Invest in US companies
The US Equity Pool Fund provides diverse, well-managed international equities to balance your portfolio. The US equities in this pool are diversified across sectors and company sizes, in order to bring balance to your portfolio.
This fund is ideal if you’re an investor with a long term investment horizon that is comfortable with volatility and has a desire for exposure to US companies.
Pool Funds are managed by our expert sub-advisors
We use the deep expertise of sub-advisors to manage our US Equity Pool. Our sub-advisors are continually evaluated on their performance, philosophy and security selection process to ensure we manage risk and deliver the greatest potential returns for your portfolio.
|Aug. 20, 2019||ATBIS US Equity - Fund Facts - Series 'A'|
|Aug. 20, 2019||ATBIS US Equity - Fund Facts - Series 'F1'|
|Aug. 20, 2019||ATBIS US Equity - Fund Facts - Series '0'|
|Mar. 31, 2019||ATBIS US Equity - Quarterly Portfolio Disclosure|
|May 31, 2019||ATBIS US Equity - PFIC Investor Statement|
|Dec. 31, 2018||ATBIS US Equity - Management Report of Fund Performance (MRFP)|
|Jun. 30, 2019||ATBIS US Equity - Semi-Annual Management Report of Fund Performance (MRFP)|
|Aug. 19, 2019||ATBIS US Equity - Proxy Voting Record|
Frequently Asked Questions
- 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 and Mawer Investment Management Ltd.
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.