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Units of the Excel Billionaire Leaders Fund is no longer offered for sale, as at the close of business on February 6, 2017. See the press release for more information.

Material Change Report


Recognizing the power of business excellence

Excel Funds Management Inc. (“Excel Funds”) recognizes that billionaires are a rare group of individuals that have a time-tested ability to capitalize on business opportunities, creating and preserving wealth in a way that others cannot. The Excel Billionaire Leaders Fund seeks to harness the earnings power and potential growth of publicly traded companies in which billionaires have a vested interest.


Remarkable Investment Pool:
Belong to a group of investors that capture the success of visionary leaders, who have an insatiable capacity to generate wealth with a near-obsessive work ethic
Invest in New Secular Growth Themes:
Tap into the growth potential of macro themes that have been identified by these visionary business leaders
Geographic Diversification:
Gain access to global companies which also serves to dampen volatility
Active Portfolio Management:
Benefit from Excel Funds’ 500 global portfolio manager network and emerging market expertise as emerging countries continue to produce more new billionaires than developed economies
Fastest Growing Businesses:
Participate in new eras for growth, innovation and wealth. Scalable business models, superior earnings per share growth and pricing power






Top Sectors for Billionaire Growth



Excel Funds has retained Excel Investment Counsel Inc. (EIC) to act as the portfolio manager of the Excel Billionaire Leaders Fund. EIC seeks superior long-term capital appreciation by investing primarily in global equity securities. EIC uses proprietary quantitative models to employ a disciplined top-down country allocation and bottom-up stock selection process, underlined by a hybrid Quality Growth at a Reasonable Price (Q-GARP) strategy, which balances the tenets of growth and value investing.


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.