Mutual funds as resilient as you are.
Invest with care
If you're a cautious investor who wants higher returns than a GIC, and a lower-risk investment, this portfolio is the right fit for you.
Enjoy stable, steady returns
Get the highest percentage of fixed-income securities of any of the Compass Portfolios, so you have a clearer picture of your future returns.
Shield your investment
A portfolio of diversified fixed-income investments, and a minimum exposure to equities help insulate from rising prices and shocks to market sectors.
Key product details
| Series | A (other series available)1 |
| Risk rating | Low |
| Performance | Check past performance2 |
| Fees (as of December 31, 2019) | 1.30% |
| Minimum initial investment | $100 |
| Minimum additional investment | $25 |
| Currency | CAD |
| Distribution frequency | Semi-annual |
Frequently Asked Questions
Investors who:
- have a medium-term investment horizon
- are looking to earn interest income with potential for some capital appreciation, while preserving their principal
- are willing to accept modest fluctuations in the value of their investments
- are interested in a low-risk investment
- are interested in a low-maintenance investment vehicle
- wish 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 for you if you're looking for long-term capital appreciation, or if you're not willing to accept modest fluctuations in the value of your fund.
In addition to the several different types of investments included in this portfolio, Compass Portfolios are diversified by largely different types of bonds, and stocks geographically, and by industry.
Ready to get started?
Don't lose a night's sleep over your investments. We can help you make the most of your assets with the Compass Conservative Portfolio.
Find the investment solution that's right for you.
Invest for income and steady growth
Compass™ Conservative Balanced Portfolio
Build income and capital appreciation with fixed-income investments and a small exposure to equity for steady growth potential.
Invest for the long haul
Compass™ Balanced Portfolio
Balance risk and reward with longer-term, lower-risk income investments that produce modest, stable returns.
Invest for sure and steady growth
Compass™ Balanced Growth Portfolio
Weather market fluctuations with a diverse group of equities balancing low-to-medium-risk investments designed for stable growth.
Invest for higher equity, higher rewards
Compass™ Growth Portfolio
Play the long game with a collection of Canadian and international equities with higher risk and higher potential returns.
Invest for the greatest potential growth
Compass™ Maximum Growth Portfolio
Invest in an internationally-diversified group of equities offering the highest potential growth of any Compass Portfolio.
Other series are available. Read a detailed description of the series offered, or visit the ATB Investment Management Inc. site.
Unit values of mutual funds will fluctuate and past performance isn't an indication of future results. Before investing, review the important investor information and disclosures.
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.
Related documents: ATBIS Funds Prospectus (PDF), Compass Series Annual Report (PDF)
More related documents: Fund Facts (PDF), Fund Performance Management Report (PDF)