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Excel Chindia Fund
Series A
Excel Chindia 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
  • Investing in Emerging Markets Means Investing for the Future
    Taking a Long-Term PerspectiveGenerally speaking, when investing in emerging markets, it is beneficial to have a long-term time horizon in order to maximize returns. In fact, this is the most prudent approach when investing in any equity market. So, what’s the difference with emerging markets? Emerging markets in general tend…
    Written on Friday, 16 December 2016 11:46
  • 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


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.