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Excel India Balanced Fund
Excel India Balanced Fund Header
Designed for Income and Growth
Initial portfolio mix: 60% equities, 40% investment-grade quality bonds
Seeks current income and long-term capital appreciation by investing in a diversified portfolio comprised primarily of publicly-listed equities and investment-grade bonds
Broad portfolio holdings of 60-70 securities, stocks and bonds
Balanced mandate that seeks to dampen portfolio volatility
4.0% initial annual indicative yield, to be paid in monthly cash distributions



Value of C$10,000 Invested


End Value ():  

Initial Investment: C$ 

From: To: 

  


* Since inception day (04/20/2016)







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


Sub-Adviser

Aditya Birla Sun Life Asset Management Company Pte. Ltd.

Aditya Birla Sun Life Asset Management Company Pte Ltd., an affiliate of Birla Sun Life Asset Management Company Limited (collectively, the “Birla Sun Life Group”). Birla Sun Life Asset Management Company Limited, is one of the leading fund managers in India and currently oversees approximately US$34 billion in assets under management as of September 30, 2017.> Read More

 

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.