Why Excel Funds Management Inc. ("Excel Funds")?
Choosing where to invest your hard earned money is a weighty decision and one we do not take lightly. The Canadian Mutual Fund universe is vast and there are a bevy of companies and funds from which to choose. Like you, our eye is always on the end result. Our strategy clear, our commitment unwavering; create funds with innovative and tax efficient structures, partner with best-in-class Portfolio Managers on-the-ground in the regions in which we are investing and build an unparalleled knowledge base on the emerging market economies -- all within a framework of investor education and service excellence.
The Excel Advantage
- Excel Funds is the only Canadian mutual fund company singularly focused on the long term investment opportunities of the Emerging Markets.
- For over 10 years Excel Funds has delivered to market innovative mutual funds designed to take advantage of the fast-paced, long term development of emerging markets balanced with sound risk control measures.
- Our highly ranked mutual funds were amongst the first to provide you access to the enormous growth opportunities of the Emerging Markets:
- The Excel India Fund is the longest running Canadian mutual fund investing in India.
- The Excel Chindia Fund is the first mutual fund dedicated to investments within both India and China.
- The fund was awarded the 2007 Lipper Award Winner Asia Ex-Japan Equity award.
- The Excel Latin America Fund is the first fund to provide Canadians access to Banco Itaú, the largest financial institution in Latin America.
- The Emerging Europe Fund is the first Emerging Europe focused fund.
- The Excel India Trust is the first TSX-listed closed-end India fund.
- Excel Funds aligns ourselves with only the best in class, on-the-ground Managers in the regions in which we invest. Local Managers inherently knowledgeable on the economic, social, and political nuances of their regions and with hands on accessibility to the companies in which they are investing. Firsthand expertise which cannot be rivalled by Canadian based Managers.
- Our line-up includes Birla Sun Life AMC Ltd., Baring Asset Management, Banco Itaú S.A., and Excel Investment Counsel Inc.Our investment management philosophy is to recognize the investment cycle and modify our investment objectives accordingly, in an effort to provide maximum returns and preservation of capital.
- Excel Funds has partnered with industry leaders for back office and fund services. CIBC Mellon Trust Company acts as custodian for all Excel Funds with the exception of the Excel Latin America Fund for which the custodian is Citibank Canada. Deloitte & Touche LLP is the Auditor for Excel Funds, and Citigroup Financial Services Canada is the Registrar and Transfer Agent providing back office services.
- Excel Funds is widely recognized as The Authority on Emerging Markets, providing up to date knowledge of global emerging markets to industry professionals and their clients, and frequently being called upon as a media resource. With a sole focus on the emerging market economies and the opportunities there within, the Excel team takes pride in building and maintain an unparalleled knowledge base and expertise of the regions in which we invest.
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