(As of 2/28/2026)

Compass Balanced Growth Portfolio Series A

(Global Equity Balanced)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2018
2017
2016
2015



Inception Return
(12/11/2002)
7.05 %
YTD Return 3.25 %
NAVPS
(3/10/2026)
$29.12
Change $0.02 / 0.09 %
Growth of $10,000 (As of February 28, 2026)
MER 1.82 %
Assets ($mil) $1,488.39
Rank (1Yr) 908/1247
Std Dev (3Yr) 10.95 %
Volatility Ranking (3Yr) 3/10
RRSP Eligibility Yes
Load Back Fee Only
Max Front End 4.00 %
Max Back End -
Sales Status Open
 
Objective
To provide investors with long-term capital appreciation by investing in a balanced portfolio of equity and fixed income securities, with a bias towards equity securities.
Fund Manager

ATB Investment Management Inc.

Portfolio Manager

Robert Armstrong, ATB Investment Management Inc.

Sub-Advisor

Cardinal Capital Management Inc

Canso Investment Counsel Ltd.

Mawer Investment Management Ltd.

Cidel Asset Management Inc.

PICTON Investments

 
Asset Allocation
(As of February 28, 2026)
Sector Allocation
(As of February 28, 2026)
Geographic Allocation
(As of February 28, 2026)
Top 10 Holdings
NameAssetSectorGeographicPercent
ATB US Large Cap Equity Fund Series IUS EquityMutual FundUnited States5.65%
BMO S&P 500 Index ETF (ZSP)US EquityExchange Traded FundUnited States5.20%
BMO MSCI EAFE Index ETF (ZEA)International EquityExchange Traded FundMulti-National3.56%
BMO Government Bond Index ETF (ZGB)Domestic BondsFixed IncomeCanada3.49%
ATB Emerging Markets Equity Fund Series IInternational EquityMutual FundMulti-National3.27%
Mawer Canadian Equity Fund Series OCanadian EquityMutual FundCanada3.21%
BLK CDN US EQUITY INDEX CL D MUTUAL FUNDSUS EquityMutual FundUnited States2.71%
Mawer New Canada Fund Series OCanadian EquityMutual FundCanada2.45%
ATB International Disciplined Equity Fund Series IInternational EquityMutual FundMulti-National1.70%
ATB International Equity Income Fund Series IInternational EquityMutual FundMulti-National1.48%

Performance Data (As of February 28, 2026)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.97 2.54 5.85 3.25 10.16 10.84 7.08 7.77
Benchmark 2.14 2.53 8.83 3.68 14.16 16.57 9.85 10.11
Quartile Ranking 3 3 4 3 3 4 3 3

Calendar Return (%) 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Fund 10.23 11.71 11.36 -11.69 13.73 10.29 14.66 -4.44 9.92 8.03
Benchmark 13.15 21.57 15.07 -12.03 11.33 12.17 16.29 0.72 11.99 3.66
Quartile Ranking 3 4 3 3 2 2 3 2 2 1

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