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Counsel Monthly Income Portfolio Series It (0P0000Y64E)

Toronto

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5.833 +0.010 +0.24%

27/11 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 377.46M

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Counsel Monthly Income Portfolio Series It Overview

On this page you'll find an in-depth profile of Counsel Monthly Income Portfolio Series It. Learn about the key management, total assets, investment strategy and contact information of 0P0000Y64E among other information.

Investment Strategy

The Fund seeks to provide a regular stream of income with the potential for modest, long-term capital growth. The Fund invests, either directly or through securities of other mutual funds, primarily in Canadian and U.S. higher-yielding fixed-income securities, income trusts, convertible securities, mortgage-backed securities and money market instruments. The Fund also invests in Canadian and foreign common and preferred equity securities. The Fund invests up to 100% of its assets in securities of other mutual funds using strategic asset allocation as its principal investment strategy. The Fund’s asset class weightings will generally be 45%-65% in equity securities and 35%-55% in fixed income securities.

Contact Information

Address Suite 700
Mississauga,ON L4W 5L6
Canada

Phone 905.625.9885

Fax 905.625.6184

Web www.counselservices.com

Top Executives

Name	Title	Since	Until
Paul Punzo	Portfolio Manager	2021	Now
Biography	Joined the firm in 2011. Formerly with Northern Trust Global Advisors as a Senior Associate Program Manager where he was responsible for the construction of customized multi-manager portfolios for high net worth clients, program management and manager due diligence. Previously at ScotiaMcLeod as a Senior Analyst/Associate Portfolio Manager in the managed assets group.
Corrado Tiralongo	Chief Investment Officer	2021	Now
Kody Knieriem	Portfolio Manager	2021	Now
Vincent Chan	Portfolio Manager	2021	Now
Varun Sood	Portfolio Manager	2021	Now
Jana Sehnalova	Portfolio Manager	2009	2014
Biography	Jana Sehnalova is an Executive Director and Global Portfolio Manager with ten years of real estate and equities experience at Forum Securities office in London.
Daniel Pine	Managing Director	2009	2014
Biography	Dan Pine is a Managing Director and the Head of Forum Securities office in Greenwich. He has day-to-day responsibility for all portfolio decisions across Forum Securities strategies. Mr. Pine has a history of successful real estate securities investing and over 27 years of investment experience.
Jackson Loomis	Senior Vice President	2012	2013
Samuel Sahn	Portfolio Manager	2009	2012
Biography	Samuel Sahn joined Hazelview in March 2012 as Executive Director, Portfolio Management/Research, Global Real Estate Securities. Mr. Sahn is based out of our New York office and is responsible for co-managing Hazelview’s global real estate securities strategies and underwriting, researching and providing formal investment recommendations on the U.S. REIT component of global real estate portfolios. Mr. Sahn has over 14 years of experience in real estate securities and financial services.
Jim Hall	CIO (Chief Investment Officer)	2010	2011
Biography	Jim Hall is President and lead manager of the EAFE Large Cap Strategy at Mawer Investment Management Ltd., which he joined in 1997. Previously, Mr. Hall served as co-manager for the Mawer Canadian Equity Strategy from 1999-2020, the Mawer Global Equity Strategy from 2009-2020, the Mawer International Equity Strategy from 2010-2016, and as Chief Investment Officer from 2004-2018. He is a member of Mawer's Executive Team, which drives the development and execution of the firm’s strategic plans, and a member of the Board of Directors, which he first joined in 2000 and chaired from 2008 until 2023

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Counsel Regular P.	5.833	+0.010	+0.24%