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Counsel Canadian Value Series I

CGF501
17.74
+0.04
+0.25%
2017-10-17
5 Years
  • Previous Close

    17.70

  • Net Assets

    1.06M

  • Yield

    3.20%

  • Front load

    None

  • Expenses

    -

  • Category

    Canadian Equity

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Counsel Portfolio Services Inc

Fund Style

Open

Fund Manager

Kim Shannon

Investment Style

Large Blend

The investment objective of Counsel Canadian Value is to seek long-term growth of capital, while maintaining a commitment to protection of its capital by investing primarily in Canadian equity securities. Counsel Canadian Value may also invest in Canadian 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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