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Excel China

EXL103
4.52
+0.04
+0.96%
2018-05-25
5 Years
  • Previous Close

    4.48

  • Net Assets

    31.21M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    -

  • Category

    Greater China Equity

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★
Profile

Name of Issuer

Excel Funds Management Inc

Fund Style

Open

Fund Manager

Guo Xi Chen

Investment Style

Large Growth

The objective of the Fund is to seek long-term superior growth of capital by investing in equity securities of companies located in China, Hong Kong, Taiwan and other Far East countries. The Fund may also invest in Canadian equity securities which focus on companies doing business in the China region, debt securities of Canadian issuers, derivatives (futures, options and forward contracts) and cash or cash equivalents. As an alternative to direct investments, the Fund may invest in index futures in order to gain exposure to equity securities based in these countries. The Fund may also invest in companies in other parts of the world that are currently participating or intending to participate in the economic development and opportunities in China.

Purchase Information

Initial Purchase 250
Initial Purchase: IRA 250
Initial Purchase: AIP 35

Inception

2000-01-28

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