John Hancock Funds Realigns Portfolio Management Teams on Financial Funds
07 2월 2007 - 6:42AM
PR Newswire (US)
BOSTON, Feb. 6 /PRNewswire-FirstCall/ -- John Hancock Funds said
today that it has realigned the portfolio management teams for
seven mutual funds focused on financial services and related
sectors. The changes affect three closed-end and four open-end
funds. The closed-end funds are: the John Hancock Bank and Thrift
Opportunity Fund (BTO), the John Hancock Tax-Advantaged Income Fund
(HTD), and the John Hancock Financial Trends Fund, Inc. (JHFT). The
open-end funds are: the John Hancock Regional Bank Fund (FRBAX),
the John Hancock Financial Industries Fund (FIDAX), the John
Hancock Real Estate Fund (JREAX), and the John Hancock Growth
Trends Fund (JGTAX). The changes are due to the retirement of James
K. Schmidt, CFA, portfolio manager and head of the financial
industries team, who announced his plans to retire at the end of
April 2007. "I know that everyone at John Hancock Funds
congratulates Jim Schmidt on his successful tenure as senior member
of our financial industries portfolio management team, and we wish
him well in retirement," said Keith F. Hartstein, President and CEO
of John Hancock Funds. "Management of bank and financial
services-related mutual funds at John Hancock has been a true team
effort for many years, with members possessing an unprecedented
depth of experience in their industry. As such, Jim's departure
will not affect the funds' investment objective or strategy. We
look forward to continued success from this talented group, helping
us to deliver on our promises of superior investment management and
service to our shareholders." He added, "We are pleased that Jim
will be on board for a smooth transition over the next few months."
"It was a privilege to be part of the financial industries team at
John Hancock Funds for so many years," said Mr. Schmidt. "I am
confident that this highly experienced and professional group of
portfolio managers will continue to serve our shareholders well."
On the John Hancock Bank and Thrift Opportunity Fund, Lisa A. Welch
will become the lead portfolio manager, replacing Mr. Schmidt.
Susan Curry will be co-portfolio manager. A vice president of MFC
Global Investment Management (U.S.), LLC, an investment management
firm affiliated with John Hancock Financial Services, Inc. and
sub-adviser to the fund, Ms. Welch has been co- portfolio manager
on the Bank and Thrift Opportunity Fund since 2002, and a member of
the financial institutions team advising various John Hancock Funds
since 1998. Ms. Curry has been a portfolio manager on the Bank and
Thrift Opportunity Fund since 2006, and joined the team in 2004. On
the John Hancock Tax-Advantaged Dividend Income Fund, Gregory
Phelps, senior vice president with MFC Global (U.S.), has served as
lead portfolio manager since inception in 2004, assisted by Mark
Maloney, vice president, also since 2004. Ms. Welch, also a
portfolio manager since inception, will be the third member of the
team for this fund; Mr. Schmidt had been the fourth member. On the
John Hancock Financial Trends Fund, Ms. Welch will become lead
portfolio manager, replacing Mr. Schmidt, and Roger Hamilton will
serve as co- manager. Also a vice president with MFC Global (U.S.),
Mr. Hamilton has been a manager on various John Hancock Funds since
1994. He was named to the team managing the Financial Trends Fund
in 2006. Ms. Welch has been a manager of this fund since 2002, and
part of the team since 1998. The John Hancock Regional Bank Fund
team will now consist of Ms. Welch, who has served as co-portfolio
manager since 2002 and member of the team since 1998, and Ms.
Curry, who has been a co-manager since 2006 and an analyst on the
team since 2004. The team managing the John Hancock Financial
Industries Fund will now be comprised of Mr. Hamilton, who joined
this team in 2006 and who served as an analyst since 2004, and Ms.
Welch, a co-portfolio manager since 2002. Joseph Marguy will serve
as portfolio manager for the John Hancock Real Estate Fund. He has
been a portfolio manager on this fund since 2006, and an analyst on
the team since 2004. On the John Hancock Growth Trends Fund, the
health care and technology portion of the fund will continue to be
managed by Robert Junkin, CPA, and Thomas Norton, CFA,
respectively. Both are vice presidents of MFC Global (U.S.); Mr.
Junkin has been a manager on the fund since 2005, Mr. Norton since
2006. The financial portion of the Growth Trends fund will be
managed by Mr. Hamilton and Ms. Welch. About John Hancock Funds The
Boston-based mutual fund business unit of John Hancock Financial
Services, John Hancock Funds manages more than $50.8 billion in
open-end funds, closed-end funds, private accounts, retirement
plans and related party assets for individual and institutional
investors at September 30, 2006. For more information, please visit
http://www.jhfunds.com/. John Hancock Financial Services is a unit
of Manulife Financial Corporation, a leading Canadian-based
financial services group serving millions of customers in 19
countries and territories worldwide. Operating as Manulife
Financial in Canada and Asia, and primarily through John Hancock in
the United States, the company offers clients a diverse range of
financial protection products and wealth management services
through its extensive network of employees, agents and distribution
partners. Funds under management by Manulife Financial and its
subsidiaries were Cdn$381 billion (US$341 billion) at September 30,
2006. Manulife Financial Corporation trades as 'MFC' on the TSX,
NYSE and PSE, and under '0945' on the SEHK. Manulife Financial may
be found on the Internet at http://www.manulife.com/. DATASOURCE:
John Hancock Funds CONTACT: Beth McGoldrick of John Hancock Funds,
+1-617-663-4751, of John Hancock Funds
Copyright