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Excel Funds to Post Mutual Fund Strategies on TSX NAVex

(Toronto, October 5, 2016) – Excel Funds Management Inc. (Excel Funds) announced today that it is listing 8 of its mutual fund strategies on TSX NAVex, Toronto Stock Exchange’s (TSX) new mutual fund platform, to offer investors greater accessibility to its lineup of emerging market products.

“We are extremely excited to have been a part of this initiative with the TMX Group,” notes Bhim D. Asdhir, President and CEO of Excel Funds. “Our funds will now be accessible to all participants who currently trade TSX-listed securities. Additionally, the bulk trading capabilities supported by the platform are a major benefit to our investors.” Excel Funds was a select member of the TSX NAVex Working Group, made up of over 30 leading Canadian mutual fund managers, industry providers and TSX participating organizations, that the TMX Group consulted to develop the platform.

Launched in June, 2016, TSX NAVex is a centralized system that brings together the full range of TMX Group’s integrated equity services, including trading, clearing and settlement services, to address the evolving needs of the mutual fund industry. The platform facilitates purchases and redemptions of eligible mutual funds and provides an efficient new distribution channel to invest in a broad range of mutual fund products, such as those offered by Excel Funds.

“It is with great pride that we welcome Excel Funds, an innovator in the mutual fund industry, to the revolutionary TSX NAVex platform," said Kevin Sampson, Managing Director, Equity Trading, TMX Group. “Bringing Excel Funds on board as an early adopter is an important step in the advent of a new stakeholder-driven solution designed to better serve this vital and growing segment of Canada’s marketplace.”

Among the strategies that will be posted to the TSX NAVex platform by Excel Funds, via newly launched Series N units, are its flagship strategy, the Excel India Fund, which is the largest and longest-running India-focused mutual fund in Canada; the Excel High Income Fund, a unique strategy that invests in emerging market bonds as well as currencies, and has an overall 5-star rating from Morningstar Canada; and the Excel Latin America Fund, one of the few, actively managed funds in Canada that provides investors with direct access to LatAm equities.

The additional offerings that are available on the platform include the:
  • Excel Emerging Markets Fund
  • Excel EM Blue Chip Balanced Fund
  • Excel China Fund
  • Excel India Balanced Fund
  • Excel New India Leaders Fund

For additional information, please contact your financial advisor, call our Investor Relations line at 1-888-813-9813 or visit our website at

For information regarding TSX NAVex, please visit

About Excel Funds Management Inc.
Founded in 1998, Excel Funds Management Inc. offers an award-winning suite of emerging market strategies, catering to a broad range of investor profiles and objectives. Leveraging a global network of over 500 portfolio managers and 200 research analysts, our team has firsthand knowledge of the markets in which they invest – providing us with a true competitive advantage over our peers.

Our investment philosophy is grounded in disciplined fundamental research and continuously seeks out new growth opportunities in the emerging markets and beyond. Our on-the-ground sub-advisers and proprietary asset allocation models contribute to the firm being recognized as “The Authority in Emerging Markets”.

Media Contact: Caroline Grimont, Senior Vice President, Sales & Marketing
Telephone: 905-624-7744

Morningstar Five Star Rating Disclaimer for The Excel High Income 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.


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