Compass Maximum Growth Portfolio
A diversified portfolio of equity securities from ATB Investment Management Inc. realizes long-term capital appreciation.
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 CompassTM Portfolios. Pure equity comes with the risk of market tumbles.
Documents
| Date | Document (PDF) |
|---|---|
| March 24, 2023 | Compass Maximum Growth - Fund Facts - Series 'A' |
| March 24, 2023 | Compass Maximum Growth - Fund Facts - Series 'F1' |
| March 24, 2023 | Compass Maximum Growth - Fund Facts - Series '0' |
| September 30, 2022 | Compass Maximum Growth - Quarterly Portfolio Disclosure |
| December 31, 2022 | Compass Maximum Growth - Quarterly Performance Report - Series A |
| December 31, 2022 | Compass Maximum Growth - Quarterly Performance Report - Series F1 |
| December 31, 2022 | Compass Maximum Growth - Quarterly Performance Report - Series O |
| December 31, 2021 | Compass Maximum Growth - PFIC Investor Statement |
| December 31, 2022 | Compass Maximum Growth - Management Report of Fund Performance (MRFP) |
| June 30, 2022 | Compass Maximum Growth - Semi-Annual Management Report of Fund Performance (MRFP) |
| June 30, 2022 | 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?
The Compass Maximum Growth Portfolio from ATB Investment Management Inc. can keep you headed in the right direction over the course of your investment journey.
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