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Excel Blue Chip Equity Fund
Series A
Excel Blue Chip Equity Fund Series A
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  • Stock-Market Bull in the China Shop
    Fiscal Measures Help Boost Chinese Economy and Spur Demand for Equities While most investors were fixated on the outcome of the U.S. presidential elections, Chinese stocks quietly entered a bull market, rising over 20 percent from levels seen earlier this year. The mainland Shanghai Composite and Hang Seng Index, which…
    Written on Thursday, 01 December 2016 09:45
  • CRM2: What You Need to Know
    As of July 15, 2016, the final implementation stages of Client Relationship Model – Phase II (or CRM2) are now in place. CRM2 is a collection of rules introduced by the Canadian Securities Administrators (CSA), requiring enhanced fee and annual performance disclosure to clients.Specifically, registered firms will now need to¹:…
    Written on Tuesday, 08 November 2016 09:23
  • 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

Disclaimer

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.