Counsel Conservative Portfolio
Counsel Conservative Portfolio uses a comprehensive yet simple to understand process for investing. The Portfolio seeks to achieve a balance between income and capital growth. It invests in the securities of a variety of Canadian, U.S. and international equity and fixed income investments.
Features and Benefits
- Exposure to multiple sub-advisors, each with a strong investment process
- Counsel’s rigorous process for investment specialist selection and continued monitoring
- Proper portfolio diversification achieved through the optimal combination of asset class, geographic exposure, market capitalization ranges and investment styles
- Periodic evaluation by an independent portfolio modeling service provider to verify that the Portfolio efficient from a risk-return perspective
- Automatically rebalancing towards the Portfolio’s target mix of asset classes, geographic exposure and investment styles.
- Clear, concise and consolidated reporting
a
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