Maximum Growth Portfolio
Optimize your potential returns with bold investment decisions.
You want to pursue the maximum possible returns.
If you’re comfortable with risk, a long term investment journey and market-driven bumps and bruises along the way, you can realize the greatest potential returns.
The Maximum Growth portfolio is for bold investors. It holds a geographically diversified group of equities offering the highest potential growth of any of the Compass Portfolios. Pure equity comes with the risk of market tumbles.
Documents
| Date | Document (PDF) |
|---|---|
| Aug. 20, 2019 | Compass Maximum Growth - Fund Facts - Series 'A' |
| Aug. 20, 2019 | Compass Maximum Growth - Fund Facts - Series 'F1' |
| Aug. 20, 2019 | Compass Maximum Growth - Fund Facts - Series '0' |
| Mar. 31, 2019 | Compass Maximum Growth - Quarterly Portfolio Disclosure |
| Sep 30, 2019 | Compass Maximum Growth - Quarterly Performance Report - Series A |
| Sep 30, 2019 | Compass Maximum Growth - Quarterly Performance Report - Series F1 |
| Sep 30, 2019 | Compass Maximum Growth - Quarterly Performance Report - Series O |
| May 31, 2019 | Compass Maximum Growth - PFIC Investor Statement |
| Dec. 31, 2018 | Compass Maximum Growth - Management Report of Fund Performance (MRFP) |
| Jun. 30, 2019 | Compass Maximum Growth - Semi-Annual Management Report of Fund Performance (MRFP) |
| Aug. 19, 2019 | Compass Maximum Growth - Proxy Voting Record |
Frequently Asked Questions
Investors who:
- have a long-term investment horizon
- are looking for long-term capital appreciation
- 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 are looking for a steady source of income.
Even though this portfolio is composed entirely of equities, Compass Portfolios are diversified by geography and industry, so you can withstand shocks to individual sectors.
Ready to get started?
Your path to the highest possible return might be long, but the potential rewards of the Compass Maximum Growth Portfolio are worth it.
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