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)

1Formerly Manulife Dividend Class. 2Formerly Manulife Dividend Fund. 3Formerly Manulife International Dividend Income Fund. 4This Fund has been capped to all new purchases as of November 8, 2013. 5This Fund has been capped to all new purchases as of March 28, 2013. 6On June 28, 2013 the Manulife Strategic Income Opportunities Fund was converted from a closed-end fund and renamed the Manulife Global Tactical Credit Fund.

* Elite T series was capped to new purchases on July 30, 2014.

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