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Counsel Balanced Portfolio Series P

CGF185
11.45
+0.03
+0.25%
2017-10-13
5 Years
  • Previous Close

    11.42

  • Net Assets

    63.12M

  • Yield

    1.38%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Neutral Balanced

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Counsel Portfolio Services Inc

Fund Style

Open

Fund Manager

Corrado Russo

Investment Style

Large Growth

Counsel Balanced Portfolio seeks to achieve a balance between income and long-term capital growth. The Fund invests in securities of a variety of Canadian, U.S. and international equity and fixed income mutual funds. The Fund invests up to 100% of its assets in securities of other mutual funds using strategic asset allocation as its principal investment strategy. The Fund’s asset class weightings will generally be 30 to 50% in fixed income securities and 50 to 70% in equity securities.

Purchase Information

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

Inception

2014-02-27

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