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|
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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Aditya Birla Sun Life Asset Management Company Pte. Ltd.
|•||A wholly owned subsidiary of Birla Sun Life Asset Management Company Limited|