Sun Life Excel India Fund Series A
1 Yr Return
Registered Plan Eligible
Choice of Front or Back
Commission Based Advice
SUNL200(BE), SUNL100(FE), SUNL300(LL)
April 14, 1998
The investment objective of Excel India Fund is to seek long-term superior growth of capital. The Fund will invest its assets primarily in equity securities of companies located in India through a "fund-on-fund" arrangement with India Excel (Mauritius) Fund (the "Mauritius Sub-fund"). The Mauritius Sub-fund is an open-end investment trust organized under the laws of India.
The Mauritius Sub-fund and India Sub-fund have been created to facilitate the investment in equity securities of companies located in India by the Excel India Fund and have the same investment objectives, strategies and guidelines as the Excel India Fund. Excel India Fund has obtained the approval of securities regulatory authorities to allow the Fund to invest more than 10% of its assets in, and hold more than 10% of, the Mauritius Sub-fund and indirectly the India Sub-fund.
Birla Sun Life Asset Management Company Limited
Excel Funds Management Inc
PAC Initial Investment
SWP Min Balance
SWP Min Withdrawal
Trailer Fee Max (FEE)
Trailer Fee Max (DSC)
Trailer Fee Max (NL)
Trailer Fee Max (LL)
Sun Life Global Investments (Canada) Inc.
Excel Investment Counsel Inc.
State Street Trust Company Canada
International Financial Data Services (Canada) Ltd
$0.03 / -0.07%