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Excel Blue Chip Equity Fund
Series F
Excel Blue Chip Equity Fund Series F
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Strategy Highlights
Gain exposure to multinational companies located around the world which derive a portion of their revenues through activities in emerging markets
High quality, global companies with strong growth potential, diversified across countries and sectors
Currency exposure managed to protect against losses or reduce volatility resulting from changes in foreign exchange rates, interest rates or market indices
Proprietary quantitative models used to screen investment universe and fundamental, bottom-up analysis actively determine optimal asset allocation
Annual distribution of 3.3%, paid monthly
Managed by Excel Investment Counsel Inc.

Value of C$10,000 Invested

End Value ():  

Initial Investment: C$ 

From: To: 


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.