Select Canada
As one of the worlds’s most developed nations, Canada offers great investment potential. In particular, it is recognized as a leader in commodity, resource supplies, has a strong banking system, and a stable political structure. Canada offers an excellent investment environment, the range of choice for investing in Canada is staggering and risk can be high.
Overview
Counsel Select Canada seeks long-term growth of capital through investments primarily in Canadian equity and fixed income securities. Counsel Select Canada may also invest in mutual fund securities, equities and fixed income securities of issuers located anywhere in the world depending upon prevailing market conditions.
This fund may appeal to investors who are seeking long-term capital growth in a Canadian equity holding and are comfortable with the risks associated with equity investments. Investors should consider this Fund if they can accept some variability of returns and if they have a moderate tolerance for risk.
Investment Strategies
The Funds portfolio advisor & sub-advisors are selected by Counsel in its sole discretion. Counsel uses a multi-manager and multi-style approach.
The Mackenzie Cundill Canadian Security Fund pursues long-term capital growth from investments mainly in Canadian equity and fixed income securities. The Cundill investment approach is based on a fundamental value philosophy and the manager invests in all types of securities which are trading below their estimated intrinsic value, while the Synergy Canadian Corporate Class follows a momentum approach and invests in companies that are changing for the better and whose underlying fundamentals are improving more rapidly than the overall stock market. Momentum investment managers typically have a shorter investment horizon than other types of fund managers. They seek to be rewarded by significant upward movements in stock prices that can occur over shorter time periods. Since change is the catalyst, this style tends to generate relatively high portfolio turnover.
Through the combination of these two investment styles, Counsel seeks to enhance future returns and minimize fluctuations in the portfolio due to style risk.
These two investment specialists, excellent on their own, are combined together to complement each others strengths and to minimize risk.
Features and Benefits
· A style neutral approach to Canadian equity investing
· A Canadian equity fund with two leading underlying fund managers, only combination founding the world, each with a strong investment process, and a strong record of risk adjusted returns
· Counsel’s rigorous manager selection and ongoing due diligence process
· The fund is automatically rebalanced towards its optimal mix of investment classes and specialist mandates; this is done in a tax efficient manner.
Counsel Select Canada At-A-Glance
Counsel Select Canada Financial Statement
Counsel Select Canada MRFP
Counsel Select Canada Quarterly Portfolio Disclosure