Investment Savings

Compass Growth Portfolio

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Steady movement toward higher long-term returns

For the long game

If you keep a steady hand on your investments while riding out market storms, focusing on long-term returns, this is the portfolio for you.

Higher equity, higher rewards

​Invest primarily in diverse Canadian and international equities—including private equities with higher risk and higher potential returns.

We think like you

Our investment managers use disciplined strategies and make calculated decisions that keep you moving towards your definition of success.

Key product details

Series A (other series available)1
Risk rating Low to medium
Performance Check past performance2
Fees (as of December 31, 2019) 1.96%
Minimum initial investment $100
Minimum additional investment $25
Currency CAD
Distribution frequency Annual

Frequently Asked Questions

Investors who:

  • who have a long-term investment horizon
  • are looking for long-term capital appreciation with primarily equity securities and some fixed income securities
  • are willing to accept volatility in the value of their portfolio and 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 looking for a steady source of income.

In addition to the several different types of investments included in this portfolio (though it is primarily composed of equities), Compass Portfolios are diversified by geography and industry, so you can withstand shocks to individual sectors.

Ready to get started?

You won't let the occasional market storm throw you off course—and we won't either when you invest in a Compass Growth Portfolio.

Find the investment solution that's right for you.

Need help?

Our Client Care team will be happy to assist.

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