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Compass Balanced Portfolio (0P000072H7)

Toronto

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24.910 -0.020 -0.08%

13/11 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Other

Morningstar Rating:
Total Assets: 7.06B

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Compass Balanced Portfolio Overview

On this page you'll find an in-depth profile of Compass Balanced Portfolio. Learn about the key management, total assets, investment strategy and contact information of 0P000072H7 among other information.

Investment Strategy

To provide investors with long-term capital appreciation while reducing short-term volatility by investing in a balanced portfolio of fixed income and equity securities. Under normal market conditions, the assets of the Portfolio will be invested in accordance with the target asset allocation ranges described below. The Manager will review and adjust the investments within each asset class in its sole discretion. The investments held by the Portfolio will be diversified by asset class and investment style to minimize volatility and maximize risk-adjusted, long-term returns.

Contact Information

Address 9888 Jasper Avenue
Edmonton,AB T5J 1P1
Canada

Phone 1-855-386-2282

Fax 403 228 5243

Web www.compassportfolios.com

Top Executives

Name	Title	Since	Until
Scott Lacombe	-	2022	Now
Biography	Scott serves as the supporting portfolio manager for the Compass Portfolios. Scott is an experienced investment professional with over 10 years of experience focused on asset allocation and multi-asset portfolio management. He holds a bachelor of commerce from the University of Alberta, and is a CFA charterholder.
Joseph Wong	-	2022	Now
Biography	Joseph Wong, CFA Joe serves as the lead portfolio manager for the Compass Portfolios. Joe is an experienced investment professional with over 20 years working in asset allocation, multi-asset portfolio management, risk modelling and investment analysis. His expertise is centred around a deep understanding of the underlying analytics that can drive the risk and return characteristics of bonds and equities. Joe is a CFA charterholder and completed his education in Australia.
Elizabeth Lunney	Portfolio Manager	2020	2022
Biography	Liz leads portfolio management for ATB Investment Management Inc. including the oversight of the Compass Portfolios, ATBIS Pools as well as Private Investment Counsel. Her portfolio management career began in 1987 as a Portfolio Manager at Alberta Teachers Retirement Fund, and later took on the role of President at Fiduciary Trust, a subsidiary of Franklin Templeton. Liz joined ATB Wealth in 2019. Liz is a CFA charterholder and a University of Alberta graduate with a Bachelor of Commerce degree.
Gene Hochachka	CIO (Chief Investment Officer)	2004	2020
Biography	Gene Hochachka is Chief Investment Officer of ATB Investor Services and for ATB Investment Management’s Compass Portfolio Series of mutual funds. A Chartered Financial Analyst (CFA) and MSc graduate of the University of British Columbia, Gene joined ATB Investor Services in 2004 as a Portfolio Strategist. Prior to this time, Gene spent eight years as a quantitative financial analyst with Phillips, Hager & North Investment Management.
Sheldon Dyck	Other Executives	2011	2014
Biography	Sheldon Dyck is the CEO of ATB Investor Services and Chief Investment Officer for ATB Investment Management's award winning Compass Portfolio Series of mutual funds. A Chartered Financial Analyst (CFA), Harvard Business School alumnus, and member of Mensa Canada, Sheldon founded the wealth management arm of ATB Financial in 2002. Since then, ATB Investor Services has grown to manage more than $10 billion in assets in over 240 communities.

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