Counsel Income Managed Portfolio

Counsel Income Managed Portfolio seeks to provide a consistent level of monthly income with the potential for long-term capital growth in one simple solution. Two levels of management have been integrated using an active asset allocation approach between fixed income and equity investments.

Key Features of Counsel Income Managed Portfolio

  • Professionally managed and monitored by leading investment specialists.
  • Diversified income stream from a mix of Canadian dividend paying stocks, corporate and government bonds, and income trusts.
  • Potential growth of capital over the long-term.
  • Flexibility to maximize opportunities and mitigate risk by shifting asset allocations.  

View the Counsel Income Managed Portfolio At-a-Glance Profile for a overview of the investment solution.


Monthly  At-a-Glance 
Annual & Semi-Annual

Financial Statements 
Management Report of Fund Performance (MRFP)  

Quarterly Quarterly Portfolio Disclosure 
Tactical Asset Allocation Calls


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.