Diverse, well-managed securities to balance your portfolio.
Invest for the medium-to-long term
Predictable returns and modest volatility make our fixed-income investments perfect for investors with a medium-to-longer-term investment horizon.
Invest in government and corporate bonds
These fixed-income investments are issued by Canadian governments and Canadian and international corporations denominated in Canadian dollars.
Invest with respected, high-quality 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 |
| Performance | Check past performance2 |
| MER (June 30, 2024) | 0.61%3 |
| Minimum initial investment | $1000 |
| Minimum additional investment | $100 |
| Currency | CAD |
| Distribution frequency | Semi-annual |
Frequently Asked Questions
Investors who:
- have a short-term investment horizon
- are looking to earn interest income with potential for some capital appreciation
- are willing to accept modest fluctuations in the value of their investments and low investment risk
- wish to diversify their asset class exposure by investment manager and management style
- want professional advice in choosing and monitoring their asset mix
This fund is not a good fit for you if you're looking for long-term capital appreciation.
The Fixed Income Pool investments are managed and benefit from the investment talent of advisors from BlackRock Investment Management Canada Ltd., BMO Asset Management, Canso Investment Counsel Ltd and CMLS Financial Ltd.
Ready to get started?
If you're looking for stable returns, decide exactly how much to invest in fixed-income securities, 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.
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.
Other series are available. Read a detailed description of the series offered, or visit the ATB Investment Management Inc. site.
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 Management expense ratio (MER) is based on total expenses (excluding commissions and other Portfolio transaction costs), and the Portfolio's proportionate share of the MER, if applicable, of any underlying funds and exchange traded funds in which the Portfolio has invested, allocated to that series for the stated period and is expressed as an annualized percentage of daily average net asset value during the period.
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 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.
Visit the ATBIM site for more information and related documents, including the ATB Funds Prospectus, ATBIS Pools Annual Report, Fund Facts and Management Report of Fund Performance.