Counsel Regular Pay Portfolio
Gain confidence knowing you have the right investment solution to meet your goals. Counsel Regular Pay Portfolio seeks to provide investors with consistent monthly income and the potential for modest long-term capital growth. It invests in a variety of higher-yielding Canadian fixed income securities, income trusts, convertible securities, money market instruments as well as some U.S. and international securities. This Portfolio takes the worry out of determining which investment will reduce volatility, yet provides a stable income stream.
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
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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