Conservative Portfolio
Conservative Portfolio
Get stable, predictable returns with lower risk investments.
Your portfolio shouldn’t cause you sleepless nights.
Sleep soundly with a portfolio focused on lower risk investments that reduce volatility and deliver stable returns over the long term. With a Conservative Portfolio, cautious investors can lower their risk and still access income when they need it.
A Conservative Portfolio holds the highest percentage of fixed income securities of any of our portfolios, plus small enough exposure to equity to help protect your investment from rising prices.
Documents
| Date | Document (PDF) |
|---|---|
| March 26, 2021 | Compass Conservative - Fund Facts - Series 'A' |
| March 26, 2021 | Compass Conservative - Fund Facts - Series 'F1' |
| March 26, 2021 | Compass Conservative - Fund Facts - Series '0' |
| March 31, 2021 | Compass Conservative - Quarterly Portfolio Disclosure |
| June 30, 2021 | Compass Conservative - Quarterly Performance Report - Series A |
| June 30, 2021 | Compass Conservative - Quarterly Performance Report - Series F1 |
| June 30, 2021 | Compass Conservative - Quarterly Performance Report - Series O |
| Dec. 31, 2020 | Compass Conservative - PFIC Investor Statement |
| Dec. 31, 2020 | Compass Conservative - Management Report of Fund Performance (MRFP) |
| Jun. 30, 2021 | Compass Conservative - Semi-Annual Management Report of Fund Performance (MRFP) |
| June 30, 2021 | Compass Conservative - Proxy Voting Record |
Frequently Asked Questions
Investors who:
- have a medium-term investment horizon
- are looking to earn interest income with potential for some capital appreciation, while preserving their principal
- 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
- wish 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 for you if you're looking for long-term capital appreciation, or if you're not willing to accept modest fluctuations in the value of your fund.
In addition to the several different types of investments included in this portfolio, Compass Portfolios are diversified by largely different types of bonds, and stocks geographically, and by industry.
Ready to get started?
Don't lose a night's sleep over your investments. We can help you make the most of your assets with the Compass Conservative 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