Counsel Managed Portfolio

Counsel Managed Portfolio seeks to capture investment opportunities, by investing primarily in Canadian debt and equity securities, using a carefully monitored risk management structure. Using an active asset allocation approach, the talents of top investment management firms are tapped to manage assets among stocks, bonds and cash.

Key Features of Counsel Managed Portfolio

  • Professionally managed and monitored by leading investment specialists.
  • Expected to provide long-term returns through income and capital gains.
  • Effective diversification by geographic region, investment style, market capitalization and asset class.
  • Flexibility to maximize opportunities and mitigate risk by shifting asset allocations.

View the Counsel 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.