The balance of risk and reward, portfolio growth and stability.
A balanced investment option
The CompassBalanced Portfolio strikes a middle ground between lower-risk income investments and equities with higher potential returns.
For the long haul
An ideal choice for those looking for a medium-to-long-term investment. We use disciplined strategies to keep you moving steadily forwards.
Modest risk, modest returns
A low-fee, low-maintenance investment vehicle that produces modest returns through a balance of income and long-term capital appreciation.
Key product details
| Series | A (other series available)1 |
| Risk rating | Low |
| Performance | Check past performance2 |
| Fees (December 31, 2019) | 1.83% |
| Minimum initial investment | $100 |
| Minimum additional investment | $25 |
| Currency | CAD |
| Distribution frequency | Semi-annual |
Frequently Asked Questions
Investors who:
- have a medium-to-long-term investment horizon
- are looking for a balance of income and long-term capital appreciation
- are willing to accept modest fluctuations in the value of their investments
- are interested in a low-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 help you build a solid foundation for a well-balanced future—with the Compass Balanced Portfolio.
Find the investment solution that's right for you.
Other series are available. Read a detailed description of the series offered, or explore the Compass Portfolio website to learn more.
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.
Compass Portfolios is a trademark of ATB Financial.
Related documents: ATBIS Funds Prospectus (PDF), Compass Series Annual Report (PDF)
More related documents: Fund Facts (PDF), Fund Performance Management Report (PDF)