News

Returns as at June 30, 2010

	Fund	Group Avg	Index*
1 Month	-3.09%	-2.27%	-2.06%
3 Months	-8.50%	-8.65%	-8.62%
6 Months	-6.16%	-7.93%	-8.35%
1 Year	10.07%	3.75%	1.06%
2 Year Avg	-4.83%	-9.58%	-9.51%
3 Year Avg	-9.24%	-11.29%	-11.02%
4 Year Avg	-3.69%	-4.98%	-4.43%
5 Year Avg	-1.75%	-2.60%	-2.26%
10 Year Avg	-	-3.14%	-3.78%
15 Year Avg	-	2.48%	3.36%
20 Year Avg	-	4.17%	5.30%
Since Inception	-0.95%	-	-
2009	22.93%	18.08%	11.78%
2008	-30.03%	-30.81%	-26.05%
2007	-8.00%	-3.70%	-7.10%
3 year risk	16.34	17.49	15.42
3 year beta	0.99	0.98	1.00

*MSCI World ($ Cdn)

Growth of $10,000

Compare vs. benchmark: Select a benchmark MSCI World ($ Cdn) 1-Year Average GIC Index 5-Year Average GIC Index 91 Day Treasury Bill Index AMEX Composite AMEX Composite ($ Cdn) BMO Nesbitt Burns Cdn Small Cap Index Barclays Capital Govt/Corp Blend: 40% MSCI World, 60% Barclays Cap Blend: 60% MSCI World, 40% Barclays Cap Blend: TSX - 50% Gold, 50% Metal/Mining CPI - All Items Canada Savings Bonds Index Citigroup World Government Bond Index DJ Wilshire 5000 DJIA Total Return DJIA Total Return ($ Cdn) Dow Jones Global Titans 50 ($ CA) Dow Jones Industrial Average Dow Jones Industrial Average ($ Cdn) Dow Jones United Kingdom FT-SE 100 Price Index Fixed Rate Index - 1% Fixed Rate Index - 2% Fixed Rate Index - 3% Fixed Rate Index - 4% Fixed Rate Index - 5% Fixed Rate Index - 6% Fixed Rate Index - 7% Fixed Rate Index - 8% Fixed Rate Index - 9% Fixed Rate Index -10% Fixed Rate Index -10.5% Fixed Rate Index -11% Fixed Rate Index -11.5% Fixed Rate Index -12% Fixed Rate Index -12.5% Fixed Rate Index -13% Fixed Rate Index -14% Fixed Rate Index -15% France - CAC 40 Price Index G7 Index Globe 2010 Target Date Port Peer Index Globe 2015 Target Date Port Peer Index Globe 2020 Target Date Port Peer Index Globe 2020+ Target Date Port Peer Index Globe Alternative Strategies Peer Index Globe Asia Pacific Equity Peer Index Globe Asia ex-Japan Equity Peer Index Globe Canadian Eqt Balanced Peer Index Globe Canadian Equity Peer Index Globe Canadian Fixed Income Peer Index Globe Canadian Focused Equity Peer Index Globe Canadian Money Market Peer Index Globe Cd Inflat Protected Fixed Peer Idx Globe Cdn Dividend and Income Peer Index Globe Cdn Fixed Inc Balanced Peer Index Globe Cdn Focused Small/Mid Peer Index Globe Cdn Income Trusts Peer Index Globe Cdn Long Term Fixed Inc Peer Index Globe Cdn Neutral Balanced Peer Index Globe Cdn Short Tm Fixed Inc Peer Index Globe Cdn Small or Mid Cap Eqt Peer Indx Globe Emerging Markets Equity Peer Index Globe European Equity Peer Index Globe Financial Services Peer Index Globe Fixed Income Peer Index Globe Global Equity Balanced Peer Index Globe Global Equity Peer Index Globe Global Fixed Income Bal Peer Index Globe Global Neutral Balanced Peer Index Globe Global Small/Mid Cap Eqt Peer Indx Globe Greater China Peer Index Globe Health Care Peer Index Globe High Yield Fixed Income Peer Index Globe International Equity Peer Index Globe Japanese Equity Peer Index Globe Miscellaneous Peer Index Globe Natural Resources Peer Index Globe North American Equity Peer Index Globe Precious Metals Peer Index Globe Real Estate Peer Index Globe Retail Venture Capital Peer Index Globe Science and Technology Peer Index Globe Tactical Balanced Peer Index Globe U.S. Equity Peer Index Globe U.S. Money Market Peer Index Globe US Small or Mid Cap Eqt Peer Idx Gold: London PM ($ Cdn) Gold: London PM ($US) HANG SENG Stock Index HANG SENG Total Return Index Italy - Milan General Price Index MSCI EAFE MSCI EAFE ($ Cdn) MSCI Emerging Markets Free ($ Cdn) MSCI Europe ($ Cdn) MSCI Far East ($ Cdn) MSCI Japan ($ Cdn) MSCI Latin American ($ Cdn) MSCI North America Index ($ Cdn) MSCI Pacific, ex-Japan ($ Cdn) MSCI World Mexico IPC (BOLSA) Price Index NASDAQ Composite NASDAQ Composite ($ Cdn) NASDAQ Computer Index NASDAQ-100 NASDAQ-100 ($ Cdn) NIKKEI 225 Price Index NIKKEI 225 Total Return Index ($ Cdn) NYSE Composite NYSE Composite ($ Cdn) Russell 1000 Russell 1000 ($ Cdn) Russell 2000 Russell 2000 ($ Cdn) Russell 2500 ($Cdn) Russell 3000 Russell 3000 ($ Cdn) S & P 300 Industrials S & P 300 Industrials ($ Cdn) S&P 500 Composite S&P 500 Composite ($ Cdn) S&P 500 Composite Total Return S&P 500 Composite Total Return Idx($Cdn) S&P Mid Cap 400 S&P Mid Cap 400 ($ Cdn) S&P/TSX 60 Index S&P/TSX 60 Shariah S&P/TSX 60 Total Return Index S&P/TSX Capped Cons Discretionary S&P/TSX Capped Cons Staples S&P/TSX Capped Divers Metals & Mining S&P/TSX Capped Energy S&P/TSX Capped Financials S&P/TSX Capped Health Care S&P/TSX Capped Income Trust S&P/TSX Capped Income Trust Total Return S&P/TSX Capped Industrials S&P/TSX Capped Info Tech S&P/TSX Capped Materials S&P/TSX Capped Real Estate Index S&P/TSX Capped Telecom Services S&P/TSX Capped Utilities S&P/TSX Completion S&P/TSX Completion Total Return S&P/TSX Composite Index S&P/TSX Global Gold S&P/TSX Global Mining S&P/TSX Preferred Share S&P/TSX Small Cap S&P/TSX Small Cap Total Return S&P/TSX Total Return S&P/TSX Venture Composite Salomon Corp Bonds - US Salomon Corp Bonds - US ($ Cdn) U.S. 30-Day Treasury Bills U.S. 30-Day Treasury Bills ($ Cdn) U.S. 91-Day Treasury Bills US 30-Day Money Market Yield Index US 30-Day Money Market Yield Index($Cdn) Wilshire 5000 ($ Cdn) Time period: Start date

Start Month: JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember Start Year: 200220032004200520062007200820092010

End date

End Month: JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember End Year: 201020092008200720062005200420032002

Risk Measures as at June 30, 2010

Best/Worst 12 months (since inception)

Best (ending Feb 10):	40.41
Worst (ending Feb 09):	-33.77

Volatility meter (Based on 3 year standard deviation from Globefund.com)

Low  High

Fund Objectives

The portfolio seeks to achieve long term capital appreciation by investing in certain Canadian, U.S. and international equity mutual funds.

Fund Facts

Fund Sponsor:	Counsel Portfolio Services
Managed by:	Counsel Portfolio Services
Fund Type:	MF Trust
Inception Date:	January 2002
Asset Class:	Global Equity
Quartile Rank:	2 (3YR ending June 30, 2010)
Total Assets:	$23.6 million
Mgmt Exp. Ratio (MER):	2.96%
Management Fee:	2.70%
Load Type:	Optional

Globe 5-Star Rating:

RRSP Eligible:

Canadian

Min. Invest (initial):

$1,000

Subsequent:

$100

Min. Invest (initial RRSP):

$1,000

Subsequent RRSP:

$100

Closed:

No

Restricted:

Yes

Restriction:

Not Available in PQ

 

 

Top Holdings as at April 30, 2010

1 wk 1 mo 3 mo 6 mo ytd 1 yr 3 yr

Portfolio Manager(s)

Robert Tattersall, CFA, MBA, MA

Howson Tattersall Investment Counsel Ltd.

Start Date: January, 2009

Fund Return: 8.40%

Robert (Bob) Tattersall is Executive Vice-President of Howson Tattersall. He holds an M.A. from St. John's College, Cambridge and an MBA from Ohio State University. Bob holds the Chartered Financial Analyst designation and is a recognized expert on small cap stocks in Canada. Over an investment career spanning over 30 years, he has been a senior research analyst and a portfolio manager. He lectures on investments for pension funds at Humber College and has written numerous articles for professional journals. Bob joined Howson Tattersall in 1985, after a career at Confederation Life and Bolton Tremblay. Bob's responsibilities include Canadian small cap equities as well as international equities.

Also manages:Astra Howson Tattersall Global Equ, Astra Howson Tattersall Small Cap, Counsel Balanced Portfolio-A, Counsel Conservative Portfolio-A, Counsel Global Small Cap-A, Counsel Growth Portfolio-A, Counsel Managed Portfolio-A, Counsel World Managed Portfolio-A, Mackenzie Saxon Glo Small Cap Fd-SI, Mackenzie Saxon Int Equity Fund-SI, Mackenzie Saxon Microcap Fund-SI, Mackenzie Saxon Small Cap-SI, Mackenzie Saxon U.S. Equity Fund-SI, Mackenzie Saxon U.S. Small Cp Fd-SI, Mackenzie Saxon World Fund-SI, Symmetry Equity Class

View fund manager performance report

Kim Shannon, CFA, MBA

Sionna Investment Managers Inc.

Start Date: January, 2009

Fund Return: 8.40%

Kim founded Sionna in the summer of 2002, and has 25 years of investment management experience. She was previously Chief Investment Officer and Senior Vice President at Merrill Lynch Investment Managers, Canada. Kim is a past President of the Toronto CFA Society and is currently on the Boards of the Canadian Coalition for Good Governance, the Accounting Standards Oversight Committee, and the CFA Institute's Financial Analysts Seminar. Kim was awarded the Morningstar Fund Manager of the Year for 2005. She was also awarded the RBC Canadian Woman Entrepreneur Award and the WXN�s Canada�s Most Powerful Women Top 100 Award in 2007.

Also manages:Counsel Balanced Portfolio-A, Counsel Canadian Value A, Counsel Conservative Portfolio-A, Counsel Growth Portfolio-A, Quadrus Sionna Cdn Value Class

View fund manager performance report

Daniel Geber

GLG Inc.

Start Date: January, 2009

Fund Return: 8.40%

Also manages:Counsel Balanced Portfolio-A, Counsel Conservative Portfolio-A, Counsel Global Small Cap-A, Counsel Growth Portfolio-A, Counsel World Managed Portfolio-A

View fund manager performance report

Corrado Russo, CFA, MBA

Forum Partners Europe (UK), LLP

Start Date: January, 2009

Fund Return: 8.40%

Corrado Russo is Vice President at Citigroup Property Investors, where he is the Portfolio Manager for the Global Real Estate Securities Fund as well as the US REIT Fund. Mr. Russo has an extensive background in the investment management field, having held positions in portfolio management, equity research and direct real estate investments. Prior to joining Citigroup, Mr. Russo was the lead portfolio manager for the Empire Dividend Growth Fund. He has also held positions with the OTTPB, where he was responsible for direct real estate acquisitions. Mr. Russo's capital markets experience stems from equity research positions at BMO Nesbitt Burns and Investors Group. Corrado Russo has his Master in Business Administration from the Schulich School of Business at York University and holds the Chartered Financial Analyst designation.

Also manages:Counsel Balanced Portfolio-A, Counsel Conservative Portfolio-A, Counsel Global Real Estate A, Counsel Growth Portfolio-A, Counsel Regular Pay Portfolio-A, Counsel World Managed Portfolio-A

View fund manager performance report

Daniel Pine, CFA

Forum Partners Europe (UK), LLP

Start Date: January, 2009

Fund Return: 8.40%

Mr. Pine has a history of successful real estate securities investing and more than 27 years of investment experience. Prior to joining CPI, Mr. Pine was Senior Vice President of Real Estate Research and Portfolio Management at AllianceBernstein for 8 years. He was involved in creating a global REIT platform which operated successfully in retail, private bank and institutional products and public securities and real estate investing. Mr. Pine has also previously worked at Desai Capital Management as Senior Vice President, responsible for the public and private investments in real estate, consumer and health care companies. Mr. Pine is a graduate of the University of Pennsylvania, where he did post-graduate work in evolutionary biology. He holds a C.F.A. designation.

Also manages:Counsel Balanced Portfolio-A, Counsel Conservative Portfolio-A, Counsel Global Real Estate A, Counsel Growth Portfolio-A, Counsel Regular Pay Portfolio-A, Counsel World Managed Portfolio-A

View fund manager performance report

Colum McKinley, CFA

Sionna Investment Managers Inc.

Start Date: January, 2009

Fund Return: 8.40%

Colum has 14 years of industry experience and has managed Canadian small cap and small/mid cap funds with TD Asset Management. He holds a B.A. in Economics from the University of Western Ontario.

Also manages:Counsel Balanced Portfolio-A, Counsel Canadian Value A, Counsel Conservative Portfolio-A, Counsel Growth Portfolio-A

View fund manager performance report

Tom Marsico, MBA

Marsico Capital Management

Start Date: January, 2009

Fund Return: 8.40%

Tom Marsico is one of the industry's leading growth managers Tom has over 18 years of investment experience, and is best known for managing concentrated portfolios such as the Janus Twenty. He spent 9 � years as manager of the Janus Twenty Fund before creating his own concentrated portfolio, the Marsico Focus Fund. His dependable long-term performance is one of the reasons that Marsico Capital Management was named "the fastest growing fund company of all time" by SmartMoney magazine. Tom has attracted over US$14 billion in just over 2 years of starting his own firm.

Also manages:Counsel Balanced Portfolio-A, Counsel Conservative Portfolio-A, Counsel Growth Portfolio-A, Counsel Regular Pay Portfolio-A, Counsel U.S. Growth A

View fund manager performance report

Robert Mikalachki, CFA

Invesco Trimark Ltd.

Start Date: January, 2009

Fund Return: 8.40%

Rob is a vice president and portfolio manager at Invesco Trimark. Rob hails from London, Ontario. He began his career as an analyst at The Loyalty Group. He then worked as a senior associate in the investment banking division of PricewaterhouseCoopers before joining the company in 1999 as a small-caps investment analyst. He became a portfolio manager in 2000. He earned a BBA from Wilfrid Laurier University and is a CFA charterholder.

Also manages:Counsel Balanced Portfolio-A, Counsel Conservative Portfolio-A, Counsel Global Small Cap-A, Counsel Growth Portfolio-A, Counsel World Managed Portfolio-A, Trimark Canadian Small Companies, Trimark Global Small Co Class A, Trimark U.S. Small Companies Class

View fund manager performance report

Teresa Lee, CFA

Sionna Investment Managers Inc.

Start Date: January, 2009

Fund Return: 8.40%

Teresa has 13 years of industry experience and previously managed a small cap value fund with Royal & SunAlliance. She holds a Bachelor of Commerce degree with Honours from the University of British Columbia.

Also manages:Counsel Balanced Portfolio-A, Counsel Canadian Value A, Counsel Conservative Portfolio-A, Counsel Growth Portfolio-A

View fund manager performance report

David K Picton

Picton Mahoney Asset Management

Start Date: January, 2009

Fund Return: 8.40%

David Picton, President of Picton Mahoney, has 17 years of investment experience, including eight years as a top-ranked analyst and head of quantitative research at RBC Dominion Securities. Mr. Picton has managed portfolios for Synergy Asset Management since 1997, including the Synergy Canadian Class. Mr. Picton is a graduate of the University of British Columbia with a Bachelor of Commerce Honours degree. He also received a Leslie Wong Fellowship from UBC's prestigious Portfolio Management Foundation.

Also manages:Counsel Balanced Portfolio-A, Counsel Canadian Growth A, Counsel Conservative Portfolio-A, Counsel Growth Portfolio-A, Picton Mahoney Divers Strategies A, Picton Mahoney Gl Mkts Neutral Eq-A, Picton Mahoney Glo Long Short Equ-A, Picton Mahoney Long Short Equity A, Picton Mahoney Market Neutral Cl A, SW Elite Inst Mg i20/e80 Pt 100/100, SW Elite Inst Mg i30/e70 Pt 100/100, SW Elite Inst Mg i40/e60 Pt 100/100, SW Elite Inst Mg i50/e50 Pt 100/100, SW Elite Inst Mg i60/e40 Pt 100/100, SW Elite Inst Mg i70/e30 Pt 100/100, SW Elite Inst Mg i80/e20 Pt 100/100, SW Elite Inst Mgd e100 Pt 100/100, United Inst'l Mgd Cdn Eq Pool-A, United Inst'l Mgd Int'l Eq Pool-A, United Inst'l Mgd US Eq Pool-A, United Int'l Equity Gwth CC-A, United Int'l Equity Gwth Pool-W

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Ted Chisholm

Invesco Trimark Ltd.

Start Date: January, 2009

Fund Return: 8.40%

Ted is a vice president and portfolio manager at Invesco Trimark. Ted was born in Toronto and grew up in Guelph, Ontario. He began his career in the investment industry in 1991 as a Trimark marketing services representative. He then worked in progressive roles in sales before starting his own business, Coign Technology, in 2000. Prior to rejoining AIM Trimark Investments in 2003 as an investment analyst, he worked as an analyst at Patient Capital Management. He earned a BA from the University of Western Ontario.

Also manages:Counsel Balanced Portfolio-A, Counsel Conservative Portfolio-A, Counsel Global Small Cap-A, Counsel Growth Portfolio-A, Counsel World Managed Portfolio-A, Trimark Canadian Small Companies, Trimark Global Small Co Class A, Trimark U.S. Small Companies Class

View fund manager performance report

Scott Carscallen

Howson Tattersall Investment Counsel Ltd.

Start Date: January, 2009

Fund Return: 8.40%

Scott Carscallen is Portfolio Manager for Howson Tattersall Investment Counsel. Scott holds a Bachelor of Business Administration degree from Wilfred Laurier University and holds the Chartered Financial Analyst designation. Scott joined Howson Tattersall in 1999, where he provides fundamental investment research expertise in Canadian small caps.

Also manages:Astra Howson Tattersall Small Cap, Counsel Balanced Portfolio-A, Counsel Conservative Portfolio-A, Counsel Global Small Cap-A, Counsel Growth Portfolio-A, Counsel Managed Portfolio-A, Counsel World Managed Portfolio-A, Mackenzie Saxon Microcap Fund-SI, Mackenzie Saxon Small Cap-SI, Symmetry Equity Class

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David Dreman

Dreman Value Management

Start Date: January, 2009

Fund Return: 8.40%

Also manages:Counsel Balanced Portfolio-A, Counsel Conservative Portfolio-A, Counsel Growth Portfolio-A, Counsel Regular Pay Portfolio-A, Counsel U.S. Value A, Counsel World Managed Portfolio-A

View fund manager performance report

David Ragan, CFA

Mawer Investment Management Ltd.

Start Date: January, 2009

Fund Return: 8.40%

David Ragan is a Director and Portfolio Manager at Mawer Investment Management Ltd., which he joined in 2004. He is the co-manager for Mawer�s international equity mandates, including the Mawer World investment Fund, and the back-up manager for the Mawer Global Small Cap Fund. Mr. Ragan received his Bachelor of Commerce in 2003 from the University of Calgary and also attended the Wirtschaftsuniversit�t Wien (the Business University of Vienna, Austria). He is a Chartered Financial Analyst charterholder, a member of the CFA Institute and the Calgary CFA Society. Mr. Ragan has been quoted in the financial press and has presented at the University of Alberta.

Also manages:C&MA Foreign Equity, Counsel Balanced Portfolio-A, Counsel Conservative Portfolio-A, Counsel Growth Portfolio-A, Counsel International Growth A, Counsel Managed Portfolio-A, Counsel Regular Pay Portfolio-A, Counsel World Managed Portfolio-A, Manulife GIF 2 Maw World Inv, Manulife Mawer World Investment Cl, Mawer World Investment

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Isma�l Chiadmi, MSc

Montrusco Bolton Inc.

Start Date: January, 2009

Fund Return: 8.40%

Isma�l Chiadmi is head of the quantitative management team. As such, he manages our quantitative funds, carries out econometric and quantitative analysis of financial markets, develops management measures and risk-budgets, and optimizes institutional portfolios. He is a member of the asset mix committee and the alternative investment team. Prior to joining Montrusco Bolton Investments Inc. in 1997, Isma�l worked as an institutional representative and trader for Midland Walwyn Capital on the fixed income side. From 1991 to 1994, he was the investment strategist for the Treasury Department of the Quebec Ministry of Finance. From 1987 to 1991, Isma�l worked for McNeil Mantha inc as chief economist . Isma�l holds a Bachelor's degree in Economics from France's Bordeaux Academy, a Diploma in Economics from the University of Rabat in Morocco as well as a Master's degree in Economics (specialized in econometrics) from the Sherbrooke University.

Also manages:Counsel Balanced Portfolio-A, Counsel Canadian Growth A, Counsel Conservative Portfolio-A, Counsel Growth Portfolio-A, Montrusco Bolton Balanced 'B', Montrusco Bolton Quant EAFE Eq 'B', Montrusco Bolton Quantitative Cd Eq

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Lawrence Chin

Mackenzie Cundill Investment Management Ltd.

Start Date: July, 2009

Fund Return: 12.00%

Lawrence Chin joined the Cundill team in 1999 as an investment analyst. Presently he is Vice President and Portfolio Manager. He was named lead manager of Mackenzie Cundill Canadian Security Fund and Mackenzie Cundill Canadian Balanced Fund in April 2009. Lawrence assumed co-manager responsibility for Mackenzie Cundill American Class on December 31, 2009. He specializes in researching value investment ideas in North America. Lawrence earned a BBA, Finance and Accounting from Simon Fraser University and is a CFA charterholder.

Also manages:Counsel Balanced Portfolio-A, Counsel Conservative Portfolio-A, Counsel Growth Portfolio-A, Counsel International Value A, Counsel Regular Pay Portfolio-A, Mackenzie Cundill American Cl, Mackenzie Cundill Cdn Balanced 'C', Mackenzie Cundill Cdn Sec Cl, Mackenzie Cundill Cdn Security 'A'

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Andrew Massie

Mackenzie Cundill Investment Management Ltd.

Start Date: July, 2009

Fund Return: 12.00%

Andrew Massie joined the Cundill Group of Companies in 1984 and has continued with MCIML upon it's inception in September 2006. He began co-managing the IG Mackenzie Cundill Global Value Fund in 2007.

Also manages:CAN Global Value (M) 75/75, Counsel Balanced Portfolio-A, Counsel Conservative Portfolio-A, Counsel International Value A, Counsel Regular Pay Portfolio-A, IG Mac Cundill Global Value-A, IG Mac Cundill Global Value-Cl A, Mackenzie Cundill Value 'A', Mackenzie Cundill Value 'C', Mackenzie Cundill Value Class

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Clifton Hoover

Dreman Value Management

Start Date: July, 2009

Fund Return: 12.00%

Also manages:Counsel Balanced Portfolio-A, Counsel Conservative Portfolio-A, Counsel Growth Portfolio-A, Counsel Regular Pay Portfolio-A, Counsel World Managed Portfolio-A

View fund manager performance report

Jana Sehnalova

Forum Partners Europe (UK), LLP

Start Date: July, 2009

Fund Return: 12.00%

Also manages:Counsel Balanced Portfolio-A, Counsel Conservative Portfolio-A, Counsel Global Real Estate A, Counsel Growth Portfolio-A, Counsel Regular Pay Portfolio-A, Counsel World Managed Portfolio-A

View fund manager performance report

Jim Hall, CFA, MBA, BA

Mawer Investment Management Ltd.

Start Date: March, 2010

Fund Return: -5.30%

Jim Hall is Chairman of the Board and Director of Research at Mawer Investment Management Ltd., which he joined in 1997. He is the manager of the Mawer Canadian Equity Fund and the Mawer Canadian Equity Institutional Pooled Fund and is also co-manager of the Mawer Global Equity Fund and the Mawer World Investment Fund. As Director of Research, he has broad responsibility for the research and analysis of global equities and fixed income securities. Mr. Hall also serves on the Firm's Management Committee which is responsible for the development and execution of the Firm's strategic plan. Prior to joining Mawer, Mr. Hall was employed by Wood Gundy Inc. in Vancouver from 1994 to 1997. Mr. Hall is a Chartered Financial Analyst charterholder with 16 years of investment experience. He has a Master of Business Administration degree obtained from the University of British Columbia in 1994, and a Bachelor of Economics and Political Science obtained from the University of Toronto in 1990. Mr. Hall is a member of the Calgary CFA Society.

Also manages:C&MA Canadian Equity, Counsel Balanced Portfolio-A, Counsel Conservative Portfolio-A, Counsel Growth Portfolio-A, Counsel International Growth A, Counsel Managed Portfolio-A, Counsel Regular Pay Portfolio-A, Counsel World Managed Portfolio-A, Manulife Mawer Canadian Eqt Class, Manulife Mawer Global Equity Class, Mawer Canadian Equity, Mawer Global Equity, Mawer World Investment

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