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Excel Blue Chip Balanced Fund
Series A
Excel Blue Chip Balanced Fund Series A
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  • Identifying Future Winners Among India’s SMEs
    A Broad and Diverse Market Creates Opportunity for Generating AlphaIndia represents one of the largest and most varied markets in all of Asia.The number of publicly listed companies in India, currently stands at over 7,200 – comparatively, China has around 4,700 which includes shares of public companies that trade in…
    Written on Thursday, 16 February 2017 10:46
  • India Union Budget 2017-18: ‘Futuristic’ Government Plan Boosts Indian Markets
    Delivering his fourth annual budget, Finance Minister Arun Jaitley, presented a plan designed to lower tax rates and further invigorate domestic consumption. Lending his support, Prime Minister Narendra Modi described the Budget as ‘futuristic’ with a specific focus on job creation, economic transparency, urban rejuvenation and rural development. Indian stocks…
    Written on Friday, 03 February 2017 14:09
  • 2017 Global Emerging Market Themes
    “Through the Looking Glass”By Excel Investment Counsel Inc We use the imagery of the “Looking Glass” from Alice in Wonderland as a symbol of our 2017 outlook. In many aspects, 2017 will almost be a reversal or mirror image of the “new normal” we have experienced in the past several…
    Written on Monday, 16 January 2017 14:25
  • 2017 Global Market Outlook
    A high degree of economic and political uncertainty made 2016 a challenging year for global investors. In order to navigate this new market environment, it is important to fully account for the macro events of the past twelve months, while attempting to understand the implications for the year ahead. 2016…
    Written on Monday, 09 January 2017 14:07
  • Beautifully Balanced - Finding the Right Asset Mix for Your Retirement Portfolio
    Looking for More Growth and Higher Income… Why Not Try the Emerging Markets? The reality of today’s investor is that bond yields in traditional markets, such as the U.S. and Canada, are hovering around all-time lows. Growth is also hard to come by, leaving investors searching for meaningful capital appreciation…
    Written on Wednesday, 28 December 2016 14:03
  • Understanding Standard Deviation
    It’s not unusual for investors to use standard deviation – a statistical measure of volatility – as a guide to assess the long-term performance of mutual funds. While there are some merits to using standard deviation, it is useful to note that it is not an indicator of future performance…
    Written on Wednesday, 28 December 2016 13:55
  • Let’s Talk About Risk - Emerging Markets Versus Developed Markets
    The vast majority of Canadian investors are under the impression that emerging markets are inherently riskier than developed markets. The underlying truth is that all markets, developed as well as emerging markets present some level of risk. In the case of emerging markets, it is important to understand that this…
    Written on Wednesday, 28 December 2016 13:39


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.