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Mutual Funds

Disciplined, professionally managed portfolios and pools a wide range of investors.

Professionally managed mutual funds, made accessible

Our mutual funds are continuously monitored and rebalanced to adjust for evolving markets, drawing on partnerships with established investment managers to build resilient, globally diversified portfolios for every stage of your financial life.

Established global investment management expertise for Canadian investors

ATB Investment Management provides strategic investment portfolios for a variety of investor types and timelines.

20+ years of experience

Two decades of disciplined, active investment management for Canadian investors.

$25 billion in assets under management1

Entrusted by advisors and investors across the country to manage their wealth.

Recognized with 2025 FundGrade A+ Awards   

Three ATBIM funds were honoured with the 2025 Fundata FundGrade A+ recognition, the ATBIS Fixed Income Pool, Compass Conservative Balanced Portfolio and Compass Conservative Portfolio. 

Built for different investment goals, at every stage

Whether you're looking for a simplified solution, more control over your own mix, an income-focused option or growth-focused exposure, each investment fund family is built to match a different stage of your life or investment journey.

Compass Portfolios

Compass Portfolios offer professionally managed, globally diversified solutions in a single fund to simplify your journey. Explore Compass Portfolios.

ATBIS Pools

Take more control with ATBIS Pools. Dial your exposure to specific asset classes up or down to build the exact mix for your goals. Explore ATBIS Pools.

ATB Monthly Income Portfolio

Generate steady cash flow. This diversified, single-ticket solution is built to support your regular income needs. Explore ATB Monthly Income Portfolio.

ATB Spire Portfolios

For higher growth potential, this ETF-based suite targets strong returns through global exposure and alternative investments. Explore ATB Spire Portfolios.

Common questions about ATBIM mutual funds.

Our mutual funds are managed through a collaborative structure. The ATB Investment Management (ATBIM) Multi-Asset Strategies Team acts as the overarching portfolio manager. They are responsible for strategic and tactical asset allocations, continuous risk management, and automatic portfolio rebalancing.

To execute the selection of individual securities such as stocks and bonds, ATBIM partners with leading, independent sub-advisors (e.g. Mawer, Canso, Goldman Sachs, and Fiera Capital). These sub-advisors are chosen for their specialized expertise in specific markets and asset classes, and are continuously monitored by ATBIM to uphold strict performance and disciplinary standards.
This model provides four primary advantages for your investments:

Specialized expertise: Rather than relying on a single generalist team, we hire managers who focus exclusively on specific markets or asset classes (e.g. Canadian, US, and International Equity).

Institutional access: It grants you access to institutional-grade, specialist money managers responsible for overseeing multi-million-dollar investment funds on behalf of retail and institutional clients. 

Objective oversight: Because ATBIM operates independently from the sub-advisors, we remain unbiased. We continuously monitor their performance and will replace a manager if they fail to meet our strict standards.

Global diversification: It provides local market research and insights from investment teams worldwide, helping to reduce risk and capture global growth opportunities.
No, mutual fund investments are not guaranteed or insured. Because they are investment products, the unit values of these funds fluctuate based on market performance. This means you can gain or lose value, and past performance is not a reliable indicator of future results. It is standard practice for mutual funds in Canada to carry these types of disclaimers, as they are market-based investments rather than deposit products like GICs or savings accounts. 
You can work directly with an ATB Wealth advisor to build a tailored investment plan for your needs. 
ATB mutual funds include a Management Expense Ratio (MER), which covers the costs of professional portfolio management and fund administration. Because exact fees vary depending on the specific fund and series you purchase, please refer to the specific fund's Fund Facts and/or Prospectus documents found here to learn more.
All documents can be found on our Investor Information page. 

Do you have questions about ATB Investment Management?

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1 As of September 30, 2025.

ATB Investment Management Inc. (ATBIM) is registered as a Portfolio Manager across various Canadian securities commissions with the Alberta Securities Commission (ASC) being its principal regulator. ATBIM is also registered as an Investment Fund Manager who manages the ATB Funds. ATBIM is a wholly owned subsidiary of ATB Financial and is a licensed user of the registered trademark ATB Wealth.

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 Securities Inc., ATB Investment Management Inc., ATB Financial, the province of Alberta, any other government or any government agency. 

Commissions, trailing commissions, management fees, and expenses may all be associated with mutual fund investments. Read fund disclosure documents before investing. The ATB Funds include investments in other mutual funds. Information on these mutual funds, including the prospectus, is available on the internet at www.sedarplus.ca

The performance of sub-advisors or managers may not always align with the overall performance of ATBIM’s portfolios, including the ATB Funds, Compass Portfolios or ATBIS Pools. Past performance is no guarantee of future results. ATBIM reserves the right to modify its sub-advisor relationships and manager relationships at any time and for any reason, including reasons not specified herein. This information is not intended to be, and should not be construed as, investment advice.