US Equity Pool Fund
Get diverse, well-managed US equities exposure with ATB Investment Management Inc.
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 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 24, 2023 | ATBIS US Equity - Fund Facts - Series 'A' |
| March 24, 2023 | ATBIS US Equity - Fund Facts - Series 'F1' |
| March 24, 2023 | ATBIS US Equity - Fund Facts - Series '0' |
| September 30, 2022 | ATBIS US Equity - Quarterly Portfolio Disclosure |
| December 31, 2022 | ATBIS Pools US Equity - Quarterly Performance Report - Series F1 |
| December 31, 2022 | ATBIS Pools US Equity - Quarterly Performance Report - Series O |
| December 31, 2021 | ATBIS US Equity - PFIC Investor Statement |
| December 31, 2022 | ATBIS US Equity - Management Report of Fund Performance (MRFP) |
| June 30, 2022 | ATBIS US Equity - Semi-Annual Management Report of Fund Performance (MRFP) |
| June 30, 2022 | ATBIS US Equity - Proxy Voting Record |
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 Investment Management Canada Ltd., BMO Asset Management 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 from ATB Investment Management Inc.
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.
Compass Portfolios is a trademark of ATB Financial.
ATB Wealth experts are ready to listen.
Whether you're a beginner or an experienced investor, we can help.
Email: atbwealth@atb.com