OUR FUNDS
ATB Investment Management provides strategic investment portfolios for a variety of investor types and timelines with Compass Portfolios, and the ability to customize your exposure to geographic markets and asset classes with ATBIS Pools.
Valuable investment expertise for everyone
Investors benefit from our investment approach, which focuses on delivering value for your money and using our expertise to help grow your investments.
Portfolios for all investor types and styles
Whether you’re a cautious or bold investor or somewhere in between, we have a Compass Portfolio that can help you reach your financial goals.
Funds that offer exposure to global asset classes
Make diversified investments in both equities and fixed-income assets across Canadian, US and international markets with our ATBIS Pool Funds.
Select a category and click on a fund below to find out more about each fund.
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Data to update tables are retrieved from Morningstar daily as indicated. The annualized and calendar year performance data provided is as of December 31, 2024.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus or fund facts before investing. The performance data provided assumes reinvestment of distributions only and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that may reduce returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Mutual funds are not insured by the Canada Deposit Insurance Corporation, nor guaranteed by ATB Investment Management Inc., ATB Securities Inc., ATB Financial, the province of Alberta, any other government or any government agency.
©2024 Morningstar Research Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. For greater detail see www.morningstar.ca.
The payment of distributions should not be confused with a fund’s performance, rate of return or yield. Past distributions and distribution estimates are not indicative of future distributions or performance. Professional legal and tax advice should always be obtained when dealing with legal and taxation issues as each individual’s situation is different. The Compass Portfolios and ATBIS Pools include investments in other mutual funds. Information on these mutual funds, including the prospectus, is available on the internet at www.sedar.com.