Counsel Conservative Portfolio

Counsel Conservative Portfolio and Counsel Conservative Portfolio Class* use a comprehensive yet simple to understand process for investing. They seek to achieve a balance between income and capital growth. They invest in the securities of a variety of Canadian, U.S. and international equity and fixed income investments. 

*A Counsel investment solution whose name ends with “Class” constitutes a separate class of shares of Counsel Portfolio Corporation.  

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 Conservative 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.