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Excel High Income Fund
Series A
Excel High Income Fund Series A
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  • A Balanced Approach to Investing in India
    Taking a balanced approach to investing in India is a recipe for success for investors seeking diversified exposure to the country’s top-performing equity and high-yielding bond markets. Currently, the Indian equity market is among the best performing emerging markets while its corporate and sovereign bond markets offer yields that are…
    Written on Tuesday, 20 June 2017 13:28
  • South Korea Heading in the Right Direction
    South Korea's benchmark KOSPI index is courting its all-time high following the election of President Moon Jae-in on May 10. Although it is still too early to assess the policy priorities of President Moon, the appointment of several non-political professionals to key posts and plans to improve corporate governance through…
    Written on Friday, 16 June 2017 11:45
  • 3 Years of Modi: How India has Changed
    Three years after leading the Bharatiya Janata Party (BJP) to India’s first majority government in more than three decades, Prime Minister Narendra Modi has turned India into the brightest shining star in the global economy. He has exceeded the expectations of those who placed their trust in his leadership, as…
    Written on Friday, 26 May 2017 14:45
  • New India Leaders Fund Celebrates One Year Anniversary
    Excel Funds’ New India Leaders Fund celebrated its 1-year anniversary on April 22, 2017. The fund has experienced healthy growth in its first year with 1-year annualized returns of 34%[1]­­­­­. The fund invests in equity securities of companies located in India that are considered emerging industry leaders or small/medium cap…
    Written on Wednesday, 17 May 2017 15:41
  • Key Features Driving Sustainability of the “new” China Economy: Part 2
    In part 1 of this article, we discussed how China’s economy is undergoing a transition. While the old China economy was largely driven by manufacturing led and export oriented, the new China economy is driven more by domestic consumption. We will now discuss some of the key features of the…
    Written on Wednesday, 17 May 2017 15:04
  • United States Federal Reserve believes India’s GST May Boost the GDP Growth by Up to 4.2%
    India continues to be the fastest growing major economy in the world and its growth will accelerate further due to factors like the implementation of their simplified taxation system, Finance Minister Arun Jaitley said[1]. The government’s Goods and Services tax (GST) tax reform has been identified as one of most important tax reforms…
    Written on Wednesday, 10 May 2017 11:24
  • 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

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.

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 www.Fundata.com/ProductsServices/FundGrade.aspx.

The FundGrade™ A+ Award is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+ Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+ calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+ uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded an FundGrade™ A+ Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.



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