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 |
| MER (June 30, 2024) | 1.95%3 |
| 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.
Invest for stable, steady returns
Compass™ Conservative Portfolio
Get a high percentage of fixed-income securities plus a small exposure to equity to help shield you from market fluctuations.
Invest for income and steady growth
Compass™ Conservative Balanced Portfolio
Build income and capital appreciation with fixed-income investments and a small exposure to equity for steady growth potential.
Invest for the long haul
Compass™ Balanced Portfolio
Balance risk and reward with longer-term, lower-risk income investments that produce modest, stable returns.
Invest for sure and steady growth
Compass™ Balanced Growth Portfolio
Weather market fluctuations with a diverse group of equities balancing low-to-medium-risk investments designed for stable growth.
Invest for the greatest potential growth
Compass™ Maximum Growth Portfolio
Invest in an internationally-diversified group of equities offering the highest potential growth of any Compass Portfolio.
Other series are available. Read a detailed description of the series offered, or visit the ATB Investment Management Inc. site.
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 Management expense ratio (MER) is based on total expenses (excluding commissions and other Portfolio transaction costs), and the Portfolio's proportionate share of the MER, if applicable, of any underlying funds and exchange traded funds in which the Portfolio has invested, allocated to that series for the stated period and is expressed as an annualized percentage of daily average net asset value during the period.
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 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.
Visit the ATB Investment Management site for more information and related documents including the ATB Funds Prospectus, Compass Series Annual Report, Fund Facts, and Fund Performance Management Report.