Form DEFA14A JOHN HANCOCK INVESTMENT

February 26, 2025 4:30 PM EST

 

 

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

 

 

SCHEDULE 14A

Proxy Statement Pursuant to Section 14(a) of the

Securities Exchange Act of 1934

(Amendment No. ______)

 

 

Filed by the Registrant ☒

Filed by Party other than the Registrant ☐

Check the appropriate box:

 

☐

Preliminary Proxy Statement

 

☐

Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2))

 

☐

Definitive Proxy Statement

 

☒

Definitive Additional Materials

 

☐

Soliciting Material Pursuant to §240.14a-12

JOHN HANCOCK INVESTMENT TRUST

(Name of Registrant as Specified in Its Charter)

Payment of Filing Fee (Check the appropriate box):

 

☒    No fee required.
☐    Fee computed on table below per Exchange Act Rules 14a-6(i)(1) and 0-11.
   (1)    Title of each class of securities to which transaction applies:
     

 

   (2)    Aggregate number of securities to which transaction applies:
     

 

   (3)    Per unit price or other underlying value of transaction computed pursuant to Exchange Act Rule 0-11
(Set forth the amount on which the filing fee is calculated and state how it was determined):
     

 

   (4)    Proposed maximum aggregate value of transaction:
     

 

   (5)    Total fee paid:
     

 

   ☐    Fee paid previously with preliminary materials.
   ☐    Check box if any part of the fee is offset as provided by Exchange Act Rule 0-11(a)(2) and identify the filing for which the offsetting fee was paid previously. Identify the previous filing by registration statement number, or the Form or Schedule and the date of its filing.
   (1)    Amount Previously Paid:
     

 

   (2)    Form, Schedule or Registration Statement No.:
     

 

   (3)    Filing Party:
     

 

   (4)    Date Filed:
     

 

 

 

 


LOGO

Solicitation Script (Inbound and Outbound)

JOHN HANCOCK

ESG International Equity Fund

Meeting Date: April 3, 2025

Toll Free Number: 833-215-7307

INBOUND GREETING:

Thank you for calling the Broadridge Proxy Services Center for the ESG INTERNATIONAL EQUITY FUND. My name is <Agent Name>. How may I assist you today?

GENERAL OUTBOUND GREETING:

Good day, may I please speak with Mr./Ms. <full name as it appears on registration>?

Hello Mr./Ms. <Shareholder’s Last Name>. My name is <agent name> and I am a proxy voting specialist calling on a recorded line on behalf of ESG INTERNATIONAL EQUITY FUND to confirm you have received the proxy materials for the special meeting of shareholders scheduled for APRIL 3, 2025. Have you received proxy materials?

NEAR MEETING OUTBOUND GREETING:

Good day, may I please speak with Mr./Ms. <full name as it appears on registration>?

Hello Mr./Ms. <Shareholder’s Last Name>. My name is <agent name> and I am a proxy voting specialist calling on a recorded line on behalf of ESG INTERNATIONAL EQUITY FUND to confirm you have received the proxy materials for the special meeting of shareholders scheduled in just a few days on APRIL 3, 2025. Have you received proxy materials?

ADJOURNMENT OUTBOUND GREETING:

Good day, may I please speak with Mr./Ms. <full name as it appears on registration>?

Hi Mr. /Ms. <Shareholder’s Last Name>, my name is <Agent Name> and I am a proxy voting specialist calling on a recorded line on behalf of your current investment with ESG INTERNATIONAL EQUITY FUND. Due to the lack of shareholder participation, special meeting of shareholders has been adjourned to <date/time>. Have you received proxy materials?

VOTING:

Your board has recommended a vote IN FAVOR of the proposal. Would you like to vote along with the recommendations of the board for all of your accounts?

Thank you, I am recording your <for, against, abstain> vote. For confirmation purposes, please state your full name.

And according to our records, you currently reside in <read street address, city, and state > is that correct? For confirmation purposes, please state your zip code.

Thank you. You will receive a confirmation of your voting instructions within 5 days. If you have any questions, please contact us at this toll-free number 833-215-7307.

 

 

© 2023 Broadridge Financial Solutions, Inc., Broadridge and the Broadridge

logo are registered trademarks of Broadridge Financial Solutions, Inc.

  

 

broadridge.com

CONFIDENTIAL INFORMATION


LOGO

Mr./Ms. <Shareholder’s Last Name>, your vote is important, and your time is appreciated. Thank you and have a good <day, evening, night>.

IF UNSURE OF VOTING OR DOES NOT WANT TO VOTE ALONG WITH THE RECOMMENDATION OF THE BOARD:

Would you like me to review the proposal with you? <After review, ask them if they would like to vote now over the phone>.

IF NOT RECEIVED/REQUESTING MATERIAL TO BE RE-MAILED:

I can resend the proxy materials to you, or I can review the proposal with you and record your vote immediately by phone. <Pause for response>

AFTER REVIEW, ASK THEM IF THEY WOULD LIKE TO VOTE NOW OVER THE PHONE:

Your Board recommends that you vote “FOR” the proposal. Would you like to vote along with the recommendations of the Board for all your accounts?

IF THEY DON’T WANT PROPOSAL REVIEWED:

Do you have an email address this can be sent to? <If yes, enter the email address in the notes and read it back phonetically to the shareholder.>

Thank you. You should receive the proxy materials shortly and the materials will inform you of the methods available to cast your vote, one of which is to call us back at 833-215-7307.

IF NOT INTERESTED:

I am sorry for the inconvenience. Please be aware that as a shareholder, your vote is very important. Please fill out and return your proxy card at your earliest convenience. If you would rather not do that, you can always vote via the other methods outlined in the proxy materials. Thank you again for your time today and have a wonderful day/evening.

VOTING (ANY VOTE NEEDED):

Your board has recommended a vote “FOR” the proposal, or you may choose to vote Against or Abstain and help the company reach quorum. How would you like to vote on your accounts today?

And this (for/against/abstain) vote will be for all of your accounts accordingly?

REGISTERED HOLDER WANTS A NEW PROXY CARD/OR THEIR CONTROL NUMBER: <send complete contact information name, address, control #, & shares to Broadridge>:

Your control number can be found on your proxy card. I can arrange to have a new proxy card sent to you. However, I can record your voting instructions right now so that it will be represented at the upcoming meeting. Your board is recommending you vote FOR the proposal(s). Would you like to vote along with the recommendations of the Board for all your accounts?

BENEFICIAL HOLDER WANTS A NEW VIF/OR THEIR CONTROL NUMBER:

Your control number can be found on your Vote Instruction Form. You can contact your broker/financial advisor and they can arrange to have a new voting instruction form sent to you. However, I can record your voting instructions right now so that it will be represented at the upcoming meeting. Your board is recommending you vote FOR the proposal(s). Would you like to vote along with the recommendations of the Board for all your accounts?

ANSWERING MACHINE MESSAGE:

Hello, my name is <Agent Name> and I am a proxy voting specialist calling on behalf of ESG INTERNATIONAL EQUITY FUND. You should have received proxy material electronically or in the mail concerning the special meeting of shareholders to be held on APRIL 3, 2025.

 

 

 

 

LOGO    LOGO       CONFIDENTIAL INFORMATION    | © 2025    2


LOGO

Your vote is very important. Please sign, date and promptly mail your proxy card in the postage-paid envelope provided. Internet and telephone voting are also available. To vote over the Internet please follow the instructions provided in the proxy materials. If you have any questions, would like to vote over the telephone or need new proxy materials, call toll-free at 833-215-7307 and a proxy voting specialist will assist you. Specialists are available Monday through Friday, 9AM to 10PM Eastern Time. Voting takes just a few moments and will benefit all shareholders. Thank you for your prompt attention to this matter.

AUTOMATED ANSWERING MACHINE MESSAGE (ONLY ON LANDLINES):

Hello, this is the Broadridge Proxy Services Center calling with an important message on behalf of ESG INTERNATIONAL EQUITY FUND. You should have received proxy material electronically or in the mail concerning the special meeting of shareholders to be held on APRIL 3, 2025.

Your vote is very important. Please sign, date, and promptly mail your proxy card in the postage-paid envelope provided. Internet and telephone voting are also available. To vote over the Internet please follow the instructions provided in the proxy materials. If you have any questions, would like to vote over the telephone or need new proxy materials, call toll-free at 833-215-7307 and a proxy voting specialist will assist you. Specialists are available Monday through Friday, 9AM to 10PM Eastern Time. Voting takes just a few moments and will benefit all shareholders. Thank you for your prompt attention to this matter.

PRE-RECORDED MESSAGES – CANNOT BE UPDATED

INBOUND - CLOSED RECORDING:

Thank you for calling the Broadridge Proxy Services Center. Our offices are now closed. Please call us back during our normal business hours which are, Monday through Friday, 9AM to 10PM Eastern Time. Thank you.

INBOUND - CALL IN QUEUE MESSAGE:

Thank you for calling the Broadridge Proxy Services Center. Our proxy specialists are currently assisting other callers. Your call is important to us. Please continue to hold and your call will be answered in the order it was received.

END OF CAMPAIGN MESSAGE:

Thank you for calling the Broadridge Proxy Services Center. The meeting has been held and as a result, this toll-free number is no longer in service for proxy related calls. If you have questions regarding your investment, please contact your investment professional. Thank you.

CC HOURS (EASTERN TIME):

Monday through Friday, 9AM to 10PM

 

 

 

 

LOGO    LOGO       CONFIDENTIAL INFORMATION    | © 2025    3


LOGO

Issues you care about are up for a vote. Make your voice heard. JOHN HANCOCK ESG INTERNATIONAL EQUITY FUND TO OUR SHAREHOLDERS, A special shareholder meeting is scheduled for April 3, 2025, for the ESG International Equity Fund. Your participation is very important, and our records indicate that we have not yet received your vote. We are asking shareholders that have not voted their proxies, to vote as soon as possible. Voting your shares is fast and easy. If you have questions or need assistance, please call 833-215-7307 and a proxy specialist will help you. TO OUR SHAREHOLDERS, A special shareholder meeting is scheduled for April 3, 2025, for the ESG International Equity Fund. Your participation is very important, and our records indicate that we have not yet received your vote. We are asking shareholders that have not voted their proxies, to vote as soon as possible. Voting your shares is fast and easy. If you have questions or need assistance, please call 833-215-7307 and a proxy specialist will help you. www.proxyvote.com Have your proxy card handy and follow the simple directions to complete the electronic With a proxy card Call the number located on your ballot (Using an automated system) OR Call 833-215-7307 and speak to a live rep who can cast your vote over the phone. With a smartphone Vote by scanning the Quick Response Code or “QR Code” on the enclosed proxy card/voting instruction form Vote processing Mark, sign and date the enclosed ballot and return it in the postage-paid envelope provided. THANK YOU FOR YOUR SUPPORT OF THE ESG INTERNATIONAL EQUITY FUND AND THANK YOU FOR VOTING. REM1


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https:/feast.proxyvot e.comjpv/web 1:‘6 Manu life Helpful Links EJ Bookmarks bar Q TA—Product Suppo • SPOx · SS&C—Home • Mutual Funds • SS&C Fina ncial Serv • Product Support .j Power 81 IJDI DlTest G Goog!e JOHN HANCOCK ESG INTERNATIONAL EQUITY FUND My Meetings Meeting Agenda Learn Before You Vote Attend a Meeting Investor Education 2025 Special Meeting To be held Thursday, April 3, 2025 Meeting Agenda Not Voted Vote by April 2, 2025 11:59 p.m. ET Documents to Review Before You Vote: 8 CONFIDENTIAL


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Proposal(s) For holders asof Wednesday, February 5, 2025 Votes canbe changed until the voting deadhnMake your selections below. Sh ares available: 0.00001 1. To approve an Agreement and Plan of Reorganization between the Fundand John Hancock Global Environmental Opportunities Fund (the NAcquiring Fund”), each a series of John Hancock Investment Trust . Under thisagreement, the Fund would t ransfer all of its assets to the Acquiring Fund in exchange for shares of the Acquiring Fund. These shares would bedistributed, as described in the accompanying combined proxy Q For Q Against Q Abstain statement and prospectu s, proportionatelyto you and the other shareholders of the Fund. The Acquiring Fund would alsoassume substantially all ofthe Fund’s liabilities. Board Recommendation: For By clicking Submit Vote, I am hereby ~P-P-QintinuP-rO!\’_. Reset All ~ 2025 Broadridge Financial Solutions, Inc. ProxyVott: and Broadridge are registeredtrademarks of Broadridge Financial Solutions, Inc. Accessibility Statement Privacy Statement CUSIP isa regist ered trademark of t heAmerican Banke~ Association.All othertrademarks belong to theirrespective owners. Terms ofUse& Linking Policy JOHN HANCOCK ESG INTERNATIONAL EQUITY FUND M X This link will open a page outside of ProxyVote.com Don’t worry—ProxyVote.com will re ma in o pen in t his windowfor you t o return and finish your session. Cancel Proposal(s) For holders asofwednesday, February5,2025.\loles can be chot1ced ,tilthevoting cloadllne. ~ 00001 CONFIDENTIAL


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john honcock esg international wquity fund proxy statement


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John Hancock Global Environmental Opportunities Fund summary prospectus


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MySemngs S1gn In Pro~ote My Meetings Investo r Education 2025 Special M eeting To be held Thursday, April 3, 2025 Voted Thank you for voting! You r selections for JOHN HANCOCK ESG INTERNATIONAL EQUITY FUND Control # 0085743182247095 have been submitted successfullytt Print My Voting Choices I Wou ld you like t o receive an email with your voting choices? Your emailaddress


CAUTION This email is from an external sender, be cautious with links and attachments.

 

LOGO

 

 

Thanks for voting!

JOHN HANCOCK ESG INTERNATIONAL EQUITY FUND

2025 Special Meeting

To be held Thursday, April 3, 2025

Your voting directions for this meeting (Control Number: 0085743182247095) were received on February 24, 2025 at 4:10 p.m. ET.

 

 

Here’s how you voted:

 

 

1.

To approve an Agreement and Plan of Reorganization between the Fund and John Hancock Global Environmental Opportunities Fund (the “Acquiring Fund”), each a series of John Hancock Investment Trust. Under this agreement, the Fund would transfer all of its assets to the Acquiring Fund in exchange for shares of the Acquiring Fund. These shares would be distributed, as described in the accompanying combined proxy statement and prospectus, proportionately to you and the other shareholders of the Fund. The Acquiring Fund would also assume substantially all of the Fund’s liabilities.

You Voted: For

 

 

Shares available: 0.00001

Need to change your vote? Voting is open until April 2, 2025 11:59 p.m. ET

Return to ProxyVote.com


CAUTION This email is from an external sender, be cautious with links and attachments.

 

LOGO

 

 

Thanks for voting!

JOHN HANCOCK ESG INTERNATIONAL EQUITY FUND

2025 Special Meeting

To be held Thursday, April 3, 2025

Your voting directions for this meeting (Control Number: 0085743182247095) were received on February 24, 2025 at 4:12 p.m. ET.

 

 

 

Here’s how you voted:    Shares available: 0.00001

 

 

 

1.

To approve an Agreement and Plan of Reorganization between the Fund and John Hancock Global Environmental Opportunities Fund (the “Acquiring Fund”), each a series of John Hancock Investment Trust. Under this agreement, the Fund would transfer all of its assets to the Acquiring Fund in exchange for shares of the Acquiring Fund. These shares would be distributed, as described in the accompanying combined proxy statement and prospectus, proportionately to you and the other shareholders of the Fund. The Acquiring Fund would also assume substantially all of the Fund’s liabilities.

You Voted: Abstain

 

 

Need to change your vote? Voting is open until April 2, 2025 11:59 p.m. ET

Return to ProxyVote.com

 


CAUTION This email is from an external sender, be cautious with links and attachments.

 

LOGO

 

 

Thanks for voting!

JOHN HANCOCK ESG INTERNATIONAL EQUITY FUND

2025 Special Meeting

To be held Thursday, April 3, 2025

Your voting directions for this meeting (Control Number: 0085743182247095) were received on February 24, 2025 at 4:11 p.m. ET.

 

 

Here’s how you voted:

 

 

1.

To approve an Agreement and Plan of Reorganization between the Fund and John Hancock Global Environmental Opportunities Fund (the “Acquiring Fund”), each a series of John Hancock Investment Trust. Under this agreement, the Fund would transfer all of its assets to the Acquiring Fund in exchange for shares of the Acquiring Fund. These shares would be distributed, as described in the accompanying combined proxy statement and prospectus, proportionately to you and the other shareholders of the Fund. The Acquiring Fund would also assume substantially all of the Fund’s liabilities.

You Voted: Against

 

 

Shares available: 0.00001

Need to change your vote? Voting is open until April 2, 2025 11:59 p.m. ET

Return to ProxyVote.com



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