Why Excel Income and Growth?
The Excel Income and Growth Fund is the only balanced fund in Canada with a focus on emerging market equities and debt. The fund is designed to offer investors a steady stream of tax efficient income which increases over time, always with a strong eye toward risk management. With Canada representing only 3% of the global markets the fund provides investors attractive access to a wide variety of dividend paying stocks and REIT's from across the globe, providing valuable portfolio diversification various different regions and cycles.
- Excel Income and Growth Fund offers Emerging Market exposure without the risk of an all-equity portfolio.
- The Fund provides tax efficient distributions.
- The Excel Income and Growth Fund allows investors to access debt in foreign and emerging markets with less volatility.
- Excel Income and Growth Fund frequently achieves top quartile ranking amongst its competitors by Morning Star.
- Unlike other Canadian balanced funds, the Excel Income and Growth Fund's global diversification provides growth even when Canadian markets don't.
- Dividends have historically helped investments growth significantly.
- Reinvested distributions allow you to purchase throughout all the markets cycles, and ensure you buy when the market is very low.
- The Excel Income and Growth Fund is an ideal alternative to traditional balanced funds which invest in low-yielding Canadian and US government bonds.