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ANNUAL INFORMATION FORM September 30, 2014, EXCEL GROUP OF FUNDS Offering Series A and Series F units of: EXCEL BLUE CHIP FUNDS EXCEL BLUE CHIP EQUITY FUND EXCEL BLUE CHIP BALANCED FUND EXCEL FIXED
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How to fill out an excel group of funds:

01
Open Microsoft Excel on your computer.
02
Create a new worksheet by clicking on "File" and then "New Workbook."
03
Name the worksheet as "Group of Funds" or any other relevant name.
04
Identify the columns you need for your group of funds, such as "Fund Name," "Fund Type," "Investment Amount," and "Return on Investment."
05
Enter the column headers in the first row of your worksheet.
06
Start entering each fund's information in the subsequent rows. For example, in the "Fund Name" column, enter the name of the first fund.
07
Fill out the other columns based on the information you have for each fund.
08
Use formulas or functions to calculate the return on investment for each fund if necessary.
09
Format the worksheet to make it visually appealing and easy to read. You can apply different formatting options such as colors, borders, and font styles.
10
Double-check your entries for accuracy and make corrections if needed.
11
Save the excel file by clicking on "File" and then "Save As." Choose a folder location and give the file a meaningful name.
12
Share the excel group of funds with relevant stakeholders or colleagues if required.

Who needs excel group of funds:

01
Individuals or organizations managing multiple investment funds can benefit from organizing and tracking them in an excel group of funds.
02
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03
Investors who want to track their investments across different fund types and keep a record of their returns may find excel group of funds useful.
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Researchers and academicians studying the performance and behavior of investment funds can utilize excel group of funds to analyze data conveniently.
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Excel Group of Funds refers to a collection of investment funds managed by Excel Capital Management.
Investment managers and entities responsible for managing the Excel Group of Funds are required to file.
Excel Group of Funds can be filled out by providing detailed information about the investments and performance of the funds.
The purpose of Excel Group of Funds is to provide transparency and compliance with regulations for investment fund management.
Information such as fund performance, investments holdings, and compliance measures must be reported on Excel Group of Funds.
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