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Fund Reporting Table

Financial
Statements
Management Report of Fund
Performance
Quarterly
Portfolio Disclosure
Fund Name
Annual
Mar. 31, 2021
Semi-Annual
Sept. 30, 2021
Annual
Mar. 31, 2021
Semi-Annual
Sept. 30, 2021
2nd Quarter
Jun. 30, 2021
4th Quarter
Dec. 31, 2020
Counsel Retirement Portfolios
Retirement Accumulation Portfolio
Retirement Foundation Portfolio
Retirement Preservation Portfolio
Counsel Strategic Portfolios
All Equity Portfolio
Balanced Portfolio
Conservative Portfolio
Growth Portfolio
Counsel Portfolio Components
Canadian Core Fixed Income
Canadian Dividend
Canadian Growth
Canadian Value
Defensive Global Equity
Fixed Income
Global Dividend
Global Fixed Income
Global Low Volatility Equity
Global Real Estate
Global Small Cap
Global Trend Strategy
High Yield Fixed Income
Income Trend Strategy
International Growth
International Value
IPC Canadian Equity
N/A
N/A
N/A
N/A
IPC Multi Factor Canadian Equity
IPC Multi Factor International Equity
IPC Multi-Factor U.S. Equity
Money Market
North American High Yield Bond
Short Term Bond
U.S. Growth
U.S. Value
IPC Private Wealth
IPC Private Wealth Visio Core Fixed Income
IPC Private Wealth Visio North American Equity
IPC Private Wealth Visio North American Equity High Income
N/A
N/A
N/A
N/A

Fund Reporting Contents

Independent Review Committee Report

All mutual fund companies in Canada must maintain an independent committee to advise investors about conflicts of interest that can arise from mutual fund management. Counsel Portfolio Services Independent Review Committee has published the following annual reports.

Download Report [English] [French]


 

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