You know larger portfolio growth requires more risk.
You can grow your portfolio by embracing the potential upside of equity investments and weathering any tough market conditions with your focus on long-term growth and a portfolio supported by lower risk investments.
The Balanced Growth portfolio is for you if you’re an optimistic investor who knows that occasional market fluctuations won’t stop your portfolio from growing. It invests in a diverse group of equities that are balanced with a smaller amount of lower risk bonds and medium risk alternative investments.
Documents
| Date | Document (PDF) |
|---|---|
| March 31, 2020 | Compass Balanced Growth - Fund Facts - Series 'A' |
| March 31, 2020 | Compass Balanced Growth - Fund Facts - Series 'F1' |
| March 31, 2020 | Compass Balanced Growth - Fund Facts - Series '0' |
| September 30, 2020 | Compass Balanced Growth - Quarterly Portfolio Disclosure |
| September 30, 2020 | Compass Balanced Growth - Quarterly Performance Report - Series A |
| September 30, 2020 | Compass Balanced Growth - Quarterly Performance Report - Series F1 |
| September 30, 2020 | Compass Balanced Growth - Quarterly Performance Report - Series O |
| Dec. 31, 2019 | Compass Balanced Growth - PFIC Investor Statement |
| Dec. 31, 2019 | Compass Balanced Growth - Management Report of Fund Performance (MRFP) |
| Jun. 30, 2020 | Compass Balanced Growth - Semi-Annual Management Report of Fund Performance (MRFP) |
| June 30, 2020 | Compass Balanced Growth - Proxy Voting Record |
Frequently Asked Questions
Investors who:
- have a medium-to-long-term investment horizon
- are looking for long-term capital appreciation with a bias towards equity securities
- are willing to accept modest fluctuations in the value of their investments
- are interested in 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 unwilling to accept moderate fluctuations in the value of your fund.
Ready to get started?
Let our investment experts guide you through your choices and monitor your assets through a Compass Balanced Growth Portfolio.
We can help all investors reach their financial goals.
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.
ATB Wealth experts are ready to listen.
Whether you're a beginner or an experienced investor, we can help.
Email: atbwealth@atb.com