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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1115 | 1025 | 1214 | 1134 | 1380 | 1861 |
Fund Return | 11.55% | 2.46% | 21.39% | 4.28% | 6.65% | 6.41% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Counsel Balanced Portfolio Fund Ser | 1.13B | 11.54 | 4.28 | 6.41 | ||
Counsel Regular Pay Portfolio I | 377.46M | 11.08 | 5.47 | 5.98 | ||
Counsel Regular Pay Portfolio TI | 377.46M | 11.07 | 5.46 | 5.98 | ||
Counsel Regular Pay Portfolio D | 377.46M | 10.30 | 4.54 | 4.91 | ||
Counsel Managed High Yield Portfoli | 27.92M | 8.42 | 4.28 | 4.72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Bal Port Sr T5 | 58.16B | 11.98 | 3.43 | 5.81 | ||
RBC Sel Bal Port Sr F CAD | 58.16B | 12.90 | 4.44 | 6.85 | ||
RBC Sel Bal Port Sr A CDA | 58.16B | 11.98 | 3.42 | 5.80 | ||
Fidelity Global Balanced Portf F5 | 16.68B | 15.77 | 6.00 | 7.55 | ||
Fidelity Global Balanced Portf F8 | 16.68B | 15.76 | 5.99 | 7.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Counsel Fixed Income Sr O | - | 34.55 | - | - | |
IPC Multi-Factor US Equity O | - | 13.79 | - | - | |
Counsel US Growth Equity O | - | 8.27 | - | - | |
Counsel Global Small Cap Sr A | - | 6.75 | - | - | |
IPC Multi-Factor International Equity O | - | 6.28 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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