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Computershare to acquire exempt market business of Canadian Western Trust

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

  • By: Leah Golob
  • January 3, 2018 January 21, 2018
  • 12:25

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

  • By: Leah Golob
  • November 24, 2017 November 24, 2017
  • 12:00

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

  • By: IE Staff
  • November 2, 2017 November 2, 2017
  • 15:30

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

  • By: Jade Hemeon
  • September 21, 2017 December 18, 2017
  • 23:55
Computershare to acquire exempt market business of Canadian Western Trust

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

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

  • By: IE Staff
  • September 1, 2017 December 14, 2017
  • 14:35

The firm’s two new ETFs use asset-class management to provide better diversification

Regulators’ proposals would improve access to foreign markets

The ETFs will employ a risk-budgeting, quantitative investment strategy with global diversification

The funds share similar objectives and will retain the same manager

Five of Excel Funds’ mutual funds will be available in Series D units, which have lower management fees, through various discount brokerages

  • By: IE Staff
  • October 18, 2016 October 18, 2016
  • 14:40