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Excel China Fund
Series F
Excel China Fund Series F
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Note: Excel China Fund will be renamed Sun Life Excel China Fund effective on or about June 18, 2018. View press release.
Strategy Highlights
Leverage growth opportunities in the world’s largest emerging market by capitalization
Exposure to the largest emerging market in terms of equity capitalization and the second largest among all markets, behind the U.S.
Government committed to maintaining sustainable growth and rebalancing the economy through extensive policy reforms
“Quality - Growth at a Reasonable Price” (Q-GARP) investment philosophy, aimed at generating the best possible risk-adjusted returns
Active stock selection process, supported by fundamental research to identify unrecognized growth opportunities at their earliest stage
Managed by Excel Investment Counsel Inc. and sub–advised by world class on-the-ground portfolio managers: China Asset Management Company Limited

* Since inception day (02/25/2005)

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


China Asset Management Company Limited

Established in 1998 as one of the first three fund management companies in China, China Asset Management Company Limited is the largest asset manager in China. With over 200 portfolio managers, China AMC has the largest investment and research team in China, serving over 16 million retail investors.



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.