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Invest in the next generation of active ETFs

Excel’s first-of-its-kind in Canada global ETF is an investment solution for clients seeking to realize strong, risk adjusted returns in all market conditions, while benefiting from managed risk and volatility.

The Excel Global Growth Asset Allocation ETF combines behavioural science and big data to facilitate the most effective global asset allocation decisions across multiple asset categories.




Top Reasons To Invest

arrow ETF combines risk parity with behavioral filters to create balanced portfolios

arrow Portfolios are dynamically rebalanced weekly to ensure adherence to the defined risk and volatility budgets

arrow Low correlation to most major asset classes make the ETFs an optimal solution for portfolio diversification and risk management

arrow Portfolio decisions are determined by mathematical models in combination with human oversight

Portfolio Manager

Excel Investment Counsel Inc.

Excel Investment Counsel Inc. (“EIC”) provides investment advisory and portfolio management services to the mutual funds managed by Excel Funds Management Inc. (EFM).
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Sub-Advisers

Alken Asset Management Ltd.

Founded in 2005, Alken is a leading European Equities fund management company which manages over USD $7 billion in assets as of December 31, 2016. The team manages high conviction bottom-up European equity as well as European long/short equity funds. Its’ on-the-ground bottom up equity selection approach contributes to a strong record of risk-adjusted returns.

Cabestan Quant Research Ltd.

A subsidiary of Alken Asset Management, Cabestan was founded in 2017 by François d’Hautefeuille and Nicolas Walewski. Cabestan uses innovative, proprietary mathematical models with a strong focus on risk management to facilitate disciplined portfolio construction.

 

 

Commissions, trailing commissions, management fees and expenses all may be associated with investing in ETFs. Investment objectives, risks, fees, expenses and other important information are contained in the prospectus please read the Funds’ prospectus before investing. Fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the Funds will be able to maintain their net asset value per security at a constant amount or that the full amount of your investment in either or both of the Funds will be returned to you. The Funds are not guaranteed, their values change frequently and past performance may not be repeated. ◊ This information does not constitute an offer to sell or solicitation to buy securities. It is not intended to, provide any financial, legal, accounting, or tax advice, and must not be relied upon by you in that regard. It should not be used, or relied upon by you, as a substitute for your independent research or consultation with your own financial, legal or tax advisors. ◊ The Excel Global Balanced Asset Allocation ETF and the Excel Global Growth Asset Allocation ETF are managed by Excel Funds Management Inc. Excel, Excel ETF and the EXGG and EXGB logos are trademarks of Excel Funds Management Inc.