Fixed Income

Counsel Fixed Income seeks to achieve a high level of income by investing in a diversified portfolio of money market instruments, high quality Canadian government and corporate bonds, convertibles, income trusts, mortgage securities, as well as dividend paying common and preferred shares.

Investors should consider this fund is they are seeking interest and income over the long term and have a low to moderate tolerance for risk.

Investment Strategies

Counsel Fixed Income invests in a diversified portfolio of Canadian fixed income and equity securities which in the opinion of the portfolio advisor, have:

prospects of steady interest, dividend and/or distribution payouts;
the ability to sustain these payouts for a reasonable period of time into the future; and
a favourable price in relation to payout expectations.

The fund may invest in fixed income securities of any quality or term in order to take advantage of changing economic cycles.

The fund may also incest up to 30% of its assets in foreign securities. Foreign investments will usually be foreign corporate and government bonds.

Features and Benefits

Active management of fixed income securities
Quarterly distributions
Third party investment management with a proven ability in managing fixed income securities

Investment Team - Acuity Investment Management

Counsel Fixed Income At-A-Glance
Counsel Fixed Income Financial Statement
Counsel Fixed Income MRFP
Counsel Fixed Income Quarterly Portfolio Disclosure