Maximum Growth Portfolio   [ PDF Version | Compass Reports ]

Portfolio Manager:

ATB Investment Management Inc.

My Objectives:

“I’m committed to growing my investment to its highest potential and am comfortable with fluctuations in value.”

The Compass Maximum Growth Portfolio will accomplish my objectives by:

Allocating my investment across a diversified portfolio of global equity securities to provide long-term capital appreciation.

The Compass Maximum Growth Portfolio suits me because:

I am seeking to maximize my return potential for the level of risk that I am willing to take. I plan to stay invested for at least seven years. I want professional portfolio managers to evaluate and adjust my investment portfolio to maintain my objectives.

The Compass Maximum Growth Portfolio diversifies my investment by:

• Geographic Region – An optimum mix of Canadian, U.S., and International securities.
  
  
• Market Capitalization – Blend of “large-cap” and “small-cap” company shares.
  
  
• Investment Style – Complementary blends of active and passive investment management styles.
  
  
• Manager – Multiple best-in-class investment managers to add expertise and reduce risk.
  

Underlying Investments:

Underlying investments are objectively selected from leading investment managers, based upon:

1. Proven track records of value-added performance;
2. Solid management processes;
3. High potential to repeat performance while containing risk; and
4. Obtained at a significant cost advantage.

Investment Manager	Underlying Investment	Asset Class	Weighting
Mawer Investment Management	Canadian Equity Fund	CDN Equity	16% - 26%
Barclays Global Investors Canada Ltd.	Daily S&P/TSX Composite Index	CDN Equity
Mawer Investment Management	New Canada Fund	CDN Equity
Kensington Capital Partners Ltd.	Private Equity	CDN Equity
TriWest Capital Management Corp.	Private Equity	CDN Equity
Franklin Templeton Investments	Real Estate Investment Trusts	Alternative	0% - 10%
Franklin Templeton Investments	Mutual Beacon Fund	US Equity	34% - 44%
Barclays Global Investors Canada Ltd.	NonPension US Equity Index Fund	US Equity
Barclays Global Investors, N.A.	iShares Russell 600 Index Fund	US Equity
Mawer Investment Management	World Investment Fund	Int’l Equity	35% - 45%
AIM Funds Management Inc.	Trimark Int’l Companies Fund	Int’l Equity
Barclays Global Investors Canada Ltd.	Daily EAFE Equity Index Fund	Int’l Equity
Franklin Templeton Investments	Templeton Global Smaller Companies Fund	Global Equity
Kensington Capital Partners Ltd.	Private Equity	Global Equity
			100%
Your portfolio is regularly monitored and re-balanced to target weightings to stay focused on your objectives.

Performance Projection:

Variability of return decreases as your investment holding period increases.

• Potential performance range over 1-year periods as high as 43% to as low as
  -20%.
  
  
• Potential performance range over 20-year periods as high as 14% to as low as 1%.
  
  
• Long-term target performance is 8.4%.

The potential return range and long-term target performance illustrate the effect of holding a diversified investment portfolio mixing various asset classes and are not specific estimates or a guarantee of performance. They are based on historical performance of market indices for each asset class and forward projections of economic trends using a 95% probability factor.

	Portfolio Values
	As at January 6, 2009: COMPASS PORTFOLIO VALUE  Conservative $9.78  Conservative Balanced $10.59  Balanced $10.89  Balanced Growth $10.92  Growth $10.88  Maximum Growth $10.51

100% RSP Eligible

The MER includes management fees, operating expenses, and GST. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unit values of mutual funds will fluctuate and past performance may not be repeated.

For more information:

Contact your ATB Investor Services Professional at any ATB Financial Branch, or call us today
at 1-888-ATB-7121.

To Learn More:

• Compass Portfolio Series Reports (including Annual Reports, Prospectus, and more.)
• View current Prices, Performance, and Distributions for the Compass Portfolio Series
• Disclosure

ATB Investment Management Inc. ("ATBIM") is a licensed user of the trademarks Compass Portfolio Series and ATB Investor Services. ATBIM is a wholly owned subsidiary of ATB Financial. ATB Financial is the registered trade name/trademark of Alberta Treasury Branches. † AIM, the chevron logo and all associated trademarks are trademarks of AIM Management Group Inc., used under licence. * TRIMARK and all associated trademarks are trademarks of AIM Funds Management Inc.