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Counsel World Managed Portfolio Series I

CGF584
13.38
-0.02
-0.13%
2017-10-17
5 Years
  • Previous Close

    13.39

  • Net Assets

    5.15M

  • Yield

    0.32%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Equity Balanced

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Counsel Portfolio Services Inc

Fund Style

Open

Fund Manager

Bryan Belton

Investment Style

Large Blend

Counsel World Managed Portfolio seeks to maximize long-term investment returns through income and capital gains by investing, either directly or through securities of other mutual funds, primarily in global debt and equity securities. Counsel World Managed Portfolio is managed using a tactical asset allocation approach to create a diversified portfolio by investing in different asset classes. Consistent with its tactical asset allocation approach, it is expected that the Fund’s asset class weightings will range between approximately 20% - 80% in equity securities and 20% - 80% in fixed income securities.

Purchase Information

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

Inception

2007-01-26

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