Investor Information

These ATB Investment Management Inc. documents contain selected important information to help you make informed investment decisions and understand your rights as an investor.

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Simplified Prospectus

Date Document
March 24, 2023 ATB Funds Simplified Prospectus 2023

Fund Facts - Series 'A'

Fund Facts - Series 'F1'

Fund Facts - Series 'O'

Fund Facts - Series 'P'

Quarterly Portfolio Disclosure

Quarterly Performance Reports - Series 'A'

Quarterly Performance Reports - Series 'F1'

 Quarterly Performance Reports - Series 'O'

Annual and Semi-Annual Reports

Date Document
December 31, 2022 Compass Annual Report 2022
June 30, 2022 Compass Semi-Annual Report 2022
December 31, 2022 ATBIS Pools Annual Report 2022
June 30, 2022 ATBIS Pools Semi-Annual Report 2022

PFIC Reporting

Management Reports of Fund Performance (MRFP)

Semi-Annual Management Reports of Fund Performance

Annual Information Form

Date Document
March 26, 2021 Annual Information Form

Independent Review Committee

Date Document
March 13, 2023 2022 Report to Security Holders

Proxy Voting Record

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