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.

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Powering greater investment possibility

Built on a foundation of stability and longevity, we deliver sophisticated solutions to help Canadians dream bigger, face the markets with resilience and realize their visions of wealth.

Bringing you a world of investment leadership

Our solutions are powered by partnerships with the most value-added global investment firms—bringing you the perspectives needed to build resilient, globally diversified portfolios.

Sophisticated solutions, accessible for everyone

We provide a forward-thinking approach to equities and fixed income across Canadian and global markets. Our newest solutions: ATB Monthly Income Portfolio and ATB Global Equity Pool.

Performance data is not available for funds with a history of less than one year.

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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 security holder that may reduce returns. Unit values of mutual funds will fluctuate 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.