You seek balance in investing and life. You know that medium investment risk comes with medium potential growth.
The Balanced Portfolio makes sense if you’re seeking medium investment risk and moderate returns. Its investments are well balanced between lower risk fixed income investments and equities with higher potential returns.
The Compass Portfolio Series is a group of mutual funds managed by ATB Investment Management Inc.. There are six mutual funds in the Compass Portfolio Series and, each offers three series, A, F1 and O. For more information on the Compass Portfolio Series or investing in mutual funds please continue reading or refer to the Simplified Prospectus.