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Excel High Income Fund
Series A
Excel High Income Fund Series A
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  • Upside Surprise Waiting in the Wings of “New” China: Part 1
    Buoyed by reform-oriented government policies, optimism is rife in China over the growth prospects of the “new” China economy – setting the stage for potentially solid gains for China investors.The “new” China economy which is represented by the shift in focus from export-led to domestic-generated growth bodes well for China,…
    Written on Thursday, 20 April 2017 10:08
  • The 4 Pillars of Indian Infrastructure
    As it relates to infrastructure development, India is undergoing a mini revolution of sorts. In all, US$59 billion has been set aside this year for connectivity-related infrastructure development. The key pillars of Indian infrastructure are: Power Connectivity DigitalHighways Housing Let’s examine each of these pillars one by one. Power Piyush…
    Written on Wednesday, 12 April 2017 09:13
  • Toronto Mayor Seeks to Strengthen Indo-Canadian Relations
    Growth in India Proves Hard to Ignore India is the world’s fastest-growing major economy, and Toronto Mayor John Tory is looking to deepen ties with the nation on a 10-day trade mission. The primary purpose of the trip is to lure jobs to Toronto and also promote business ventures between…
    Written on Tuesday, 21 March 2017 14:15
  • Election Victory Serves as Tonic for Indian Markets
    Pro-Growth Reforms are the Way ForwardPrime Minister Narendra Modi and his Bharatiya Janata Party (BJP) celebrated a landslide victory in India’s state elections on Saturday, March 11, 2017. The win served as affirmation that millions of Indian citizens overwhelmingly support the direction of the country under Prime Minister Modi, and…
    Written on Wednesday, 15 March 2017 14:58
  • 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


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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.

Morningstar Five Star Rating Disclaimer for The Excel High Income Fund (Series "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.

The FundGrade A+ rating is used with permission from Fundata Canada Inc., all rights reserved. Fundata is a leading provider of market and investment funds data to the Canadian financial services industry and business media. The FundGrade A+ rating identifies funds that have consistently demonstrated the best risk-adjusted returns throughout an entire calendar year. For more information on the rating system, please visit

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