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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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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Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and does not take into account sales, redemptions, distributions or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.