Last updated: Apr-19-2018
4/20/2018 4:23:30 PM

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# of funds: 33



Excel with Excel Funds!

Excel Funds Management Inc. is an innovative Canadian based mutual fund company located in Mississauga, Ontario. Our primary goal is to offer a series of growth-oriented mutual funds, which are designed to take advantage of the fast-paced growth of the world's developing markets. Excel believes that mutual funds are best held as long term investments and will seek to deliver superior returns over time while maintaining sound risk control measures.

Mission Statement

Excel Funds Management Inc. is a company of people dedicated to delivering best-value services and solutions based on growth-oriented mutual funds.

  • To focus on creating wealth for you - our unitholders.
  • To conduct ourselves with dignity and the highest ethical standards.
  • To contribute, as good corporate citizens, to the societies we live and do business in.
  • To provide a working environment, that will stimulate talent and reward hard work.
  • To constantly bring innovative products and financial opportunities to the Canadian investor

Investment Philosophy

Think Global - Act Local! -- Our investment strategy is to seek superior long term growth of capital by investing primarily in equity securities of companies, while mitigating risk. We believe in holding these securities for the long term in order to capture maximum gains.

Our funds will invest in a diversified portfolio of well researched, globally competitive companies with sound growth potential.

Strong emphasis will be placed on companies which have high quality, visionary corporate management, fundamentally good values and sustainable growth prospects.

We believe that it is necessary to have the best local portfolio managers, ones that understand the economy, and companies they are investing in. Although not all companies subscribe to this approach, we feel it is essential in order to be successful in emerging markets.

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