A low-risk, medium-to-longer-term investment portfolio.
Enjoy income and steady growth
A diverse collection of corporate bonds, other fixed-income investments—and a conservative number of equities with steady growth potential.
Take a balanced approach
With this portfolio, you'll have a balance of income and capital appreciation with low fees.
Get 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 |
| Performance | Check past performance2 |
| Fees (December 31, 2019) | 1.61% |
| 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 long-term capital appreciation and some income with a bias towards fixed income securities
- are willing to accept modest fluctuations in the value of their investments
- are interested in a low-risk investment
- are interested in 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're looking for long-term capital appreciation, or if you're unwilling to accept modest fluctuations in the value of your fund.
In addition to the several different types of investments included in this portfolio (corporate bonds, other fixed-income investments, equities), Compass Portfolios are diversified by geography and industry, so you can withstand shocks to individual sectors.
Ready to get started?
Let our investment experts help you build a solid foundation for the near future—with the Compass Conservative 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)