Excel Funds – Investment Executive

SLGI, Excel Funds unitholders approve fund mergers

Alan — Mon, 28 May 2018 17:54:49 +0000

The mergers will take effect June 15

Alan — Mon, 19 Mar 2018 20:30:01 +0000

But the closure of the two ETFs doesn’t mean SLGI will be out of ETFs permanently as the firm says it’s “refining” its ETF strategy

Pablo — Fri, 09 Mar 2018 21:48:14 +0000

SLGI and Excel are proposing that the current master declaration of trust governing Excel’s suite of funds be amended

Alan — Thu, 01 Mar 2018 16:40:20 +0000

The proposed revisions include fund mergers, investment objective changes, fee changes

Alan — Wed, 03 Jan 2018 17:25:00 +0000

The purchase expands Sun Life’s wealth management business in Canada with a broader lineup of emerging market funds

Alan — Fri, 24 Nov 2017 17:00:00 +0000

Excel Blue Chip Equity Fund will be terminated once the merger with Excel Emerging Markets Balanced Fund is completed

Alan — Thu, 02 Nov 2017 20:30:00 +0000

Alken Asset Management has notified the firm of its intention to terminate a subadvisory agreement

Jean-Marc Jutras — Fri, 22 Sep 2017 04:55:00 +0000

The insurance giant's purchase of Excel Funds represents an "entryway" to the emerging markets asset class

Alan — Thu, 07 Sep 2017 21:25:00 +0000

The acquisition will expand SLGI’s lineup of emerging markets funds and adds ETFs to its roster of products

Alan — Fri, 01 Sep 2017 19:35:00 +0000

Unitholders to vote on proposed merger of Excel Blue Chip Equity Fund into Excel EM Blue Chip Balanced Fund