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Counsel Balanced Portfolio Series I (0P0001033N)

Toronto

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18.396 +0.160 +0.87%

14/03 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 1.15B

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.

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Rating

1-Year Change6.4%

Prev. Close18.238

Risk Rating

TTM Yield2.74%

ROE20.97%

IssuerCounsel Portfolio Services Inc

Turnover18.85%

ROA9.08%

Inception DateMar 01, 2006

Total Assets1.15B

ExpensesN/A

Min. Investment500

Market Cap59.56B

CategoryGlobal Neutral Balanced

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1027	1018	1147	1235	1464	1801
Fund Return	2.72%	1.77%	14.75%	7.28%	7.92%	6.06%
Place in category	762	617	402	326	215	147
% in Category	44	39	27	27	20	21

Top Other Funds by Counsel Portfolio Services Inc

Name	Total Assets	YTD%	3Y%	10Y%
Counsel Balanced Portfolio Fund Ser	1.15B	2.72	7.28	6.06
Counsel Regular Pay Portfolio D	378.94M	2.89	5.81	4.72
Counsel Regular Pay Portfolio I	378.94M	3.02	6.71	5.78
Counsel Regular Pay Portfolio TI	378.94M	3.02	6.71	5.77
Counsel Managed High Yield Portfoli	29.1M	2.90	5.43	4.62

Top Funds for Global Neutral Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Bal Port Sr T5	59.34B	2.39	5.97	5.36
RBC Sel Bal Port Sr F CAD	59.34B	2.56	7.00	6.39
RBC Sel Bal Port Sr A CDA	59.34B	2.39	5.97	5.35
Fidelity Global Balanced Portf F5	18.55B	3.09	9.40	7.04
Fidelity Global Balanced Portf F8	18.55B	3.09	9.40	7.04

Top Holdings

Name	ISIN	Weight %	Last	Change %
Counsel Fixed Income Sr O	-	34.65	-	-
Counsel Multi-Factor US Equity O	-	13.89	-	-
Counsel US Growth Equity O	-	13.07	-	-
Counsel Multi-Factor International Eq O	-	7.59	-	-
Counsel Global Small Cap Sr O	-	7.03	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Neutral	Buy
Technical Indicators	Strong Sell	Strong Sell	Strong Buy
Summary	Strong Sell	Sell	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Counsel Balanced .	18.396	+0.160	+0.87%