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Excel Blue Chip Balanced Fund
Series F
Excel Blue Chip Balanced Fund Series F
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Note: Excel Emerging Markets Balanced Fund will be renamed Sun Life Excel Emerging Markets Balanced Fund effective on or about June 18, 2018. View press release.
Strategy Highlights
Gain access to two investment strategies in a single fund for diversified, lower-risk exposure to emerging markets
Exposure to two asset classes: emerging market bonds (~70%) for greater yield and emerging market equities (~30%), focused on generating strong risk-adjusted returns
Low-to-medium risk
Lower volatility solution for gaining direct access to the emerging markets
Monthly distribution, at an annual rate of approximately 4.5%
Managed by Excel Investment Counsel Inc. The fixed-income allocation is sub-advised by Amundi Asset Management, one of Europe’s leading asset managers

Value of C$10,000 Invested

End Value ():  

Initial Investment: C$ 

From: To: 


* Since inception day (10/04/2013)

Portfolio Manager

Excel Investment Counsel Inc.

Excel Investment Counsel Inc. (“EIC”) provides investment advisory and portfolio management services to the mutual funds managed by Excel Funds Management Inc. (EFM), Canada’s only emerging markets focused mutual fund provider. > Read More



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.