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Excel India Balanced Fund
Excel India Balanced Fund Header
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



Value of C$10,000 Invested


End Value ():  

Initial Investment: C$ 

From: To: 

  


* Since inception day (04/20/2016)







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). > Read More


Sub-Adviser

Aditya Birla Sun Life Asset Management Company Pte. Ltd.

A wholly owned subsidiary of Birla Sun Life Asset Management Company Limited.> Read More