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Company: Excel Funds

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The mergers will take effect June 15

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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

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

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

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