Counsel Regular Pay Portfolio

Gain confidence knowing you have the right investment solution to meet your goals. Counsel Regular Pay Portfolio seeks to provide investors with consistent monthly income and the potential for modest long-term capital growth. It invests in a variety of higher-yielding Canadian fixed income securities, income trusts, convertible securities, money market instruments as well as some U.S. and international securities. This Portfolio takes the worry out of determining which investment will reduce volatility, yet provides a stable income stream.

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 Regular Pay Portfolio At-a-Glance Profile for a overview of the investment solution.

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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.