The Underlying Fund Concepts

Three Investment Themes for a Complete Investment Portfolio

Capital Growth and Income from investing: you can potentially have it all.

The Excela Funds can provide investors with an “instant portfolio” that always 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:

  • Australian Growth
  • Compounded Income
  • Asian and Emerging Markets Growth

Excela Investment Funds

Accelerator is our dedicated blue chip shares Buy-Write Fund.
GOAL:Income and some Growth
DIVERSIFICATION:A concentrated mix of Australia's largest companies
SPECIALTY:The Buy-Write
Emergent provides you with exposure to a hand-picked selection of investments in exciting emerging market economies around the world.
GOAL:Growth
DIVERSIFICATION:Multiple Investments, Multiple Strategies, Multiple Countries, Multiple Investment Managers
SPECIALTY:Emerging Markets
Maximiser is designed to provide a rounded growth portfolio in one investment.
GOAL:Growth
DIVERSIFICATION:Multiple Investments, Multiple Strategies, Multiple Countries, Multiple Investment Managers
SPECIALTY:Growth Strategies




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