Navigate Up
Sign In

Investment Solutions

You want to know where your investment is going to take you.


Compass Portfolio Series Mutual Funds

​​Everyone has goals, but for years only a few had access to the opportunities best suited to achieve them. This changed in 2002 when ATB Investment Management Inc. created a series of mutual funds exclusively available to Albertans based on the kinds of successful portfolio models once only reserved for institutions and the ultra wealthy.

It’s now one of Canada’s well regarded portfolio programs.

compassportfolios.com

Compass Portfolios are different from other mutual funds in that we incorporate all of our best ideas into one portfolio program. Serving the needs of conservative, low-risk investors to aggressive long-term investors. The Portfolio offers six different investment options that consider the needs of Albertans to guide them in the right direction.

  1. Conservative
    "My investment has to be secure, but I want higher return potential and liquidity than GICs."
  2. Conservative Balanced
    "This investment is safe, but I also have the opportunity for steady growth."
  3. Balanced
    "Investments should grow steadily, but also defend against large value fluctuations."
  4. Balanced Growth
    "I’m willing to accept value fluctuations over short periods for my investment to grow over time."
  5. Growth
    "My goals require high level investment growth and I’m okay with fluctuations in value."
  6. Maximum Growth
    "I’m committed to doing everything possible to achieve the maximum return on my investment and am comfortable with fluctuations in value."

No matter what option you choose, your Compass Portfolio will feature:

  • Diversified design: Varied by geography and industry, Compass Portfolios are modeled to withstand shocks to individual investments.
  • External sub-advisor: Each portfolio has been built from the guidance of some of Canada’s leading investment experts.
  • Low fees: We strive to keep costs low, leaving your money where it belongs—in your pocket.

Invest in Compass

​​
​​​
​​ATB Investment Management Inc. (“ATBIM”) manages the Compass Portfolio Series and the ATBIS Pools. ATBIM, ATB Securities Inc. (“ATBSI”), and ATB Insurance Advisors Inc. are wholly owned subsidiaries of ATB Financial and operate under the trade name ATB Investor Services.

​​Mutual Funds are not insured by the Canada Deposit Insurance Corporation, nor guaranteed by ATBIM, ATBSI, ATB Financial, the province of Alberta, any other government or any government agency. Commissions, trailing commissions, management fees, and expenses may all be associated with mutual fund investments. Read the fund offering documents provided before investing. The Compass Portfolio Series and ATBIS Pools includes investments in other mutual funds. Information on these mutual funds, including the prospectus, is available on the internet at www.sedar.com.

Opinions, estimates, and projections contained herein are subject to change without notice and ATBIM does not undertake to provide updated information should a change occur. This information has been compiled or arrived at from sources believed reliable but no representation or warranty, expressed or implied, is made as to their accuracy or completeness. ATB Financial, ATBIM and ATBSI do not accept any liability whatsoever for any losses arising from the use of this report or its contents.

The information on this website is not, and should not be construed as, an offer to sell or a solicitation of an offer to buy any investment. This report may not be reproduced in whole or in part; referred to in any manner whatsoever; nor may the information, opinions, and conclusions contained herein be referred to without the prior written consent of ATBIM.
​​​
GlassdooreSSENTIAL Accessibility™Diversity and InclusionATB Listens

About ATB | Contact Us | Find a Branch or ABM | Current Rates | Privacy and Security | Legal | Code of Conduct | Site Map | Vendor Resources

2017 ATB Financial. All rights reserved. ®ATB Financial is a trade name/registered trademark of Alberta Treasury Branches.

ATB Financial