Diverse, well-managed Canadian equities to balance your portfolio.
Invest in Canadian companies
The Canadian equities in this pool range over various sectors and company sizes, without the over-concentration in natural resources.
Invest for the long haul
These equities are ideal for the long-term investor, comfortable with volatility and looking for exposure to Canadian 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 | Low to medium |
| Performance | Check past performance2 |
| Fees (December 31, 2019) | 0.85% |
| 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 low-to-medium investment risk
- wish to diversify their asset class exposure by investment manager and management style
This fund is not a good fit for you if you have a short-term investment horizon or are looking for a steady source of income.
The Canadian Equity Pool investments are managed and benefit from the expertise of advisors from Cardinal Capital Management Inc., Cidel Asset Management Inc. 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 Canadian equities, then watch your value grow!
Find the investment solution that's right for you.
Invest in US equities
US Equity Pool
Round out your portfolio with US equities. Customize the balance of your investments and your exposure to US markets.
Invest in international equities
International Equity Pool
Invest beyond borders with international equities. Customize the balance of your investments and your exposure to global markets.
Invest in fixed-income securities
Fixed Income Pool
Enjoy a steady stream of income with modest growth aimed at preserving 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.
Related documents: ATBIS Pools Annual Report (PDF), ATBIS Funds Prospectus (PDF)
More related documents: Fund Facts (PDF), Fund Performance Management Report (PDF)