Compass Portfolios win FundGrade A+ awards

Another win for investment excellence for Compass Portfolios

Image provided by Fundata Canada Inc. for FundGrade A+ award

We are pleased to announce that two ATB Investment Management Funds were awarded FundGrade A+ awards at last night’s Annual Evening of Excellence event in Toronto. 

"These awards are a testament to the great work being done by our entire team in delivering long-term success with our clients’ financial well-being in mind," said Ian Filderman, President of ATBIM. "With the challenging economic conditions over the past few years, I’m proud of our achievements while staying true to our disciplined investment process and philosophy."

The FundGrade A+® Award from Fundata Canada Inc. is given annually to investment funds and their managers who have shown consistent, outstanding, risk-adjusted performance throughout the year. The FundGrade A+® award rating system identifies funds that have been consistent FundGrade A-Grade performers over the past year. It’s the only objective rating system based on risk-adjusted returns available in the market. 

Achieving a FundGrade A+® Rating denotes inclusion in an exclusive group, because only about 6% of eligible investment fund products available in Canada have received a FundGrade A+® rating.

For 2023, the two Funds that won FundGrade A+ awards were:

Compass Conservative Portfolio
Compass Conservative Balanced Portfolio

Both funds are multi-time FundGrade A+ award winners, with the Compass Conservative and Compass Conservative Balanced Portfolios winning 12 years in a row in the Canadian Fixed Income Balanced category. 

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 FundGrade A+ awards

Learn more about the Fundata FundGrade A+ awards here.

FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year, ratings are subject to change each month. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.


Compass Conservative Portfolio was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Canadian Fixed Income Balanced (out of 234 funds). Performance for the fund for the period ended December 31, 2023 is as follows: 8.86% (1 year), 1.43% (3 years), 4.85% (5 years), 4.24% (10 years) and 4.67% (since inception-December 2002). 

Compass Conservative Balanced Portfolio was recognized for outstanding fund performance at the 2023 Fundata FundGrade A+ Awards in the Canadian Fixed Income Balanced (out of 234 funds). Performance for the fund for the period ended December 31, 2023 is as follows: 9.53% (1 year), 1.90% (3 years), 5.33% (5 years), 4.24% (10 years) and 5.52% (since inception-December 2002). 

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 securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.