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Excel Emerging Markets Fund
Series A
Excel Emerging Markets Fund Series A
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Excel Emerging Markets Fund

Generate alpha through sustainable macro themes

The Excel Emerging Markets Fund targets long-term capital appreciation, by investing in equity securities issued by companies located in the emerging markets throughout the world. Strategy highlights for this fund include: High growth potential, Broad geographic exposure, Medium risk rating and Currency hedging provides scope for greater returns.




Strategy Highlights
Invest in a geographically diversified portfolio of attractive opportunities in emerging markets
Diversified portfolio of securities in some of the fastest growing regions in the world
Focused on achieving strong risk-adjusted returns
Emerging market stocks are at a compelling valuation and positioned to outperform developed markets in the long-term
Emerging markets are on average growing at a rate that is more than twice as fast as developed markets, have significantly lower debt and control a large portion of the world’s foreign exchange reserves
Managed by Christine Tan, Chief Investment Officer & Senior Portfolio Manager at Excel Investment Counsel Inc. who uses scenario analysis to react quickly to changes in the macroeconomic and earnings outlook for individual countries



Value of C$10,000 Invested


End Value ():  

Initial Investment: C$ 

From: To: 

  


* Since inception day (10/22/2010)



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


Christine Tan

Christine Tan
Chief Investment Officer & Senior Portfolio Manager

Christine Tan has over 15 years of financial industry experience and has been managing the Excel Emerging Markets Fund since January, 2013. The fund is managed by Excel Investment Counsel Inc., an affiliate of Excel Funds Management Inc.



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.

Disclaimer: Morningstar Five Star Rating Disclaimer for The Excel Emerging Market Fund (Series "A" and "F") - Overall Rating:© 2015 Morningstar Research Inc. All rights reserved. The information contained herein: (i) is proprietary to Morningstar and/or its content providers; (ii) may not be copied or distributed; and (iii) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.