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Counsel Growth Portfolio Sr F

CGF744
18.54
+0.03
+0.16%
2018-05-18
5 Years
  • Previous Close

    18.51

  • Net Assets

    55.05M

  • Yield

    0.46%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Equity 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 Growth Portfolio seeks to achieve 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 70 to 85% in equity securities and 15 to 30% in fixed income securities.

Purchase Information

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

Inception

2006-02-13

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