John Hancock fund outperforms benchmark in Q4 2025

The John Hancock Global Shareholder Yield Fund achieved a positive return in the fourth quarter of 2025, surpassing its benchmark, the MSCI World Index. Stock selections in the information technology and financials sectors drove the fund's strong performance. The fund aims to provide a high level of income alongside some capital appreciation.

The John Hancock Global Shareholder Yield Fund (JGYIX) released its commentary for the fourth quarter of 2025, highlighting positive results amid a rising global equity market. The fund's benchmark, the MSCI World Index, recorded a gain during the period, as global equities generally moved higher.

The fund itself delivered a positive absolute return and outperformed the benchmark. This success was primarily attributed to effective stock selection, especially within the information technology and financials sectors.

Classified under the Morningstar category of Global Large Stock Value, the fund is designed for global dividend income. Its stated objective is to achieve a high level of income with some capital appreciation.

The commentary, published on March 11, 2026, provides insights into the fund's strategy and market context for the quarter.

संबंधित लेख

The BNY Mellon Equity Income Fund achieved a 2.86% return in the fourth quarter of 2025, surpassing its S&P 500 benchmark by 0.20 percentage points. This performance came amid cooling inflation and resilient economic growth that bolstered investor confidence. Positive contributions from financials and technology sectors helped drive the results.

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The Nationwide BNY Mellon Dynamic U.S. Core Fund achieved a 2.19% return in the fourth quarter of 2025, underperforming the S&P 500 Index's 2.66% gain. The fund maintained a target allocation of 90% equities, 10% bonds, and no cash during the period. Positive market factors included stronger-than-expected economic growth, interest rate reductions, and robust corporate earnings.

The Western Asset Inflation-Linked Opportunities & Income Fund (WIW) delivered a 13.09% market price return over the past year, despite fixed-income market volatility in the fourth quarter of 2025. Its NAV return stood at 9.34% for the same period.

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The Royce Small-Cap Total Return Fund (RYTRX) gained 2.4% in fiscal year 2025, underperforming its benchmark, the Russell 2000 Value Index, which rose 12.6%. Positive contributions came from health care, financials, and information technology sectors, while holdings like PACS Group and FTAI drove gains. Vestis Corporation emerged as the top detractor amid weaker results.

 

 

 

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