Compass Growth Portfolio
A diversified ATB Investment Management Inc. portfolio of equity securities, with some fixed income securities, reduces volatility while providing long-term capital appreciation.
You want higher returns and you can handle higher risk.
You know higher returns often come with periods of greater volatility along the way. Your focus on growth helps you ride out stormy market conditions with one hand steady on the wheel and your gaze on your longer term investment horizon.
The Growth Portfolio makes sense for you if you’re an investor with a level head, lofty goals and plenty of time to reach your investment destination. It invests primarily in Canadian, US and international equities, for higher risk and higher potential returns.
Documents
| Date | Document (PDF) |
|---|---|
| March 24, 2023 | Compass Growth - Fund Facts - Series 'A' |
| March 24, 2023 | Compass Growth - Fund Facts - Series 'F1' |
| March 24, 2023 | Compass Growth - Fund Facts - Series '0' |
| September 30, 2022 | Compass Growth - Quarterly Portfolio Disclosure |
| December 31, 2022 | Compass Growth - Quarterly Performance Report - Series A |
| December 31, 2022 | Compass Growth - Quarterly Performance Report - Series F1 |
| December 31, 2022 | Compass Growth - Quarterly Performance Report - Series O |
| December 31, 2021 | Compass Growth - PFIC Investor Statement |
| December 31, 2022 | Compass Growth - Management Report of Fund Performance (MRFP) |
| June 30, 2022 | Compass Growth - Semi-Annual Management Report of Fund Performance (MRFP) |
| June 30, 2022 | Compass Growth - Proxy Voting Record |
Frequently Asked Questions
Investors who:
- who have a long-term investment horizon
- are looking for long-term capital appreciation with primarily equity securities and some fixed income securities
- 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 if you are looking for a steady source of income.
In addition to the several different types of investments included in this portfolio (though it is primarily composed of equities), Compass Portfolios are diversified by geography and industry, so you can withstand shocks to individual sectors.
Ready to get started?
The Compass Growth Portfolio from ATB Investment Management Inc. won't let the occasional market storm throw you off course.
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.
Compass Portfolios is a trademark of ATB Financial.
ATB Wealth experts are ready to listen.
Whether you're a beginner or an experienced investor, we can help.
Email: atbwealth@atb.com