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*

Manulife Global Small Cap Balanced Fund4
Manulife Global Small Cap Fund4
Manulife Global Strategic Balanced Yield Fund
Manulife Global Tactical Credit Fund7
Manulife Growth Opportunities Class
Manulife Growth Opportunities Fund
Manulife High Yield Bond Fund
Manulife International Focused Fund3
Manulife International Value Equity Fund
Manulife Leaders Balanced Growth Portfolio
Manulife Leaders Balanced Income Portfolio
Manulife Leaders Opportunities Portfolio
Manulife Money Fund
Manulife Monthly High Income Class
Manulife Monthly High Income Fund
Manulife Preferred Income Class
Manulife Short Term Bond Fund
Manulife Short Term Yield Class
Manulife Simplicity Balanced Portfolio
Manulife Simplicity Conservative Portfolio
Manulife Simplicity Global Balanced Portfolio
Manulife Simplicity Growth Portfolio
Manulife Simplicity Moderate Portfolio
Manulife Special Opportunities Class
Manulife Strategic Balanced Yield Class6
Manulife Strategic Balanced Yield Fund
Manulife Strategic Income Class6
Manulife Strategic Income Fund
Manulife Structured Bond Class6
Manulife Tax-Managed Growth Fund
Manulife U.S. All Cap Equity Class
Manulife U.S. All Cap Equity Fund
Manulife U.S. Dollar Floating Rate Income Fund
Manulife U.S. Equity Fund
Manulife U.S. Large Cap Equity Class
Manulife U.S. Large Cap Equity Fund
Manulife U.S. Opportunities Class
Manulife U.S. Opportunities Fund
Manulife U.S. Tactical Credit Fund
Manulife Value Balanced Class
Manulife Value Balanced Fund
Manulife Value Fund
Manulife World Investment Class
Manulife World Investment Fund
Manulife Yield Opportunities Class6
Manulife Yield Opportunities Fund

 

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. 6This Fund has been capped to new purchases as of April 10, 2013. 7On 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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