The Compass Portfolio story The Compass Portfolio story

THE COMPASS STORY

 

Compass Portfolio Series are your personal paths to success. Some paths are long and scenic, others shorter and steeper. No matter your destination, Compass Portfolio Series can help get you there.

 

INVESTMENT SOLUTIONS

Conservative The combination of a high percentage of corporate bonds and other fixed income securities and a low percentage of equity gives this portfolio its low risk-return profile

Conservative Balanced About half of the assets in the Conservative Balanced portfolio are bonds and other fixed income investments, including high yield bonds. The other assets are a mix of active and passive equity investments, and alternative investments.

Balanced The Balanced portfolio holds a diverse mix of equities, some of which are invested through index funds. The risk associated with those equities is balanced with the stability of fixed income investments and alternative investments.

Balanced Growth The Balanced Growth portfolio’s relatively higher percentage of Canadian, United States and international equities give it the potential for greater growth. The smaller percentage of fixed income and alternative investments lowers the portfolio’s overall risk profile.

Growth The Growth portfolio holds a diverse mix of equity investments in Canada, the United States and internationally, including small allocations of private equity, lower-risk bonds and real estate investment trusts.

Max Growth This pure equity portfolio offers the most exposure to markets and companies beyond Canada’s borders, with higher percentages of U.S. and international equities than Canadian.

PRICE AND PERFORMANCE

Series A

 

Series F1

 

Series O

Series A

 

Series F1

 

Series O

Series A

 

Series F1

 

Series O

Series A

 

Series F1

 

Series O

Series A

Series F1

Series O

RESOURCES

 
Fund Facts Learn More >
Manager's Commentary Learn More >
Myth Busting Learn More >
Simplified Prospectus Learn More >
Sub Advisor Commentary Learn More >
Good Advice Articles Learn More >