Strategy Highlights
Gain access to two investment strategies in a single fund for diversified, lower-risk exposure to emerging markets
Exposure to two asset classes: emerging market bonds (~70%) for greater yield and emerging market equities (~30%), focused on generating strong risk-adjusted returns
Low-to-medium risk
Lower volatility solution for gaining direct access to the emerging markets
Monthly distribution, at an annual rate of approximately 4.5%
Managed by Excel Investment Counsel Inc. The fixed-income allocation is sub-advised by Amundi Asset Management, one of Europe’s leading asset managers



Value of C$10,000 Invested


End Value ():  

Initial Investment: C$ 

From: To: 

  




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


Amundi S.A.

Headquartered in France it is a leading European asset manager and ninth largest worldwide manages over USD 1.06 trillion in AUM (as at December 31, 2015). It serves 100 million retail clients and 2,000 institutional clients with operations in more than 30 countries around the globe.> Read More