Compass Portfolio Series

Award-winning investment vehicles and disciplined strategies on your side.

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  • Choose your region & advisor to learn more about Compass

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Details

Overview

ATB Investment Management Inc. created the Compass Portfolio Series mutual funds exclusively for Albertans to give them full access to a portfolio model normally reserved for institutions and the ultra wealthy. Our six portfolios are designed to meet a range of investment needs from conservative, lower-risk investors all the way to more aggressive. Compass has weathered severe economic storms and grown steadily since its inception in the early 2000s, thanks to our steadfast investment philosophy, discipline and focus on hand-picking excellent investment managers. It's a simple yet sophisticated solution that helps you achieve your goals — and that's the best reward we could ever receive.

Pricing

  • Interest earned
  • Investment Plan
    • Whether it's saving for start-up or expansion, ATB Investment Management Inc. is here to help you reach your financial goals. These mutual funds focus on the long-term. Through a philosophy of diversification, disciplined strategies and low fees, our investment managers help you build the foundation for a robust financial future.

Additional Information

  • Other features

    Here are a few reasons Compass Portfolios are different from other mutual funds:

    • Portfolio design: Compass Portfolios are diversified by geography and industry, so you can withstand shocks to individual sectors.
    • External investment managers: Instead of relying solely on an in-house team, we seek out and leverage the expertise of some of the best investment managers in Canada.
    • Disciplined strategies: We make calculated decisions that keep you moving towards your definition of success.
    • Low fees: ATB Investment Management Inc. is one of the lowest-cost investment managers in Canada—on average half-a-percent less annually than our competitors.
  • Notes
    • Unit values of mutual funds will fluctuate and past performance is not an indication of future results.
    • ATB Investment Management Inc. ("ATBIM”) manages the Compass Portfolio Series. ATBIM and ATB Securities Inc. ("ATBSI") are wholly owned subsidiaries of ATB Financial, and may operate under the registered trademark ATB Wealth.
    • Mutual Funds are not insured by the Canada Deposit Insurance Corporation, nor guaranteed by ATB Financial, ATBIM, ATBSI, the province of Alberta, any other government or any government agency.
    • Additional information about the Compass Portfolio Series and other important disclosures may be found in the helpful links.

Details

Overview

ATB Investment Management Inc. created the Compass Portfolio Series mutual funds exclusively for Albertans to give them full access to a portfolio model normally reserved for institutions and the ultra wealthy. Our six portfolios are designed to meet a range of investment needs from conservative, lower-risk investors all the way to more aggressive. Compass has weathered severe economic storms and grown steadily since its inception in the early 2000s, thanks to our steadfast investment philosophy, discipline and focus on hand-picking excellent investment managers. It's a simple yet sophisticated solution that helps you achieve your goals — and that's the best reward we could ever receive.

Pricing

  • Interest earned
  • Investment Plan
    • Whether it's saving for start-up or expansion, ATB Investment Management Inc. is here to help you reach your financial goals. These mutual funds focus on the long-term. Through a philosophy of diversification, disciplined strategies and low fees, our investment managers help you build the foundation for a robust financial future.

Additional Information

  • Other features

    Here are a few reasons Compass Portfolios are different from other mutual funds:

    • Portfolio design: Compass Portfolios are diversified by geography and industry, so you can withstand shocks to individual sectors.
    • External investment managers: Instead of relying solely on an in-house team, we seek out and leverage the expertise of some of the best investment managers in Canada.
    • Disciplined strategies: We make calculated decisions that keep you moving towards your definition of success.
    • Low fees: ATB Investment Management Inc. is one of the lowest-cost investment managers in Canada—on average half-a-percent less annually than our competitors.
  • Notes
    • Unit values of mutual funds will fluctuate and past performance is not an indication of future results.
    • ATB Investment Management Inc. ("ATBIM”) manages the Compass Portfolio Series. ATBIM and ATB Securities Inc. ("ATBSI") are wholly owned subsidiaries of ATB Financial, and may operate under the registered trademark ATB Wealth.
    • Mutual Funds are not insured by the Canada Deposit Insurance Corporation, nor guaranteed by ATB Financial, ATBIM, ATBSI, the province of Alberta, any other government or any government agency.
    • Additional information about the Compass Portfolio Series and other important disclosures may be found in the helpful links.

Start with the right advice from an ATB Advisor


  • Choose your region & advisor to learn more about Compass

You May Also Like