Excel Events Upcoming/Recent Events
Conference Call
EXCEL CHINA FUND
Monday, November 7th, 2011
Replay Numbers
Dial-in number(s): 905-694-9451 / 800-408-3053
Pass code: 5404668
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Excel Funds is excited to bring Canadian Investment Advisors exclusive access to
Khiem Do, Chair of Asia Multi Asset Team and Investment Director of Global Multi Asset Group for Baring Asset Management (BAM).
On this call Mr. Do will share his firsthand insight on China's investment landscape. In this dicussion:
- Global economic slowdown
- Domestic consumption growth
- Growing middle class
- Inexpensive valuations
- Currency appreciation
- Tightening credit concerns
Conference Call
EXCEL BLUE CHIP EMERGING MARKETS FUND
October 2011
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Presented by:
David Kunselman, Senior Portfolio Manager, Excel Funds
Why Blue Chip Emerging Markets Fund?
- Invests in companies with high organic growth due to emerging
markets exposure at medium risk rating
- Targets mid and large cap blue chip companies that derive a
portion of their revenues from G7 and BRIC nations
- Uses currency hedging to preserve capital, allowing EM exposed
equities to outperform in longer term
- Opportunity to generate superior returns over full market cycles
vis-à-vis the MSCI World Index
- Uses geographic diversification and currency hedging to spread
risk across several markets and lower volatility
Conference Call
EXCEL LATIN AMERICA FUND
September 2011
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Featuring:
Scott Piper, Lead Portfolio Manager, Excel Latin America Fund
On this call Mr. Piper dicusses:
- Compelling valutations
- Robust underlying economic dynamics
- Increasing infrastructure spending
- Rising domestic consumption
Marketing Materials
To obtain more information on Excel Funds marketing materials, please visit the Marketing Materials page.
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