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Counsel US Value Series D

CGF706
18.12
-0.02
-0.12%
2017-10-18
5 Years
  • Previous Close

    18.14

  • Net Assets

    4.76M

  • Yield

    1.38%

  • Front load

    None

  • Expenses

    -

  • Category

    US Equity

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Counsel Portfolio Services Inc

Fund Style

Open

Fund Manager

Timothy Rudderow

Investment Style

Large Value

The investment objective of Counsel U.S. Value is to seek long-term growth of capital while maintaining a commitment to protection of its capital, by investing primarily in U.S. equity securities. Counsel U.S. Value may also invest in U.S. fixed-income securities and equity and fixed-income securities of issuers anywhere in the world depending upon prevailing market conditions.

Purchase Information

Initial Purchase 1,000
Initial Purchase: IRA 1,000
Initial Purchase: AIP 50

Inception

2009-01-14

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