Excel Funds hosted a Conference Call with India based, Birla Sun Life AMC Ltd., Portfolio Manager of Excel India Fund.

Topics: Current Events, Investment Strategy, Top Holdings and Sector Allocation

The new Excel Emerging Europe Fund was launched in early December to tremendous advisor and investor response. Excel Funds is proud to introduce to you Head Portfolio Manager, Dr. Ghadir Abu Leil-Cooper of London based Baring Asset Management Limited.

Click here to view the presentation (PDF)

Speaker Dr. Ghadir Abu Leil-Cooper, Portfolio Manager, Baring Asset Management Inc. in London, UK talks about the Excel Emerging Europe Fund.

Click here to view the presentation (PDF)
Click here to view the summary (PDF)

Event Announcement

Discovering India Presentation at Toronto Congress Centre

June 14, 2007

Excel Funds Management Inc. invited clients to join us on Thursday June 14, 2007, for an evening dedicated to Discovering India.

Speakers included:
- Mr Jayesh Gandhi CFA, Portfolio Manager, Birla Sun Life AMC Ltd.
- Mr. Satish C. Mehta, Consulate General of India
- Mr. Bhim Asdhir, President and CEO, Excel Funds Management Inc.

Topics Included: Why India, Growth Driven by Economic Reforms, Demographics and Globalization, IT and Outsourcing, India's Equity Markets, Key Risks

Click here to view presentation (PDF)

Excel India Fund

July 5, 2007

Speaker for the conference call Ajay Argal, Portfolio Manager at Birla Sun Life. Topics Include: Update on India's Equity Markets, Top companies in the Excel India Fund Portfolio

Excel India Fund

June 26, 2007

Speaker for the conference call Ajay Argal, Portfolio Manager at Birla Sun Life. Topics Include: Why India?, Growth Driven by Economic Reforms, Demographics and Globalization, IT and Outsourcing, India's Equity Markets, Key Risks

Event Announcement

Presentation at St. Andrew's Club & Conference Centre

May 25, 2007

Excel Funds Management Inc. welcomes Excel China Fund Portfolio Manger – Nina Wu, CFA of Hamon Investment Group Nina Wu, senior portfolio manager, CFA of Hamon Investment Group for Excel China Fund was in Toronto on Friday May 23, 2007. Nina Wu is part of the investment management team for the Excel China Fund, winner of the Asia Ex-Japan Lipper Award 2007. Having eight years of experience within the domestic China securities market; she is responsible for stock selection with relative value focus on the China market.

   

Click here to view the presentation (PDF)

Click here to view the press release (PDF)

Event Announcement

2007 IFB Spring Summit

May 29-30, 2007

‘Emerging Titans: India and China’ - India and China are getting set to give the world its biggest economic boost since the Industrial Revolution. Trillions of dollars in wealth creation are up for grabs as their respective GDP’s double over the next decade. India and China with 2.4-billion people, home to half of the world’s youth, and a combined middle class of 600 million, are providing investors with some of the best growth investment opportunities in the world today. Learn about direct and efficient ways to invest in the booming economies of India and China.

Toronto Spring Summit
Speaker: Pierre Daillie, National Sales Manager, Excel Funds Management Inc.
May 29-30, 2007 – Toronto Congress Centre
http://www.ifbc.ca/to_summit.php

Event Announcement

2007 IFB Spring Summit

April 10, 2007 & April 13, 2007

‘Emerging Titans: India and China’ - India and China are getting set to give the world its biggest economic boost since the Industrial Revolution. Trillions of dollars in wealth creation are up for grabs as their respective GDP’s double over the next decade. India and China with 2.4-billion people, home to half of the world’s youth, and a combined middle class of 600 million, are providing investors with some of the best growth investment opportunities in the world today. Learn about direct and efficient ways to invest in the booming economies of India and China.

British Columbia Spring Summit
Speaker: Randy Barrett, Regional Sales Manager, Excel Funds Management Inc.
April 10, 2007 – Hyatt Regency, Vancouver
http://www.ifbc.ca/bc_summit.php

Alberta Spring Summit
Speaker: Brad Hughes, Regional Sales Manager, Excel Funds Management Inc.
April 13, 2007 - Coast Plaza Hotel, Calgary
http://www.ifbc.ca/ab_summit.php

Excel India Fund and India Equity Market Update

April 12, 2007

Ajay Argal, and Jayesh Gandhi, Birla Sun Life AMC Ltd. discuss the outlook for India's equity market and Excel India Fund

Click here to view the summary (PDF)

Conference Call Announcement

Excel Excel China Fund and China Equity Markets Update

March 14, 2007

Mr. Bhim Asdhir, President and CEO, Excel Funds
Mr. Hugh Simon, CEO and Managing Director
Ms. Nina Wu, Co-Portfolio Manager, Hamon Investment Group, Hong Kong, China

Hugh Simon and Nina Wu will provide an update on the Chinese Equity Market and Excel China Fund

Click here to view the transcript (PDF)

Conference Call

Excel India Fund and India Equity Market Update

February 6, 2007

Mr. Bhim Asdhir, President and CEO, Excel Funds
Mr. Ajay Argal, Fund Manager, Birla Sun Life AMC Ltd. Mumbai, India
Mr. Jayesh Gandhi, Co-Fund Manager, Birla Sun Life AMC Ltd. Mumbai, India

Ajay Argal, and Jayesh Gandhi, Birla Sun Life AMC Ltd. discuss the outlook for India's equity market and Excel India Fund

Click here to view the transcript (PDF)

Mr. Pierre Daillie, National Sales Manager, Excel Funds
Mr. Hugh Simon, CEO, Hamon Investment Group, Hong Kong,
Mr. Adrian Au, Portfolio Manager, Hamon Investment Group, Hong Kong,
Ms. Nina Wu, Co-Manager, Hamon Investment Group, Hong Kong,

Mr. Hugh Simon, Mr. Adrian Au, and Ms. Nina Wu discuss the investment strategy of Excel China Fund

Conference Call

NEW FUND - Excel Income and Growth Fund

January 4, 2007

Mr. Bhim D. Asdhir, President & CEO
Excel Funds, Toronto
Mr. Arthur Heinmaa, Portfolio Manager
Toron Investment Management, Toronto, ON

Mr. Arthur Heinmaa will discuss the investment strategy of Excel Income and Growth Fund, Q&A to Follow

Conference Call

Indian Equity Market Update

December 7, 2006

Mr. Bhim D. Asdhir, President & CEO,
Excel Funds, Toronto
Mr. Ajay Argal, and Mr. Jayesh Gandhi,
Birla Sun Life AMC Ltd., Mumbai, India

Ajay Argal and Jayesh Gandhi provide an update on the Indian Equity Market and Excel India Fund

Conference Call

China Equity Markets Update

October 3, 2006

- Mr. Bhim D. Asdhir, President & CEO, Excel Funds, Toronto
- Mr. Hugh Simon, Ms. Nina Wu and Mr. Adrian Au, Hamon Investment Group, Hong Kong, China

Hugh Simon, Nina Wu and Adrian Au provide an updna Fundate on the Chinese Equity Market and The Excel China Fund.

To download the PowerPoint presentation on the Excel China Fund by the Hamon Investment Group, click here.

Conference Call

Indian Equity Market Update

September 12, 2006

- Mr. Bhim D. Asdhir, President & CEO, Excel Funds, Toronto
- Mr. Ajay Argal, and Mr. Jayesh Gandhi, Birla Sun Life AMC Ltd., Mumbai India

Ajay Argal and Jayesh Gandhi provide an update on the Indian Equity Market and Excel India Fund.