Growth
Counsel Growth Portfolio seeks to achieve long term capital growth within a moderate level of investment risk. The Fund invests in securities of a variety of Canadian, U.S. and international equity and fixed income mutual funds.
Investors should consider this Fund if they want exposure to Canadian, U.S. and international equity and fixed income securities and are investing for long term capital appreciation and can accept some variability of returns and have a moderate tolerance for risk.
Investment Strategies
To achieve its investment objective, the Fund will invest up to 100% of its assets in securities of other mutual funds using strategic asset allocation as its principle investment strategy. The Fund’s asset class weightings will generally be 15-30% in fixed income securities and 70-85% in equity securities.
Underlying Funds:
Counsel Fixed Income seeks to achieve a moderate 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.
Counsel Select America is to seek long-term growth of capital. The Fund will invest primarily in equities of U.S. companies, however Counsel Select America may also invest in U.S. fixed income securities and international equity and fixed income securities depending upon prevailing market conditions.
Mawer World Investment Fund seeks long-term growth of capital through the investment in primarily international equity securities. As the growth manager the Mawer investment team selects good companies exhibiting attractive valuations and investment characteristics.
Brandes International Equity Fund seeks long-term growth of capital through the investment in primarily international equity securities. As a value manager the Brandes investment team applies a value approach to stock selection.
Mackenzie Cundill Canadian Security Fund seeks long-term growth of capital through the investment in primarily Canadian equity securities. As the Canadian equity value specialist, manages a portfolio of equities using an investment approach that is based on a fundamental value philosophy and the manager invests in all types of securities which are trading below their estimated intrinsic value.
Synergy Canadian Corporate Class seeks long-term growth of capital through the investment in primarily Canadian equity securities. As the Canadian equity growth specialist, 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.
Counsel Select Small Cap seeks long-term growth of capital by investing primarily in global small cap equity securities. Counsel Select Small Cap may also invest in mutual fund securities, equities and fixed income securities of issuers located anywhere in the world depending upon prevailing market conditions.
Features and Benefits
· Exposure to multiple underlying fund managers, each with a strong investment process, and a strong record of risk adjusted returns
· Proper diversification created through the optimal combination of equity, fixed income, geographic exposure, capitalization ranges and investment management style
· Independent asset allocation advice through an investment consulting firm independent retained by Counsel, to provide asset class and capital market inputs to Counsel for use in its analysis.
· Counsel’s rigorous manager selection and ongoing due diligence process
· The portfolio is automatically rebalanced towards its optimal mix of investment classes and specialist mandates; this is done in a tax efficient manner
· Single consolidated semi annual investment reports are provided to investors
· Clear and concise reporting and communications
Counsel Growth Portfolio At-A-Glance
Counsel Growth Portfolio Brochure
Counsel Growth Portfolio Financial Statement
Counsel Growth Portfolio MRFP
Counsel Growth Portfolio Quarterly Portfolio Disclosure