You learned the art of patience gardening. Now you want to see healthy growth in your portfolio.
The Balanced Growth portfolio is for you if you’re an optimistic investor who knows that the occasional market storm won’t stop your portfolio from growing. It invests in a diverse group of equities that are balanced with a significant amount of lower risk bonds and medium risk alternative investments.
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.