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Compass Balanced Growth Portfolio

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Long-term growth for the optimistic investor.

Sure and steady growth

If you're an investor who knows the occasional market storm won't stop your portfolio from growing, the Balanced Growth Portfolio is for you.

Strategic portfolio design

​A diverse group of equities balanced with low-to-medium-risk investments—all varied (by type, location and industry) to withstand shocks to individual sectors.

Expert input

We seek out and leverage the expertise of some of the best investment managers in Canada, as well as that of a dedicated in-house team.

Key product details

Series A (other series available)1
Risk rating Low to medium
Performance Check past performance2
Fees (December 31, 2018) 1.84%
Minimum initial investment $100
Minimum additional investment $25
Currency CAD
Distribution frequency Annual

Frequently Asked Questions

Investors who:

  • have a medium-to-long-term investment horizon
  • are looking for long-term capital appreciation with a bias towards equity securities
  • are willing to accept modest fluctuations in the value of their investments
  • are interested in a low-to-medium-risk investment
  • want a low-maintenance investment vehicle
  • want to diversify their portfolio not only by asset class, but also by investment manager and management style
  • want professional advice in choosing and monitoring their asset mix

This fund is not a good fit for you if you have a short-term investment horizon, or if you are unwilling to accept moderate fluctuations in the value of your fund.

Ready to get started?

Let our investment experts guide you through your choices and monitor your assets through a Compass Balanced Growth Portfolio.

Need help?

Our Client Care team will be happy to assist.