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Counsel Conservative Income Portfolio Series I (0P0000WU0E)

Toronto

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10.216 +0.040 +0.43%

07/11 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 27.92M

Type: Fund

Market: Canada

Issuer: Counsel Portfolio Services Inc

Asset Class: Other

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0P0000WU0E Overview

On this page you'll find an in-depth profile of Counsel Conservative Income Portfolio Series I. Learn about the key management, total assets, investment strategy and contact information of 0P0000WU0E among other information.

Investment Strategy

The Fund seeks to provide regular income with the potential for long-term capital growth. The Fund will invest either directly, or through securities of other mutual funds, primarily in Canadian, U.S. and international fixed-income securities and equity and equity-like securities that are expected to produce income. The Fund invests up to 100% of its assets in securities of other mutual funds using a strategic asset allocation as its principal investment strategy. The Fund’s asset class weightings will generally be 20%-40% in equity securities and 60%-80% in fixed income securities.

Contact Information

Address Suite 700
Mississauga,ON L4W 5L6
Canada

Phone 905.625.9885

Fax 905.625.6184

Web www.counselservices.com

Top Executives

Name	Title	Since	Until
Paul Punzo	Portfolio Manager	2021	Now
Biography	Joined the firm in 2011. Formerly with Northern Trust Global Advisors as a Senior Associate Program Manager where he was responsible for the construction of customized multi-manager portfolios for high net worth clients, program management and manager due diligence. Previously at ScotiaMcLeod as a Senior Analyst/Associate Portfolio Manager in the managed assets group.
Corrado Tiralongo	Chief Investment Officer	2021	Now
Kody Knieriem	Portfolio Manager	2021	Now
Vincent Chan	Portfolio Manager	2021	Now
Varun Sood	Portfolio Manager	2021	Now
Jana Sehnalova	Portfolio Manager	2012	2014
Biography	Jana Sehnalova is an Executive Director and Global Portfolio Manager with ten years of real estate and equities experience at Forum Securities office in London.
Daniel Pine	Managing Director	2012	2014
Biography	Dan Pine is a Managing Director and the Head of Forum Securities office in Greenwich. He has day-to-day responsibility for all portfolio decisions across Forum Securities strategies. Mr. Pine has a history of successful real estate securities investing and over 27 years of investment experience.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Counsel Managed H.	10.216	+0.040	+0.43%