Pool Funds

US Equity Pool Fund

Get diverse, well-managed US equities exposure for your portfolio.

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.

Check past performance

Documents

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 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!

ATB Wealth experts are ready to listen.

Whether you're a beginner or an experienced investor, we can help.