Monthly At A Glance

The At a Glance reports provide an overview of each investment solution’s performance, asset allocation mix, sector and top 10 holdings. It includes graphical illustrations for each investment solution to show its effective asset mix relative to their target holdings.

As at February 28, 2017 

SERIES

FUND NAME 

A

C D DT E I IT T
 Counsel All Equity Portfolio         
 Counsel All Equity Portfolio Class              
 Counsel Balanced Portfolio            
 Counsel Balanced Portfolio Class      

 

   
 Counsel Canadian Dividend          
 Counsel Canadian Dividend Class        
 Counsel Canadian Growth          
 Counsel Canadian Growth Class          
 Counsel Canadian Value          
 Counsel Canadian Value Class          
 Counsel Conservative Portfolio          
 Counsel Conservative Portfolio Class    

 

   
 Counsel Defensive Global Equity                 
 Counsel Fixed Income          
  A C D DT E I IT T
 Counsel Global Dividend          
 Counsel Global Low Volatility               
 
 Counsel Global Real Estate

 

 

     
 Counsel Global Small Cap          
 Counsel Global Trend Strategy          
 Counsel Growth Portfolio          
 Counsel Growth Portfolio Class          
 Counsel High Yield Fixed Income           
 Counsel Income Managed Portfolio*    
 Counsel International Growth          
 Counsel International Value          
  A C D DT E I IT T
 Counsel Managed High Yield Portfolio        
 Counsel Managed Portfolio          
 Counsel Managed Yield Portfolio          
 Counsel Money Market          
 Counsel Regular Pay Portfolio*    
 Counsel Retirement Income Portfolio            
 Counsel Retirement Preservation Portfolio             
 Counsel Retirement Foundation Portfolio             
 Counsel Retirement Accumulation Portfolio             
 Counsel Short Term Bond          
 Counsel U.S. Growth          
 Counsel U.S. Value          
 Counsel World Managed Portfolio          

*Also available in the following Series:

SERIES

FUND NAME

B

DB IB 
 Counsel Income Managed Portfolio  
 Counsel Regular Pay Portfolio  

Mutual funds sponsored by Counsel Portfolio Services Inc. are only qualified for sale in the provinces (except Quebec) and territories of Canada. Please read the fund’s Simplified Prospectus and speak to a Financial Advisor before investing.