Invest Now
IN THE NEW INDIA


TOP 3 REASONS TO INVEST

  • Active portfolio management from on-the-ground, award-winning investment team
  • Direct access to Indian markets not readily available to Canadian investors
  • Investment exposure to one of the world’s fastest-growing economies

EXPLORE OUR LINEUP OF INVESTMENT SOLUTIONS
3 Unique Mandates To Access Growth In India

This is the New India

India is really taking off

Opportunities

DESIGNED FOR
INCOME & GROWTH

  • Initial portfolio mix: 60% equities, 40% investment-grade quality bonds
  • Broad portfolio holdings of 60-70 securities, stocks and bonds
  • Balanced mandate that seeks to dampen portfolio volatility
  • 4.0% initial annual indicative yield, to be paid in monthly cash distributions

AWARD-WINNING EQUITY STRATEGY

  • Generates alpha by targeting equity securities of high-quality companies, trading just outside the index
  • Concentrated portfolio holdings of 50-60 stocks
  • Largest and longest-running India-focused mutual fund in Canada
  • Track record of consistent outperformance versus benchmark

FOCUSED ON LONG-TERM WEALTH CREATION

  • Seeks long-term superior growth of capital by investing primarily in equity securities of companies located in India that are considered to be emerging industry leaders.
  • Focused portfolio consisting of ~25-30 high-quality, growth-oriented companies
  • Benchmark agnostic, tapping under-researched sectors in India

 

*Excel India Funds Series A : Since inception day (04/14/1998)

Contact your financial advisor for more information on India funds investing with Excel Funds!

AWARD-WINNING PARTNERSHIP

Established in 1998, Excel Funds Management Inc. is a multiple award-winning investment manager. The company offers actively-managed core and specialty investment solutions to retail and institutional investors, including access to the largest suite of emerging markets investments in Canada. Excel’s primary focus is on generating diversified sources of return to help clients achieve their discerning short and long term objectives. The company’s strategic alignment with active, on-the-ground sub-advisors who work in collaboration with its in-house managers, enhances the depth and breadth of its portfolio management team. Through its sub-advisor network, Excel benefits from the expertise and knowledge base of over 600 portfolio advisors who collectively manage over UD$1.5 trillion in assets.


Birla Sun Life AMC Limited is one of the largest asset managers in India, with approximately US$26 billion in assets under management, as at December 31, 2016. With a team of 37 portfolio managers and 25 research analysts, Birla Sun Life places a strong emphasis on in-house systematic research.

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