Invest for the medium-to-long term with reduced volatility bonds
The Fixed Income Pool Fund provides diverse, well-managed fixed-income investments issued by Canadian governments and Canadian and international corporations.
This fund is ideal if you’re an investor looking to limit your exposure to market volatility in exchange for moderate returns. It also helps diversify your fixed income asset class exposure by both manager and credit quality.
Pool Funds are managed by ATB Investment Management Inc.
We use the deep expertise of our portfolio managers who utilize sub-advisors to help execute on their strategy. Our sub-advisors are continually evaluated by our portfolio managers on their performance, investment philosophy and security selection process to ensure we manage risk and deliver sustainable returns.
Documents
| Date | Document (PDF) |
|---|---|
| March 26, 2021 | ATBIS Fixed Income - Fund Facts - Series 'A' |
| March 26, 2021 | ATBIS Fixed Income - Fund Facts - Series 'F1' |
| March 26, 2021 | ATBIS Fixed Income - Fund Facts - Series '0' |
| March 31, 2021 | ATBIS Fixed Income - Quarterly Portfolio Disclosure |
| September 30, 2021 | ATBIS Pools Fixed Income - Quarterly Performance Report - Series F1 |
| September 30, 2021 | ATBIS Pools Fixed Income - Quarterly Performance Report - Series O |
| Dec. 31, 2020 | ATBIS Fixed Income - PFIC Investor Statement |
| Dec. 31, 2020 | ATBIS Fixed Income - Management Report of Fund Performance (MRFP) |
| Jun. 30, 2021 | ATBIS Fixed Income - Semi-Annual Management Report of Fund Performance (MRFP) |
| Aug. 19, 2019 | ATBIS Fixed Income - Proxy Voting Record |
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 expertise 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.
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.
ATB Wealth experts are ready to listen.
Whether you're a beginner or an experienced investor, we can help.
Email: atbwealth@atb.com