Management Report of Fund
Portfolio Discolsure
Fund Name
Mar. 31, 2017
Sept. 30, 2017
Mar. 31, 2017
Sept. 30, 2017
2nd Quarter
Jun. 30, 2017
4th Quarter
Dec. 31, 2017
Counsel Retirement Portfolios
Retirement Accumulation Portfolio
Retirement Foundation Portfolio
Retirement Income Portfolio
Retirement Preservation Portfolio
Counsel Strategic Portfolios
All Equity Portfolio
All Equity Portfolio Class
Balanced Growth Portfolio (Formerly Known as Managed Portfolio)
Balanced Portfolio
Balanced Portfolio Class
Conservative Portfolio
Conservative Portfolio Class
Growth Portfolio
Growth Portfolio Class
High Income Portfolio (Formerly known as Managed High Yield Portfolio)
Income Portfolio (Formerly known as Managed Yield Portfolio)
Monthly Income Portfolio (Formerly known as Regular Pay Portfolio)
Counsel Managed Portfolios
Income Managed Portfolio
World Managed Portfolio
Counsel Portfolio Components
Canadian Core Fixed Income
Canadian Dividend
Canadian Dividend Class
Canadian Growth
Canadian Growth Class
Canadian Value
Canadian Value Class
Defensive Global Equity
Fixed Income
Global Dividend
Global Fixed Income
Global Low Volatility Equity
Global Real Estate
Global Small Cap
Global Trend Strategy
High Yield Fixed Income
International Growth
International Value
Money Market
North American High Yield Bond
Short Term Bond
U.S. Growth
U.S. Value

Independent Review Committee Report

All mututal fund companies in Canada must maintain an independent committee to advise investors about conflicts of interest that can arise from mutual fund management. Counsel Portfolio Services Independent Review Committee has published the following annual reports.

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Proxy Voting Record

A "Proxy Voting Record" is produced annually for the twelve months ended June 30th. This record provides ianformation on how each investment fund, in its capacity as a securityholder, voted on matters relating to the holdings of the fund. Please use the link in order to access the Proxy Voting Records for the funds.

Proxy Voting

Responsible Investing Policy

The objective of this Responsible Investing Policy (the “Policy”) is to formalize a practice of including environmental, social and governance (“ESG”) factors in the investment process for investment mandates managed by Counsel Portfolio Services (“Counsel”). We consider ESG factors as a result of our belief that companies that practice good environmental, social and corporate governance are those that end up being strong performance contributors over the long-term.

Fundamental to this Policy is our responsibility to act in the best interests of the investment funds (“Funds”). Our role is to exercise professional judgment on which ESG and non-ESG factors will be drivers of financial value and how we should approach them in order to enhance the long-term performance of our Funds. Counsel’s role is to encourage its appointed investment sub-advisors to follow similar ESG investment practices as they relate to the Counsel Investment Funds. We also recognize that formalization of our ESG approach will demonstrate alignment between our investment activities and broader social and environmental objectives of society. Learn More 

Our Approach to ESG

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