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Excel India Balanced Fund
Excel India Balanced Fund Header

Designed for Income and Growth

arrow Initial portfolio mix: 60% equities, 40% investment-grade quality bonds

arrow Seeks current income and long-term capital appreciation by investing in a diversified portfolio comprised primarily of publicly-listed equities and investment-grade bonds

arrow Broad portfolio holdings of 60-70 securities, stocks and bonds

arrow Balanced mandate that seeks to dampen portfolio volatility

arrow 4.0% initial annual indicative yield, to be paid in monthly cash distributions

Portfolio Manager

Excel Investment Counsel 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”.
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Sub-Adviser

Aditya Birla Sun Life Asset Management Company Pte. Ltd.

A wholly owned subsidiary of Birla Sun Life Asset Management Company Limited
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