Conservative Balanced Portfolio
Get income, grow your investments over the long term, reduce risk and avoid surprises.
You’re making investments for a lifetime, not just a short time.
Get your investments on track and keep them on track. With a Conservative Balanced Portfolio, you can grow your investments at a steady pace over a longer time frame while reducing your risk. This portfolio is a good fit for the investor that will need income from their investments further in the future.
This portfolio holds a large percentage of fixed income investments that are complemented by a conservative amount of equities that create steady growth potential.
Documents
| Date | Document (PDF) |
|---|---|
| March 26, 2021 | Compass Conservative Balanced - Fund Facts - Series 'A' |
| March 26, 2021 | Compass Conservative Balanced - Fund Facts - Series 'F1' |
| March 26, 2021 | Compass Conservative Balanced - Fund Facts - Series '0' |
| March 31, 2021 | Compass Conservative Balanced - Quarterly Portfolio Disclosure |
| June 30, 2021 | Compass Conservative Balanced - Quarterly Performance Report - Series A |
| June 30, 2021 | Compass Conservative Balanced - Quarterly Performance Report - Series F1 |
| June 30, 2021 | Compass Conservative Balanced - Quarterly Performance Report - Series O |
| Dec. 31, 2020 | Compass Conservative Balanced - PFIC Investor Statement |
| Dec. 31, 2020 | Compass Conservative Balanced - Management Report of Fund Performance (MRFP) |
| June 30, 2020 | Compass Conervative Balanced - Semi-Annual Management Report of Fund Performance (MRFP) |
| June 30, 2020 | Compass Conservative Balanced - Proxy Voting Record |
Frequently Asked Questions
Investors who:
- have a medium-to-long-term investment horizon
- are looking for a balance of long-term capital appreciation and some income with a bias towards fixed income securities
- are willing to accept modest fluctuations in the value of their investments
- are interested in a low-risk investment
- are interested in 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're looking for long-term capital appreciation, or if you're unwilling to accept modest fluctuations in the value of your fund.
In addition to the several different types of investments included in this portfolio (corporate bonds, other fixed-income investments, equities), Compass Portfolios are diversified by geography and industry, so you can withstand shocks to individual sectors.
Ready to get started?
Let our investment experts help you build a solid foundation for the near future—with the Compass Conservative Balanced 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