A decade of excellence: ATBIM honoured at LSEG Lipper Fund Awards
We are proud to announce that ATBIM has once again been recognized on the national stage, winning a 2025 LSEG Lipper Fund Award.
Our Compass Conservative Balanced Portfolio - Series F1 was recognized in the Canadian Fixed Income Balanced category for having consistent and attractive risk-adjusted returns relative to industry peers over 10 years for the period ending July 31, 2025.
This win is a direct reflection of our team’s hard work, rigorous analysis, and collaborative spirit. It is a powerful validation of our core investment philosophy: building long-term oriented solutions and maintaining a longstanding focus on delivering strong, sustainable outcomes for our unitholders over time.
Making this achievement even more significant, this is the fifth consecutive year that Compass Conservative Balanced Portfolio - Series F1 has been recognized with this award.
This combination—a 10-year performance award coupled with a five-year winning streak—is a powerful testament to our team’s consistency and expertise. We are proud to share this achievement and thank our unitholders for their continued trust in our process.
Winners were announced at the official event in Toronto last week and have been published on the LSEG Lipper Fund Awards website and in The Globe and Mail.
Congratulations to everyone involved in this outstanding accomplishment!
About 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, Compass Portfolios and ATBIS Pools. ATBIM is a wholly owned subsidiary of ATB Financial and is a licensed user of the registered trademark ATB Wealth.
About the LSEG Lipper Fund Awards
For more than 30 years and in over 17 countries worldwide, the highly respected Lipper Awards have honoured funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers and focused the investment world on top funds. The merit of the winners is based on entirely objective, quantitative criteria. This, coupled with the unmatched depth of fund data, results in a unique level of prestige and ensures the award has lasting value. Renowned fund data and proprietary methodology is the foundation of this prestigious award qualification, recognizing excellence in fund management. Find out more at www.lipperfundawards.com.
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper.
The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly.
Compass Conservative Balanced (Series F1) was awarded the 2025 LSEG Lipper Fund Award in the Canadian fixed income balanced award category for 10 years ending July 31, 2025, out of a classification total of 53 funds. Performance for the Fund for the period ended July 31, 2025 for Series F1: 8.63% (1 year), 8.59% (3 years), 6.22% (5 years) and 5.94% (10 years).
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, Compass Portfolios and ATBIS Pools. ATBIM is a wholly owned subsidiary of ATB Financial and is a licensed user of the registered trademark ATB Wealth.
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 do not take into account sales, redemption, distribution 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.