Fund Facts

The Fund Facts documents highlight key information about our mutual funds, including holdings, performance, risk, and the costs of buying and owning a fund.

  • Counsel Strategic Portfolios

    Counsel Conservative Portfolio
    Series: A   F   I   T   

    Counsel Balanced Portfolio
    Series: A   F   I   T   

    Counsel Growth Portfolio
    Series: A   F   I   T   

    Counsel All Equity Portfolio
    Series: A   F   I   

  • Counsel Portfolio Components

    Counsel Money Market
    Series: A   C   F   I   

    Counsel High Interest Savings Fund
    Series: A   C   F   I   

    Counsel Short Term Bond
    Series: A   F   I   

    Counsel Fixed Income
    Series: A   F   I   

    Counsel High Yield Fixed Income
    Series: A   F   I   

    Counsel Canadian Dividend
    Series: A   F   I   

    Counsel Canadian Value
    Series: A   F   I   

    Counsel Canadian Growth
    Series: A   F   I   

    Counsel U.S. Growth
    Series: A   F   I   

    Counsel U.S. Growth Equity
    Series: A   F   I   

    Counsel International Growth
    Series: A   F   I   

    Counsel Global Dividend
    Series: A   F   I   

    Counsel Global Real Estate
    Series: A   F   I   

    Counsel Global Small Cap
    Series: A   F   I   

  • Counsel ETF Portfolios (formerly, Counsel Essentials Portfolios)

    Counsel Income ETF Portfolio
    Series: A   FT   F   IT   I   T   

    Counsel Conservative ETF Portfolio
    Series: A   F   I   

    Counsel Balanced ETF Portfolio
    Series: A   F   I   

    Counsel Growth ETF Portfolio
    Series: A   F   I   

  • Counsel Focus Portfolios

    Counsel Focus Conservative Portfolio
    Series: A   F   I   

    Counsel Focus Balanced Portfolio
    Series: A   F   I   

    Counsel Focus Growth Portfolio
    Series: A   F   I   

    Counsel Focus Equity Portfolio
    Series: A   F   I   

  • Counsel Income Portfolios

    Counsel Global Income & Growth Portfolio
    Series: A   FT   F   IT   I   T   

    Counsel Monthly Income Portfolio
    Series: A   B   FT   F   IB   IT   I   FB   T   

  • Counsel Visio Pools (formerly, IPC Private Wealth Visio Pools )

    Counsel Visio Income Pool (formerly, IPC Private Wealth Visio Income Pool)
    Series: A   F   I   

    Counsel Visio Balanced Income Pool (formerly, IPC Private Wealth Visio Balanced Income Pool)
    Series: A   FT   F   IT   I   T   

    Counsel Visio Balanced Pool (formerly, IPC Private Wealth Visio Balanced Pool)
    Series: A   F   I   

    Counsel Visio Global Opportunities Balanced Pool (formerly, IPC Private Wealth Visio Global Opportunities Balanced Pool)
    Series: A   F   I   

    Counsel Visio Global Advantage Balanced Pool (formerly, IPC Private Wealth Visio Global Advantage Balanced Pool)
    Series: A   F   I   

    Counsel Visio Balanced Growth Pool (formerly, IPC Private Wealth Visio Balanced Growth Pool)
    Series: A   F   I   

    Counsel Visio Growth Pool (formerly, IPC Private Wealth Visio Growth Pool)
    Series: A   F   I   

  • Counsel Alternative Mutual Funds

    Counsel Enhanced Global Equity

    Series: O