ATB Investment Management awarded 2023 LSEG Lipper Fund Award for investment excellence
Compass Conservative Balanced Portfolio receives recognition for best performance.
ATB Investment Management (ATBIM) has earned two awards for the Compass Conservative Balanced Portfolio Series F1 for Best Fund over 10 Years and Best Fund over 5 Years in the Canadian Fixed Income Balanced category.
Winners were announced on November 10 on the fund award’s website and in the Globe & Mail.
“We are thrilled that ATB Investment Management Inc. has received this prestigious recognition from Lipper once again,” said Joe Wong, Managing Director, Portfolio Management and Lead Portfolio Manager. “The awards highlight the dedication and expertise of our portfolio management team and all our partner teams within ATBIM, as we seek to deliver best-in-class investment performance and growing our clients’ wealth. We are proud of everyone at ATBIM and look forward to continued excellence and delivering for our clients.”
About ATB Investment Management Inc.
ATB Investment Management Inc. (ATBIM) manages the Compass Portfolios and ATBIS Pools. ATBIM and ATB Securities Inc. are wholly owned subsidiaries of ATB Financial and operate under the trade name of 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 2023 LSEG Lipper Fund Award in the Canadian fixed income balanced award category for 10 years ending July 31, 2023, out of a classification total of 60 funds. Performance for the Fund for the period ended July 31, 2023 for Series F1: 5.50% (1 year), 3.66% (3 years), 4.76% (5 years) and 5.88% (10 years).
Compass Conservative Balanced (Series F1) was awarded the 2023 LSEG Lipper Fund Award in the Canadian fixed income balanced award category for 5 years ending July 31, 2023, out of a classification total of 72 funds. Performance for the Fund for the period ended July 31, 2023 for Series F1: 5.50% (1 year), 3.66% (3 years), 4.76% (5 years) and 5.88% (10 years).
ATB Wealth consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. and ATB Securities Inc., are individually licensed users of the registered trade name ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and Canadian Investment Regulatory Organization.
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.