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Counsel Balanced Portfolio Series I (0P0001033N)

Toronto

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18.720 +0.060 +0.33%

22/11 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 1.13B

Type: Fund

Market: Canada

Issuer: Counsel Portfolio Services Inc

Asset Class: Other

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0P0001033N Overview

Find basic information about the Counsel Balanced Portfolio Series I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0001033N MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: )

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Rating

1-Year Change11.34%

Prev. Close18.659

Risk Rating

TTM Yield2.69%

ROE20.65%

IssuerCounsel Portfolio Services Inc

Turnover16.35%

ROA8.11%

Inception DateMar 01, 2006

Total Assets1.13B

ExpensesN/A

Min. Investment1,000

Market Cap49.44B

CategoryGlobal Neutral Balanced

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Market is currently closed. Voting is open during market hours.

Performance

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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	646	395	475	446	253	153
% in Category	44	27	34	36	23	24

Top Other Funds by Counsel Portfolio Services Inc

Name	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

Top Funds for Global Neutral Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Bal Port Sr T5	58.41B	11.98	3.43	5.81
RBC Sel Bal Port Sr F CAD	58.41B	12.90	4.44	6.85
RBC Sel Bal Port Sr A CDA	58.41B	11.98	3.42	5.80
Fidelity Global Balanced Portf F5	16.87B	15.77	6.00	7.55
Fidelity Global Balanced Portf F8	16.87B	15.76	5.99	7.54

Top Holdings

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	-	-

Technical Summary

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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Recent Quotes

	Name	Price	Chg.	Chg. %
	Counsel Balanced .	18.720	+0.060	+0.33%