Diverse, well-managed US equities to balance your portfolio.
Invest in US companies
The US equities in this pool range over various sectors and company sizes, bringing balance to your portfolio.
Invest for the long haul
These equities are ideal for the long-term investor, comfortable with volatility and looking for exposure to US companies.
Invest with expert management
Our pool investments are managed by arms-length sub-advisors continually evaluated on the basis of their performance, philosophy and process.
Key product details
| Series | F1 (eligible with fee-based accounts)1 |
| Risk rating | Medium |
| Performance | Check past performance2 |
| Fees (as of December 31, 2019) | 0.80% |
| Minimum initial investment | $1000 |
| Minimum additional investment | $100 |
| Currency | CAD |
| Distribution frequency | Annual |
Frequently Asked Questions
Investors who:
- have a long-term investment horizon
- are looking for long-term capital appreciation
- are willing to accept volatility in the value of their investments and medium investment risk
- wish to diversify their asset class exposure by manager and management style
This fund may not be a good fit for you if you have a short-term investment horizon or are looking for a steady source of income.
The US Equity Pool investments are managed and benefit from the expertise of advisors from BlackRock Investment Management Canada Ltd., BMO Asset Management and Mawer Investment Management Ltd.
Ready to get started?
Everyone knows it's smart to diversify your portfolio. Decide exactly how much to invest in US equities, then watch your value grow!
Find the investment solution that's right for you.
Invest in Canadian equities
Canadian Equity Pool
Round out your portfolio with Canadian equities. Customize the balance of your investments and your exposure to Canadian markets.
Long-term international growth
International Equity Pool
Invest beyond borders with international equities. Customize your exposure to stocks in global markets.
Steady income
Fixed Income Pool
Enjoy a steady stream of income and modest growth and helps preserve your savings.
Other series are available. Read a detailed description of the series offered, or explore the Compass Portfolio website to learn more.
Unit values of mutual funds will fluctuate and past performance isn't an indication of future results. Before investing, review the important investor information and disclosures.
The Compass Portfolios and ATBIS Pools are a group of mutual funds managed by ATB Investment Management Inc.. There are six mutual funds in the Compass Portfolios and, and four ATBIS Pools. For more information on Compass Portfolios or investing in mutual funds please continue reading or refer to the prospectus.
Compass Portfolios is a trademark of ATB Financial.