An adventurous route to the highest potential rewards.
For the long game
You're committed to your investment strategy. We are too, making calculated decisions to keep you moving toward your definition of success.
Greatest potential growth
This portfolio is all equities—an internationally-diversified group offering the highest potential growth of any Compass Portfolio.
Worth the risk
Pure equity comes with the risk of market tumbles, but you're comfortable going through ups and downs for the largest possible return.
Key product details
| Series | A (other series available)1 |
| Risk rating | Low to medium |
| Performance | Check past performance2 |
| Fees (as of December 31, 2019) | 1.97% |
| Minimum initial investment | $100 |
| Minimum additional investment | $25 |
| Currency | CAD |
| Distribution frequency | Annual |
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?
Your path to the highest possible return might be long, but the potential rewards of the Compass Maximum Growth Portfolio are worth it.
Find the investment solution that's right for you.
Invest for stable, steady returns
Compass™ Conservative Portfolio
Get a high percentage of fixed-income securities plus a small exposure to equity to help shield you from market fluctuations.
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.
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)