Management Report of Fund
Portfolio Discolsure
Fund Name
Mar. 31, 2016
Sept. 30, 2016
Mar. 31, 2016
Sept. 30, 2016
2nd Quarter
Jun. 30, 2016
4th Quarter
Dec. 31, 2016
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 Portfolio
Balanced Portfolio Class
Conservative Portfolio
Conservative Portfolio Class
Growth Portfolio
Growth Portfolio Class
Regular Pay Portfolio
Counsel Managed Portfolios
Income Managed Portfolio
Managed High Yield Portfolio
Managed Portfolio
Managed Yield 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 Small Cap Class
Global Trend Strategy
High Yield Fixed Income
International Growth
International Growth Class
International Value
International Value Class
Money Market
North American High Yield Bond
Short Term Bond
Short Term Fixed Income Class
U.S. Growth
U.S. Growth Class
U.S. Value
U.S. Value Class

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.

Download Report

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