Emerging markets funds
Emerging markets funds invest in companies and governments of developing countries around the world. In 2018, Sun Life Global Investments acquired Excel Funds – an experienced investment manager specializing in emerging markets funds. The acquisition broadens our product shelf and provides access to an even broader global sub-advisor network.
Why emerging markets, why now?
Emerging markets on average are growing at a rate between two and three times faster than developed markets1 and have low correlation with them. In fact, emerging market countries represented 75% of the world’s GDP growth in 20172. This fact may help Canadian investors overcome reservations about putting their money into EM when seeking both growth and diversification.
Watch the video with Christine Tan, Portfolio Manager
Emerging markets updates
Indian markets ride a wave of optimism
Indian investors grew more confident heading into the country’s national election campaign, with polls showing that a period of stability may follow the vote. Markets were further buoyed by increasing optimism surrounding the U.S./China trade talks and the U.S. Federal Reserve's decision not to raise interest rates. Additionally, foreign capital inflows helped strengthen the rupee, which rose in value against the U.S. dollar.
To learn more, log into our Advisor site to read our India: Monthly Equity Market Monitor.
Portfolio Manager Christine Tan dives into key factors impacting emerging markets in Q1.
Sun Life Global Investments offers the following emerging markets funds:
- Sun Life Excel Emerging Markets Fund
(Formerly Sun Life Schroder Emerging Markets Fund)
- Sun Life Excel High Income Fund
(Formerly Excel High Income Fund)
- Sun Life Excel Emerging Markets Balanced Fund
(Formerly Excel Emerging Markets Balanced Fund)
- Sun Life Excel India Fund
(Formerly Excel India Fund)
- Sun Life Excel New India Leaders Fund
(Formerly Excel New India Leaders Fund)
- Sun Life Excel India Balanced Fund
(Formerly Excel India Balanced Fund)
- Sun Life Excel China Fund
(Formerly Excel China Fund)
1 1. Source: IMF World Economic Outlook, October 2017; PWC World in 2050; E7 consists of China, India, Brazil, Mexico, Russia, Indonesia and Turkey; G7 consists of Canada, France, Germany, Italy, Japan, UK and US.
2 IMF World Economic Outlook, Jan 2018.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
© Sun Life Global Investments (Canada) Inc., 2019. Sun Life Global Investments (Canada) Inc. is a member of the Sun Life Financial group of companies.