ATBIM receives 2024 LSEG Lipper Fund Awards
ATBIM’s Compass Conservative Balanced Series F1 fund recognized again.
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 at an event in Toronto on November 6, 2024. A list of winners is published on the fund award’s website and in the Globe & Mail.
"We are once again honoured and thrilled to be recipients of the prestigious Lipper Fund Award," said Joe Wong, Managing Director, Portfolio Management and Lead Portfolio Manager. "The recognition speaks to the success of the investment philosophy and process at ATBIM, as well as the expertise, skill and diligence the portfolio management team and all our internal and external partner teams bring to deliver results for our clients. We are proud of everyone at ATBIM and look forward to continued excellence and helping our clients achieve their investment goals in the years ahead."
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 Compass Portfolios and the 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 2024 LSEG Lipper Fund Award in the Canadian fixed income balanced award category for 10 years ending July 31, 2024, out of a classification total of 59 funds. Performance for the Fund for the period ended July 31, 2024 for Series F1: 11.74% (1 year), 3.12% (3 years), 6.27% (5 years) and 5.79% (10 years).
Compass Conservative Balanced (Series F1) was awarded the 2024 LSEG Lipper Fund Award in the Canadian fixed income balanced award category for 5 years ending July 31, 2024, out of a classification total of 72 funds. Performance for the Fund for the period ended July 31, 2024 for Series F1: 11.74% (1 year), 3.12% (3 years), 6.27% (5 years) and 5.79% (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 Compass Portfolios and the 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.