TORONTO, Oct. 18, 2016 /CNW/ - Excel Funds Management Inc. ("Excel Funds") announced that it has launched series D units for 5 of its mutual fund strategies, offering each of these products at a reduced cost to Canadians that invest through discount brokerages.
"Do-it-yourself investors make up a large part of our core business," says Bhim D. Asdhir, President and CEO of Excel Funds. "They will now have access to some of our top-rated products at a much better price point, and we look forward to catering to this segment of the market a lot more in the future."
Along with lower management fees, one of the primary benefits of purchasing applicable series D funds include, gaining access to unique, actively managed strategies that invest in stocks and bonds which trade outside the North American market, and are not readily available to Canadian investors.
Among the listed strategies that will be available through various discount channels are, Excel Funds' flagship product, 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 high-quality emerging market bonds as well as currencies, and has an overall 5-star rating from Morningstar Canada; and the Excel Emerging Markets Fund, which also has a 5-star rating from Morningstar Canada over the past 3 years, and is run by top-quartile portfolio manager and Excel Investment Counsel Inc.'s Chief Investment Officer, Christine Tan.
Additional offerings that are also available through discount brokerages include the:
- Excel Latin America Fund; and
- Excel EM Blue Chip Balanced Fund.
For additional information, please contact your financial advisor or visit www.excelfunds.com.
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".
Morningstar Five Star Rating Disclaimer for the Excel High Income Fund (Series "A" and "F") - Overall Rating and the Excel Emerging Markets Fund (Series "A") 3-year 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.
SOURCE Excel Funds Management Inc.
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