Excel Funds To Host Cross-Canada Roadshow

Investment Strategies for Tapping into the India Consumption Story

TORONTO, Nov. 2, 2016 /CNW/ - Excel Funds Management Inc. ("Excel Funds"), in partnership with Birla Sun Life Asset Management Company Limited ("Birla Sun Life"), is excited to announce that it will be hosting a cross-Canada roadshow, Rise of the Indian Consumer: The 1.3 Billion Effect, to be held on November 28th, through December 1st, 2016. Come and hear from expert portfolio managers and business executives, as they take an in-depth look at the India consumption story and examine how pro-business reforms are shaping the country's future.  

Full agenda and registration details, including cities and dates, can be found at: https://www.excelfunds.com/events/road-show-2016-11/.

"This is a great opportunity for Canadian advisors to get a unique perspective from money managers that operate on-the-ground in India, and learn how they can tap into the remarkable growth that is taking place there," says Bhim D. Asdhir, President and Chief Executive Officer with Excel Funds. "We have two key members from our portfolio management team at Birla Sun Life that are coming to demonstrate their expertise; one of the major themes that we will be exploring is the benefits of active management and how successful Birla Sun Life has been in generating alpha, historically."

Birla Sun Life is one of India's leading asset managers with approximately US$20 billion in assets under management.1 Excel Funds has partnered with Birla Sun Life for the past 18 years to bring Canadians innovative solutions that provide direct access to the Indian market. Among these offerings is the Excel India Fund, which is the largest and longest-running India-focused mutual in Canada, and winner of a 2015 Lipper® Fund Award for Best Fund over 3 years, in the Geographic Equity category. Newer additions to Excel Funds' lineup of India-focused strategies include, the Excel New India Leaders Fund, which invests in high-quality small- and mid-cap companies, and the Excel India Balanced Fund, which provides exposure to Indian bonds. Excel Funds is one of the only fund managers in Canada to offer access to the entire spectrum of the Indian market, from small to large-cap stocks, as well as fixed-income securities.

The roadshow will highlight sectors in the Indian economy that are positioned for long-term expansion including domestic consumption, financials, and infrastructure. Attendees will also hear how landmark reforms have been a springboard for both macro growth and corporate earnings.

For more information, please visit: https://www.excelfunds.com/events/road-show-2016-11/.

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".

1 Birla Sun Life Asset Management Company Limited, information as at March 31, 2016.

Excel India Fund, Series A was awarded a 2015 Lipper Fund Award in the Geographic Equity category for the 3-year period ending July 31, 2015 out of a total of 12. The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120 month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see www.lipperweb.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing.

Statements in this document, other than statements of historical fact, and including statements regarding the future economic effects of events, are "forward-looking statements". These forward-looking statements reflect the current beliefs of the respective fund's portfolio manager and are based on information available to the respective fund as of the date of this document. Actual results may differ materially as they are subject to a number of significant risks and uncertainties. The fund has no obligation to update or revise the forward-looking statements in this document.

SOURCE Excel Funds Management Inc.

Image with caption: "Excel Funds Cross-Canada Roadshow (CNW Group/Excel Funds Management Inc.)". Image available at: http://photos.newswire.ca/images/download/20161102_C5747_PHOTO_EN_810273.jpg

For further information: Media Contact: Caroline Grimont, Senior Vice President, Sales & Marketing, Caroline.grimont@excelfunds.com, 905-624-7744


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