Counsel All Equity Portfolio

Counsel All Equity Portfolio uses a comprehensive yet simple to understand process for investing. The Portfolio seeks to achieve long-term capital appreciation by investing in securities of a variety of Canadian, U.S. and international equity investments.

Features and Benefits

  • Exposure to multiple sub-advisors, each with a strong investment process
  • Counsel’s rigorous process for investment specialist selection and continued monitoring
  • Proper portfolio diversification achieved through the optimal combination of asset class, geographic exposure, market capitalization ranges and investment styles
  • Periodic evaluation by an independent portfolio modeling service provider to verify that the Portfolio efficient from a risk-return perspective
  • Automatically rebalancing towards the Portfolio’s target mix of asset classes, geographic exposure and investment styles.
  • Clear, concise and consolidated reporting

View the Counsel All Equity 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 

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.