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Counsel Balanced Portfolio Series I (0P0001033N)

Toronto

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18.794 +0.070 +0.39%

07/11 - Delayed Data. Currency in CAD

Morningstar Rating:
Total Assets: 1.13B

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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Technical Chart

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Rating

1-Year Change13.62%

Prev. Close18.72

Risk Rating

TTM Yield2.69%

ROE20.65%

IssuerCounsel Portfolio Services Inc

Turnover16.35%

ROA8.11%

Inception DateMar 01, 2006

Total Assets1.13B

ExpensesN/A

Min. Investment1,000

Market Cap49.44B

CategoryGlobal Neutral Balanced

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Counsel Balanced Portfolio Series I Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 31

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1115	1025	1214	1134	1380	1861
Fund Return	11.55%	2.46%	21.39%	4.28%	6.65%	6.41%
Place in category	-	-	-	-	-	-
% in Category	-	-	-	-	-	-

Top Other Funds by Counsel Portfolio Services Inc

Name	Total Assets	YTD%	3Y%	10Y%
Counsel Balanced Portfolio Fund Ser	1.13B	11.54	4.28	6.41
Counsel Regular Pay Portfolio I	377.46M	11.08	5.47	5.98
Counsel Regular Pay Portfolio TI	377.46M	11.07	5.46	5.98
Counsel Regular Pay Portfolio D	377.46M	10.30	4.54	4.91
Counsel Managed High Yield Portfoli	27.92M	8.42	4.28	4.72

Top Funds for Global Neutral Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Bal Port Sr T5	58.16B	11.98	3.43	5.81
RBC Sel Bal Port Sr F CAD	58.16B	12.90	4.44	6.85
RBC Sel Bal Port Sr A CDA	58.16B	11.98	3.42	5.80
Fidelity Global Balanced Portfol B	16.68B	14.67	4.81	6.34
Fidelity Global Balanced Portf F5	16.68B	15.77	6.00	7.55

Top Holdings

Name	ISIN	Weight %	Last	Change %
Counsel Fixed Income Sr O	-	34.55	-	-
IPC Multi-Factor US Equity O	-	13.79	-	-
Counsel US Growth Equity O	-	8.27	-	-
Counsel Global Small Cap Sr A	-	6.75	-	-
IPC Multi-Factor International Equity O	-	6.28	-	-

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 .	18.794	+0.070	+0.39%