For many new investors, the world of bonds and equities can seem complicated and intimidating, especially during turbulent times.
Ensuring that your money is managed responsibly and obtaining the right level of growth that you need can be difficult, especially when you consider risk. Thankfully, ATB’s approach to investing makes successful investing simple without being simplistic.
The Compass Portfolios
ATB Investment Management’s Compass portfolio funds are industry recognized, and designed to bring a range of returns for a wide variety of investors.
Six different portfolios provide a spectrum of investment options ranging from low-risk, stable returns to higher-risk funds designed for maximum growth potential. The most conservative fund is made up predominantly of bonds that can handle the negative effects of rising interest rates, while the Maximum Growth fund is invested entirely in the shares of companies based in Canada and worldwide. The portfolios aim to provide different mixes of bonds and stocks to suit the different needs of investors.
The Compass portfolios have delivered consistent returns since their 2002 inception. But what’s the secret recipe to how they manage risk and volatility?
It starts with the right manager
This report has been prepared by ATB Investment Management Inc. (“ATBIM”) which manages the Compass Portfolio and ATBIS Pools. ATBSI is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). ATBIM, ATB Securities Inc. (“ATBSI”), and ATB Insurance Advisors Inc. are wholly owned subsidiaries of ATB Financial and operate under the trade name ATB Wealth. The mutual fund performance data provided assumes re-investment of distributions only and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that may reduce returns. Unit values of mutual funds will fluctuate and past performance may not be repeated. Mutual Funds are not insured by the Canada Deposit Insurance Corporation, nor guaranteed by ATBIM, ATBSI, ATB Financial, the province of Alberta, any other government or any government agency. Commissions, trailing commissions, management fees, and expenses may all be associated with mutual fund investments. Read the fund offering documents provided before investing. The Compass Portfolio and ATBIS Pools includes investments in other mutual funds. Information on these mutual funds, including the prospectus, is available on the internet at www.sedar.com. Opinions, estimates, and projections contained herein are subject to change without notice and ATBIM does not undertake to provide updated information should a change occur. This information has been compiled or arrived at from sources believed reliable but no representation or warranty, expressed or implied, is made as to their accuracy or completeness. ATB Financial, ATBIM and ATBSI do not accept any liability whatsoever for any losses arising from the use of this report or its contents. This report is not, and should not be construed as, an offer to sell or a solicitation of an offer to buy any investment. This report may not be reproduced in whole or in part; referred to in any manner whatsoever; nor may the information, opinions, and conclusions contained herein be referred to without the prior written consent of ATBIM.