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Excel Blue Chip Balanced Fund
Series A
Excel Blue Chip Balanced Fund Series A
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  • India Forever Changed
    Structural Reforms to Support Long-Term Growth Major transformation is underway in India.  Already one of the world’s fastest-expanding economies, a series of catalysts are projected to unlock even further growth in various sectors of the Indian economy, while helping to accelerate corporate earnings over the long-term. Among these factors are:…
    Written on Tuesday, 25 October 2016 14:49
  • Will My Investment Returns Be Taxed?
    Taxes are a certainty. However, depending on the way in which investors structure their portfolio, they can either defer or minimize their taxes altogether. Typically, investors do not pay taxes on returns in a registered account, but must pay taxes on income and gains made in a non-registered account. Registered…
    Written on Monday, 17 October 2016 15:54
  • What Goes into Creating a Financial Plan
    A financial plan is essentially a roadmap that helps chart a course to a destination. This destination could be a singular objective or a series of goals that you want to achieve over your lifetime. These goals may include: saving to buy a home, getting married, having children, accumulating wealth…
    Written on Monday, 17 October 2016 15:45
  • The Benefits of Active On-The-Ground Management
    As investors seek opportunities outside traditional markets such as the U.S. and Canada, an active management style can prove to be more beneficial. When investing in emerging markets, managers who are on-the-ground typically have greater insight and knowledge of the local investment landscape, especially when compared to managers who operate…
    Written on Monday, 17 October 2016 14:43
  • Mutual Fund MERs Explained
    All mutual funds charge fees, but the fees for some funds are higher than others largely due to the investment strategy of the fund. The fees an investor pays are referred to as the management expense ratio (MER) of the fund. A fund’s MER is comprised of two parts: the…
    Written on Monday, 17 October 2016 14:21
  • Are My Investments in Mutual Funds Safe?
    Whether mutual fund investments are safe depends on the underlying securities a specific fund invests in. For instance, a fund that invests in risk-free Treasury bills such as those issued by the U.S. or Canadian government, is considered to be safe because both these governments guarantee such investments, and it…
    Written on Friday, 14 October 2016 16:21
  • Excel Funds to Post Mutual Fund Strategies on TSX NAVex
    (Toronto, October 5, 2016) – Excel Funds Management Inc. (Excel Funds) announced today that it is listing 8 of its mutual fund strategies on TSX NAVex, Toronto Stock Exchange’s (TSX) new mutual fund platform, to offer investors greater accessibility to its lineup of emerging market products. “We are extremely excited…
    Written on Wednesday, 05 October 2016 11:29


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 unitholder that would have reduced returns. The rates of return are used only to illustrate the effects of the compound growth rate and are not intended to reflect future values of the mutual fund or returns on investment in the mutual fund. Investments in mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect future value of any mutual fund or returns on investment in any mutual fund.