(As of 9/30/2025)

Counsel Multi-Factor International Equity Series P

(International Equity)
Inception Return
(10/30/2019)
8.07 %
YTD Return 19.89 %
NAVPS
(11/5/2025)
$13.22
Change $0.03 / 0.22 %
Growth of $10,000 (As of September 30, 2025)
MER 0.17 %
Assets ($mil) $184.27
Rank (1Yr) -
Std Dev (3Yr) -
Volatility Ranking (3Yr) 5/10
RRSP Eligibility Yes
Load Choice of Front or No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
IPC Multi-Factor International Equity seeks to achieve long-term capital growth by primarily investing, directly or indirectly, in international equity securities using a multi-factor investment approach. The fundamental investment objective of IPC Multi-Factor International Equity cannot be changed without obtaining prior approval of Securityholders at a meeting called for that purpose.
Fund Manager

Canada Life Investment Management Ltd.

Portfolio Manager

Mackenzie Financial Corporation

Sub-Advisor

Mackenzie Financial Corporation

 
Asset Allocation
(As of July 31, 2025)
Sector Allocation
(As of July 31, 2025)
Geographic Allocation
(As of July 31, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
Danone SAInternational EquityConsumer GoodsEuropean Union0.93%
Aeon Co LtdInternational EquityConsumer ServicesJapan0.72%
Wolters Kluwer NV Cl CInternational EquityIndustrial ServicesEuropean Union0.72%
TotalEnergies SEInternational EquityEnergyEuropean Union0.69%
Novartis AG Cl NInternational EquityHealthcareOther European0.68%
Koninklijke Ahold Delhaize NVInternational EquityConsumer ServicesEuropean Union0.68%
Reckitt Benckiser Group PLCInternational EquityConsumer GoodsEuropean Union0.62%
Kerry Group PLCInternational EquityConsumer GoodsEuropean Union0.59%
Engie SAInternational EquityUtilitiesEuropean Union0.58%
Haleon PLCInternational EquityHealthcareEuropean Union0.58%

Performance Data (As of September 30, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.12 4.93 11.54 19.89 17.79 20.84 10.94 -   
Benchmark 3.56 7.54 15.50 22.63 19.56 22.20 11.46 8.57
Quartile Ranking 4 3 2 2 2 2 2 -

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 12.66 14.30 -10.47 10.56 2.60 -      -      -      -      -     
Benchmark 11.18 15.74 -10.67 8.97 8.01 16.27 -6.81 18.37 -1.70 19.41
Quartile Ranking 2 2 2 2 3 - - - - -

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