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.
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.
Frequently Asked Questions
- 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.
Find the investment solution that's right for you.
Unit values of mutual funds will fluctuate and past performance isn't an indication of future results. Before investing, review the important investor information and disclosures.
The Compass Portfolios and ATBIS Pools are a group of mutual funds managed by ATB Investment Management Inc.. There are six mutual funds in the Compass Portfolios and, and four ATBIS Pools. For more information on Compass Portfolios or investing in mutual funds please continue reading or refer to the prospectus.