Counsel Managed Portfolio
Counsel Managed Portfolio seeks to capture investment opportunities, by investing primarily in Canadian debt and equity securities, using a carefully monitored risk management structure. Using an active asset allocation approach, the talents of top investment management firms are tapped to manage assets among stocks, bonds and cash.
Key Features of Counsel Managed Portfolio
- Professionally managed and monitored by leading investment specialists.
- Expected to provide long-term returns through income and capital gains.
- Effective diversification by geographic region, investment style, market capitalization and asset class.
- Flexibility to maximize opportunities and mitigate risk by shifting asset allocations.
At-a-Glance
Financial Statements - Annual 2011
Financial Statements - Interim 2011
Management Report of Fund Performance (MRFP) - Annual 2011
Management Report of Fund Performance (MRFP) - Interim 2011
Q2 2011 - Quarterly Portfolio Disclosure
Q4 2010 - Quarterly Portfolio Disclosure
Tactical Asset Allocation Calls