Investing for you is a lifelong marathon, not a sprint. You want your investments to stay on track and grow at a steady pace.
The Conservative Balanced portfolio is a good fit if you need income from your investments now or in the near future. It holds a large percentage of more secure fixed income investments that are complemented by a conservative amount of equities that create steady growth potential.
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.