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John Hancock Real Estate Equity Fund;NAV

Ranked 65 out of 84 in - US Equity over 12 months
All calculations are in USD unless stated

Managed by

David M. Lee

David Lee, CFA is a portfolio manager and analyst at T. Rowe Price based in Baltimore. He has been with the firm since 1993 and prior to this, he was an engineer at IBM. He presently serves on the Investment Advisory Committee for the firm’s Global Real Assets Equity Strategy and is also a member of the Investment Advisory Committee for the firm’s Real Estates Strategy. David graduated with a BSc from the University of Illinois at Urbana-Champaign.

Objective

The Fund seeks to provide long-term growth through a combination of capital appreciation and current income. The Fund seeks to achieve this objective by investing at least 80% of net assets in the equity securities of real estate companies.

Performance

US Equity over : 30/06/2016 - 30/06/2017
  • Rank 65/84 Total Return
  • Rank 40/84 Standard Deviation
  • Rank 30/84 Max Drawdown
Fund Name Currency Loss
28 Lazard US Realty Equity Portfolio;Open USD

-10.4%

29 T Rowe Price Real Estate Fund USD

-10.4%

30 John Hancock Real Estate Equity Fund;NAV USD

-10.6%

31 Purpose Duration Hedged Real Estate Series A

Currency exposure is hedged

Currency exposure is hedged

CAD

-10.7%

32 Cohen & Steers Real Estate Securities Fund;A USD

-10.8%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 -1.3% 1.5%
2016 5.7% 4.2% 4.7% -1.1% -2.0%
2015 4.7% 5.6% -9.9% 2.5% 7.4%
2014 29.9% 10.0% 6.5% -3.0% 14.3%
2013 3.1% 5.8% -0.9% -2.3% 0.7%
2012 16.9% 12.6% 2.4% 0.1% 1.3%
2011 7.0% 5.9% 4.5% -15.5% 14.4%
2010 29.7% 10.5% -4.8% 14.1% 8.0%
2009 30.1% -34.2% 36.2% 34.0% 8.4%
2008 -40.6% 2.5% -6.5% 3.5% -40.1%
2007 -18.6% 3.0% -8.6% 1.8% -15.0%
2006 8.5% 9.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date28/04/2006
  • Share Class size222Mn
  • Base currencyUSD
  • ISIN US41015E8259

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.83%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).