Excel High Income Fund:
Generate Greater Yields in Your Portfolio


The Excel High Income Fund seeks to achieve total return comprised of a combination of interest income and capital growth by investing primarily in debt securities issued by governmental and corporate issuers located in emerging market countries throughout the world.

TOP 5 REASONS TO INVEST

  • YIELD ENHANCEMENT
    Average monthly distribution, at an annual rate of approximately 5.5%, fully earned
  • PORTFOLIO DIVERSIFICATION
    Broad fixed-income diversification in terms of geography, credit quality, duration and currency exposure
  • FIXED-INCOME SPECIALISTS
    Amundi Asset Management, sub-adviser of the Excel High Income Fund, oversees approximately US$550 billion infixed-income assets¹
  • EXPERT ASSET MANAGER
    Amundi Asset Management is one of the world’s largest asset managers, with over US$1 trillion in assets undermanagement¹
  • ACTIVE MANAGEMENT
    Generate alpha through a top-down, bottom-up, investment approach, driven by robust proprietary models and a dedicated research team

PERFORMANCE

 

* Excel High Income Fund Series A: Since inception day (10/22/2010)


 

* Excel High Income Fund Series A: Since inception day (10/22/2010)

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Investment Themes in Excel High Income Fund


The Advantages of Investing in Emerging Market Bonds


About Amundi Asset Management Inc.


How Emerging Market Bonds can take Advantage of Global Monetary Policy Cycles


Diverse Correlation to China in Emerging Markets

Contact your financial advisor for more information on Excel High Income Fund!

PORTFOLIO MANAGER & SUB-ADVISER

Founded in 1998, Excel Funds Management Inc. offers an award-winning suite of emerging market strategies, catering to a broad range of investor profiles and objectives. Leveraging a global network of over 500 portfolio managers and 200 research analysts, our team has firsthand knowledge of the markets in which they invest – providing us with a true competitive advantage over our peers.


With over US$1 trillion total in AUM, including US$550 billion in fixed-income assets, Amundi Asset Management is one of the largest fund managers in Europe.¹ It serves 100 million retail clients and 2,000 institutional clients with operations in more than 30 countries around the globe.

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