Elite/Elite T Series

Elite and Elite T Series are available for investors with more than $100,000 to invest in a single fund, in a single account. Elite and Elite T Series are designed to reward investors and advisors for your commitment to Manulife Mutual Funds.

Elite and Elite T Series provide the following features and benefits:

• Lower management fee – Management fees on your account are lower than traditional advisor series
• Reduced fund expenses – The cost efficiencies of maintaining larger accounts is passed on to you, the investor
• Customizable advisor fee – Provides you with the ability to negotiate the amount of commission paid to your advisor

Elite T Series provides all of the above, as well as the following additional benefits:

• Regular monthly income – Distributions are set at the beginning of each year so you know exactly how much you'll receive each month
• Sustainable cash flow – The target annual payout resets each year to help protect your investment and enable it to help support your long-term cash flow needs
• Tax efficiency – An attractive blend of tax-efficient income and tax-deferral benefits, as well as the potential to reduce government clawbacks
• Customizable cash flows – The customizable cash flow option allows you to customize your monthly cash flow up to a fund's maximum payout rate

Funds Available in Elite and/or Elite T

Additional Resources

Elite/Elite T Series Brochure (Advisor login required)
Case Study – Simplicity with Elite Series