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Money Guide

Home

Investing with ATB:

Mutual Funds

A mutual fund is a pool of money contributed by investors with similar investment objectives. Investors in the mutual fund share the income, expenses, gains and losses that the fund makes on its investments, in proportion to the number of units they own.

Mutual funds own different types of investments, depending upon their investment objectives. The value of these investments will change from day to day, reflecting changes in interest rates, economic conditions, market, and company news. As a result, the value of a mutual fund’s units may go up and down, and the value of your investment in a mutual fund may be more or less when you redeem it than when you purchased it.

At ATB Investor Services we provide access to the world of investment funds. We act as your advocate to sort through the infinite combinations of investment products and providers to develop the best solution for you.

Compass Portfolio Series:

The Compass Portfolio Series is a comprehensive set of strategically diversified investment portfolios. They feature some of the world's leading investment managers and are suitable to a wide range of investors through one simple solution.

ATB Money Market Fund:

ATB's Money Market Fund offers attractive benefits to investors with different needs. It is ideal if you want to invest for short-term goals like saving for a car or a trip, or to keep your funds liquid. It offers interest income, and provides the security you want with minimal investment risk. The ATB Money Market Fund is available in Series A, F, and I units.

For more information about our service or solutions, call 1-888-ATB-FUND (1-888-282-3863), or contact any ATB Financial Branch. For the address of the locations, please browse this site using the Branch Locator.


 

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