Goal Oriented, Diversified Investing with Excela
Excela Managed Funds allow you establish and maintain your investments in line with our strategy and market outlook.
Actively managed by our Investment Management Team, the Excela Funds provide everyday investors with a portfolio that mirrors our market sentiments.
The Excela Funds allow you to build a highly diversified, goal-specific investment portfolio from 3 key Funds:
Accelerator is a Direct Invest fund designed to produce income with monthly cash distributions;
EMERGENT is a Fund of Funds that provides you with exposure to a hand-picked selection of investments in exciting emerging market economies around the world;
MAXIMISER is a Fund of Funds designed to provide a rounded growth portfolio in one investment.
You can apply and invest directly with Excela with the Investment PDSs, or your Financial Adviser can tailor an ideal mix of the Funds for your goals, circumstances and risk profile.
Fund of Funds or Direct Invest Funds
Excela Funds are either Fund of Funds, meaning they invest in other carefully managed funds, or Direct Invest Funds, meaning they make direct investments in equities. Refer to these sections for further insight into how investments are chosen and managed in each of these areas.
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