Monthly At A Glance

The At a Glance reports provide an overview of each investment solution’s performance, asset allocation mix, sector and top 10 holdings. It includes graphical illustrations for each investment solution to show its effective asset mix relative to their target holdings.

As at December 31, 2011

Strategic Portfolios

Managed Portfolios 

Counsel Conservative Portfolio 

Counsel Managed Yield Portfolio   

Counsel Regular Pay Portfolio 

Counsel Income Managed Portfolio 

Counsel Balanced Portfolio 

Counsel Managed Portfolio 

Counsel Growth Portfolio 

Counsel World Managed Portfolio 

Counsel All Equity Portfolio 

 

Portfolio Components

Counsel Money Market 

Counsel U.S. Value

Counsel Short Term Bond 

Counsel U.S. Growth

Counsel Fixed Income 

Counsel International Value 

Counsel Canadian Dividend 

Counsel International Growth

Counsel Canadian Value 

Counsel Global Real Estate

Counsel Canadian Growth 

Counsel Global Small Cap

Mutual funds sponsored by Counsel Portfolio Services Inc. are only qualified for sale in the provinces (except Quebec) and territories of Canada. Please read the fund’s prospectus and speak to a Financial Advisor before investing.