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.
|March 31, 2020||Compass Growth - Fund Facts - Series 'A'|
|March 31, 2020||Compass Growth - Fund Facts - Series 'F1'|
|March 31, 2020||Compass Growth - Fund Facts - Series '0'|
|September 30, 2020||Compass Growth - Quarterly Portfolio Disclosure|
|September 30, 2020||Compass Growth - Quarterly Performance Report - Series A|
|September 30, 2020||Compass Growth - Quarterly Performance Report - Series F1|
|September 30, 2020||Compass Growth - Quarterly Performance Report - Series O|
|Dec. 31, 2019||Compass Growth - PFIC Investor Statement|
|Dec. 31, 2019||Compass Growth - Management Report of Fund Performance (MRFP)|
|Jun. 30, 2020||Compass Growth - Semi-Annual Management Report of Fund Performance (MRFP)|
|June 30, 2020||Compass Growth - Proxy Voting Record|
Frequently Asked Questions
- 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.
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.