Increase Your Wealth with Excela Funds
Excela Funds Management is owned by Excela Limited, an ASX listed company. It invests in a diversified range of assets, both directly or through its own flagship funds – Accelerator, Emergent and Maximiser Funds.
Excela Funds Management is actively managed by the Excela Investment Management Team and its Chief Investment Officer. The Excela Funds can provide investors with an “instant portfolio” that mirrors our strategy and outlook, greatly decreasing the need for constant monitoring, paperwork and decision-making on your part.
Each Fund is goal oriented, diversified and built around one of our investment specialities:
- Diversified Growth
- Equity Income – Buy Write Strategy
- Asian and Emerging Markets Growth
Learn more about the fund concepts here.
About Managed Funds
Managed Funds provide a vehicle to gather investors’ money in one place and then the professionals who manage the fund use their resources, experience and expertise to make investment decisions on behalf of those investors. Like most Managed Funds, the Excela Funds are Unit Trusts. In exchange for your invested money you are issued units in the Excela Fund in which you have invested. Certain rights (such as a right to any income and a right to vote) attach to your units. You may also have obligations as a result of holding units.
There are many types of Managed Funds. Some focus on providing income, some on capital growth. Some focus on higher risk investments and others on more steady performers, others still on a mix of these. Depending on the type of investments a fund chooses to focus on, your decision to invest in one or perhaps more Managed Funds could be a good way to help better manage the effect of risk on your investments. Spreading risk often smooths the highs and lows of investment performance and helps reduce the impact on you of one or more types of investments performing poorly.
For more information about risk you should refer to the section of the current Excela Funds’ Product Disclosure Statement called “What are the significant risks?” where you will find a discussion of the risks of investing generally and in the specific Excela Fund in which you are considering making an investment.
Download an Excela Fund Product Disclosure Document
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