An adventurous route to the highest potential rewards.
For the long game
You're committed to your investment strategy. We are too, making calculated decisions to keep you moving toward your definition of success.
Greatest potential growth
This portfolio is all equities—an internationally-diversified group offering the highest potential growth of any CompassTM Portfolio.
Worth the risk
Pure equity comes with the risk of market tumbles, but you're comfortable going through ups and downs for the largest possible return.
Frequently Asked Questions
- have a long-term investment horizon
- are looking for long-term capital appreciation
- 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 are looking for a steady source of income.
Even though this portfolio is composed entirely of equities, Compass Portfolios are diversified by geography and industry, so you can withstand shocks to individual sectors.
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.
Compass Portfolios is a trademark of ATB Financial.