Compass Portfolio Series: Maximum Growth Portfolio

Your path to the highest possible return is steep. It's rocky. It might be long, but the potential rewards at the top are worth it.

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Details

Overview

You're an adventurous type, who is comfortable following your portfolio's performance up over peaks and down through valleys for the largest possible return. 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.

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're an adventurous type, who is comfortable following your portfolio's performance up over peaks and down through valleys for the largest possible return. 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.

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

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


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