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Counsel Balanced Portfolio Series I (0P0001033N)

Toronto

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19.076 -0.010 -0.04%

31/01 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 1.13B

Type: Fund

Market: Canada

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 Change12.33%

Prev. Close19.084

Risk Rating

TTM Yield2.75%

ROE22.09%

IssuerN/A

Turnover18.85%

ROA9.38%

Inception DateMar 01, 2006

Total Assets1.13B

ExpensesN/A

Min. Investment500

Market Cap58.81B

CategoryGlobal Neutral Balanced

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1145	1024	1145	1131	1389	1885
Fund Return	14.51%	2.35%	14.51%	4.19%	6.8%	6.55%
Place in category	500	451	500	481	222	142
% in Category	33	29	33	37	20	21

Top Other Funds by Counsel Portfolio Services Inc

Name	Total Assets	YTD%	3Y%	10Y%
Counsel Balanced Portfolio Fund Ser	1.13B	14.51	4.19	6.55
Counsel Regular Pay Portfolio I	374.11M	12.77	4.98	6.01
Counsel Regular Pay Portfolio TI	374.11M	12.77	4.98	6.01
Counsel Regular Pay Portfolio D	374.11M	11.83	4.08	4.94
Counsel Managed High Yield Portfoli	28.19M	9.92	3.69	4.86

Top Funds for Global Neutral Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Bal Port Sr T5	59.98B	13.96	3.19	5.80
RBC Sel Bal Port Sr F CAD	59.98B	15.08	4.20	6.84
RBC Sel Bal Port Sr A CDA	59.98B	13.95	3.19	5.80
Fidelity Global Balanced Portf F5	17.59B	19.09	6.49	7.62
Fidelity Global Balanced Portf F8	17.59B	19.08	6.48	7.61

Top Holdings

Name	ISIN	Weight %	Last	Change %
Counsel Fixed Income Sr O	-	34.81	-	-
Counsel US Growth Equity O	-	14.24	-	-
Counsel Multi-Factor US Equity O	-	13.92	-	-
Counsel International Growth Sr O	-	7.58	-	-
Counsel Multi-Factor International Eq O	-	7.56	-	-

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 .	19.076	-0.010	-0.04%