Compass Portfolio Series: Conservative Balanced Porfolio

Slow and steady retires comfortably.

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Details

Overview

The Conservative Balanced portfolio offers you growth at a steady pace with high yield bonds and other fixed income investments, as well as a conservative amount of equities with steady growth potential. It's the perfect portfolio for those looking for a short- to medium-term investment. It offers balanced income and long-term capital appreciation with low risk. And as trusted investment experts, ATB provides you with the advice you need while monitoring your assets. 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
    • Unit values of mutual funds will fluctuate and past performance is not an indication of future results.
    • ATB Investment Management Inc. ("ATBIM”) manages the Compass Portfolio Series. ATBIM and ATB Securities Inc. ("ATBSI") are wholly owned subsidiaries of ATB Financial, and may operate under the registered trademark ATB Investor Services.
    • 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.
    • Additional information about the Compass Portfolio Series and other important disclosures may be found in the helpful links.

Details

Overview

The Conservative Balanced portfolio offers you growth at a steady pace with high yield bonds and other fixed income investments, as well as a conservative amount of equities with steady growth potential. It's the perfect portfolio for those looking for a short- to medium-term investment. It offers balanced income and long-term capital appreciation with low risk. And as trusted investment experts, ATB provides you with the advice you need while monitoring your assets. 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
    • Unit values of mutual funds will fluctuate and past performance is not an indication of future results.
    • ATB Investment Management Inc. ("ATBIM”) manages the Compass Portfolio Series. ATBIM and ATB Securities Inc. ("ATBSI") are wholly owned subsidiaries of ATB Financial, and may operate under the registered trademark ATB Investor Services.
    • 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.
    • Additional information about the Compass Portfolio Series and other important disclosures may be found in the helpful links.

Start your saving & investing journey with an ATB Advisor


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