Compass Portfolio Series: Balanced Portfolio

A solid foundation for a well-balanced future.

Start with the right advice from an ATB Advisor


  • Clicking the button will open a new page of ATB.com

Details

Overview

You eat balanced meals, live on a balanced budget, and now, you can have a balanced investment that fits with your life. The Compass Balanced Portfolio strikes a middle ground between lower risk income investments and equities with higher potential returns. That way, you get the most from your investments with only a moderate amount of risk. For those looking for a medium- to long-term investment, this is the perfect low maintenance investment vehicle that produces modest returns through a balance of income and long-term capital appreciation. ATB's trusted investment experts can guide you through and monitor your assets so you can rest easy about your future.

Pricing

  • Interest earned
  • Investment Plan
    • Whether it's saving for your first house or your retirement, ATB Investment Management Inc. is here to help you reach your financial goals. These mutual funds focus on the long-term. Through a philosophy of diversification, disciplined strategies and low fees, our investment managers help you build the foundation for a robust financial future.

Additional Information

  • Other features

    Here are a few reasons Compass Portfolios are different from other mutual funds:

    • Portfolio design: Compass Portfolios are diversified by geography and industry, so you can withstand shocks to individual sectors.
    • External investment managers: Instead of relying solely on an in-house team, we seek out and leverage the expertise of some of the best investment managers in Canada.
    • Disciplined strategies: We make calculated decisions that keep you moving towards your definition of success.
    • Low fees: ATB Investment Management Inc. is one of the lowest-cost investment managers in Canada—on average half-a-percent less annually than our competitors.
  • Notes

    ATB Investment Management Inc. ("ATBIM”) manages the Compass Portfolio Series. ATBIM and ATB Securities Inc. ("ATBSI") are wholly owned subsidiaries of ATB Financial, and operate under the registered trademark ATB Wealth.

    Mutual Funds are not insured by the Canada Deposit Insurance Corporation, nor guaranteed by ATB Financial, ATBIM, ATBSI, the province of Alberta, any other government or any government agency.

    Unit values of mutual funds will fluctuate and past performance is not an indication of future results. Prior to investing, review the important investor information at compassportfolios.com

Details

Overview

You eat balanced meals, live on a balanced budget, and now, you can have a balanced investment that fits with your life. The Compass Balanced Portfolio strikes a middle ground between lower risk income investments and equities with higher potential returns. That way, you get the most from your investments with only a moderate amount of risk. For those looking for a medium- to long-term investment, this is the perfect low maintenance investment vehicle that produces modest returns through a balance of income and long-term capital appreciation. ATB's trusted investment experts can guide you through and monitor your assets so you can rest easy about your future.

Pricing

  • Interest earned
  • Investment Plan
    • Whether it's saving for your first house or your retirement, ATB Investment Management Inc. is here to help you reach your financial goals. These mutual funds focus on the long-term. Through a philosophy of diversification, disciplined strategies and low fees, our investment managers help you build the foundation for a robust financial future.

Additional Information

  • Other features

    Here are a few reasons Compass Portfolios are different from other mutual funds:

    • Portfolio design: Compass Portfolios are diversified by geography and industry, so you can withstand shocks to individual sectors.
    • External investment managers: Instead of relying solely on an in-house team, we seek out and leverage the expertise of some of the best investment managers in Canada.
    • Disciplined strategies: We make calculated decisions that keep you moving towards your definition of success.
    • Low fees: ATB Investment Management Inc. is one of the lowest-cost investment managers in Canada—on average half-a-percent less annually than our competitors.
  • Notes

    ATB Investment Management Inc. ("ATBIM”) manages the Compass Portfolio Series. ATBIM and ATB Securities Inc. ("ATBSI") are wholly owned subsidiaries of ATB Financial, and operate under the registered trademark ATB Wealth.

    Mutual Funds are not insured by the Canada Deposit Insurance Corporation, nor guaranteed by ATB Financial, ATBIM, ATBSI, the province of Alberta, any other government or any government agency.

    Unit values of mutual funds will fluctuate and past performance is not an indication of future results. Prior to investing, review the important investor information at compassportfolios.com

  • Contact Us
  • 1-844-642-7940
  • Monday - Friday 9am - 6pm
  • Saturday 9am - 5pm

Start with the right advice from an ATB Advisor


  • Clicking the button will open a new page of ATB.com
  • Contact Us
  • 1-844-642-7940
  • Monday - Friday 9am - 6pm
  • Saturday 9am - 5pm