
The
Manufacturers Life Insurance Company and are used by its affiliates under license.
•
Shares purchased through a Merrill investment advisory program
•
Brokerage class shares exchanged from advisory class shares due to the holdings moving
from a Merrill investment advisory program to a Merrill brokerage account
•
Shares purchased through the Merrill Edge Self-Directed platform
•
Shares exchanged from level-load shares to front-end load shares of the same mutual
fund in accordance with the description in the Merrill SLWD Supplement
•
Shares purchased by eligible employees of Merrill or its affiliates and their family
members who purchase shares in accounts within the employee’s Merrill Household (as defined in the Merrill SLWD Supplement)
•
Shares purchased from the proceeds of a mutual fund redemption in front-end load shares
provided (1) the repurchase is in a mutual fund within the same fund family; (2) the repurchase occurs within 90 calendar days from the redemption trade date, and
(3) the redemption and purchase occur in the same account (known as Rights of Reinstatement). Automated transactions (i.e. systematic purchases and withdrawals) and
purchases made after shares are automatically sold to pay Merrill’s account maintenance fees are not eligible for Rights of Reinstatement
CDSC Waivers
on Front-end, Back-end, and Level Load Shares Available at Merrill
•
Shares sold due to the client’s death or disability (as defined by Internal
Revenue Code Section 22(e)(3))
•
Shares sold pursuant to a systematic withdrawal program subject to Merrill’s
maximum systematic withdrawal limits as described in the Merrill SLWD Supplement Return of excess contributions from an Individual Retirement Account (IRA)
•
Shares sold due to return of excess contributions from an IRA account
•
Shares sold as part of a required minimum distribution for IRA and retirement accounts
due to the investor reaching the qualified age based on applicable IRS regulation Shares acquired through NAV reinstatement
•
Front-end or level-load shares held in commission-based, non-taxable retirement
brokerage accounts (e.g. traditional, Roth, rollover, SEP IRAs, Simple IRAs, SAR-SEPs or Keogh plans) that are transferred to fee-based accounts or platforms and exchanged
for a lower cost share class of the same mutual fund
Front-end Load Discounts Available at Merrill: Breakpoints, Rights of
Accumulation & Letters of Intent
•
Breakpoint discounts, as described in this prospectus, where the sales load is at or
below the maximum sales load that Merrill permits to be assessed to a front-end load purchase, as described in the Merrill SLWD Supplement
•
Rights of Accumulation (ROA), as described in the Merrill SLWD Supplement, which
entitle clients to breakpoint discounts based on the aggregated holdings of mutual fund family assets held in accounts in their Merrill Household
•
Letters of Intent (LOI), which allow for breakpoint discounts on eligible new purchases
based on anticipated future eligible purchases within a fund family at Merrill, in accounts within your Merrill Household, as further described in the Merrill SLWD
Supplement
You should read this supplement in conjunction with the Prospectus and retain it for your future reference.
John Hancock Tax Advanta... (NYSE:HTY)
Historical Stock Chart
From Jun 2024 to Jul 2024
John Hancock Tax Advanta... (NYSE:HTY)
Historical Stock Chart
From Jul 2023 to Jul 2024