ATB wins a 2020 Refinitiv Lipper Award for investment excellence

New recognition in the Canadian Fixed Income Balanced category

By Alison Gates 25 November 2020 3 min read

2020 Lipper Fund Award

ATB is clearing some space on the trophy shelf.

In recognition of investment excellence, ATB Investment Management Inc. (ATBIM), a subsidiary of ATB Financial, has been awarded a 2020 Refinitiv Lipper® Fund Award.

ATBIM earned the award for the CompassTM Conservative Balanced Portfolio Series A, Best Fund over the past 10 years in the Canadian Fixed Income Balanced category. There were 56 funds in this category.

Winners were announced on November 19 on the fund award’s website. This is the 6th time ATBIM has received one or more Lipper awards

“We are thrilled to receive this recognition,” said Ursula Holmsten, President of ATB Wealth. “It is a true honour to be recognized in this way amongst our talented, professional peers. We thank our teams for continuing to work tirelessly to serve Alberta investors and help them reach their investment goals.”

“The Refinitiv Lipper Fund Awards celebrate exceptional investment management. In a year of dramatic change across the global economy, climate, the environment and political cultures, it has never been more important to have your investments entrusted with talented and experienced professionals. The Refinitiv Lipper Fund Awards recognize those exceptional managers and fund management groups who navigate these changes and steer your savings into outperforming returns,” said Robert Jenkins, Head of Research, Lipper, Refinitiv.

“We at Refinitiv congratulate the 2020 Refinitiv Lipper Fund Award winners for delivering outstanding performance to their investors and wish ATB Investment Management continued success.”

About ATB Investment Management Inc.

ATB Investment Management Inc. manages the Compass Portfolios and ATBIS Pools, and is the asset management division for ATB Financial. ATB Investment Management Inc., ATB Securities Inc. (Member, Investment Industry Regulatory Organization of Canada; Member, Canadian Investor Protection Fund) and ATB Insurance Advisors Inc. are wholly owned subsidiaries of ATB Financial and operate under the trade name ATB Wealth. ATB Financial is a registered trademark.

Compass Conservative Balanced Fund was awarded the 2020 Refinitiv Lipper Fund Award in the Canadian Fixed Income Balanced category for the ten year period ending July 31, 2020 out of a total of 56 funds. Funds are ranked against their peers on each of four measures: Total Return, Consistent Return, Preservation, and Expense. A fifth measure, Tax Efficiency, applies in the United States. Scores are subject to change every month and are calculated for the following periods: 3-year, 5-year, 10-year, and overall. The overall calculation is based on an equal-weighted average of percentile ranks for each measure over 3-year, 5-year, and 10-year periods (if applicable). For each measure, the highest 20% of funds in each peer group are named Lipper Leaders. The next 20% receive a rating of 4; the middle 20% are rated 3; the next 20% are rated 2, and the lowest 20% are rated 1. For more information, see Lipper leader methodology document. Performance for the fund for the period ended July 31, 2020 is as follows: 6.42% (10 years). The corresponding Lipper Leader ratings of the fund for the same period are as follows: 5 (10 years). 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.


The Refinitiv 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 Refinitiv 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 Refinitiv Lipper Fund Award.

For more information, see Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.

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