Compass Portfolios win investment excellence awards
Compass Portfolios awarded for outstanding risk-adjusted performance in 2024
Today, ATB Investment Management (ATBIM) announced that two of its funds have won 2024 Fundata FundGrade A+® Awards. The FundGrade A+® Award is given annually to investment funds and their managers who have shown consistent, outstanding, risk-adjusted performance throughout the year.
We are proud to have our funds recognized again this year for the results they deliver to our clients. I would like to acknowledge the dedication and expertise of our investment management team and our sub-advisory partners that contributed to this achievement. These awards reflect the ongoing commitment to delivering strong risk-adjusted returns for our clients over the long term.
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 2024, the two Funds that won FundGrade A+ awards were:
| Fund name | CIFSC category | Fund count | FundGrade start date | FundGrade calc date |
| Compass Conservative Balanced Portfolio | Canadian Fixed Income Balanced | 73 | 2014-12-31 | 2024-12-31 |
| Compass Conservative Portfolio | Canadian Fixed Income Balanced | 73 | 2014-12-31 | 2024-12-31 |
Both funds are multi-time FundGrade A+ award winners, with the Compass Conservative and Compass Conservative Balanced Portfolios winning 13 years in a row in the Canadian Fixed Income Balanced category.
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 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. 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 www.FundGradeAwards.com. 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 2024 Fundata FundGrade A+ Awards in the Canadian Fixed Income Balanced (out of 73 funds). Performance for the fund for the period ended December 31, 2024 is as follows: 7.93% (1 year), 2.15% (3 years), 4.85% (5 years), 4.28% (10 years) and 4.82% (since inception-December 2002).
Compass Conservative Balanced Portfolio was recognized for outstanding fund performance at the 2024 Fundata FundGrade A+ Awards in the Canadian Fixed Income Balanced (out of 73 funds). Performance for the fund for the period ended December 31, 2024 is as follows: 9.41% (1 year), 2.56% (3 years), 5.31% (5 years), 4.83% (10 years) and 5.69% (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.