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  • 2016

Excel Funds Management Inc.

Recognized by Morningstar and Lipper

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Awards 2015 - Press Release


Excel India Fund, Series A and Excel Chindia Fund, Series A were awarded a 2015 Lipper Fund Award in the Geographic Equity categories for the 3-year and 10-year periods ending July 31, 2015 out of a total of 12 and 10 funds, respectively. The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120 month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.

About Morningstar™ Ratings: © 2015 Morningstar Research Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

About FundGrade®: Fundata’s FundGrade is an independent and objective investment fund rating system that has been developed to recognize Fund Managers who have achieved superior risk adjusted returns. The FundGrade rating system assigns a letter grade to approximately 20,000 investment funds, providing a quick and easy tool to identify the top performing funds. FundGrade ratings are published on the 7th business day of each month and distributed to numerous well known industry distribution channels, including and For a detailed explanation as to how FundGrade is calculated, please visit

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.