INVESTING WITH ATB:
MUTUAL FUNDS

Mutual Funds, stocks and bonds are available to you through ATB Investor Services. An ATB Investor Services advisor will work with you to structure an investment portfolio that’s right for you.

Mutual funds own different types of investments, depending upon their investment objectives. The value of these investments will change from day to day, reflecting changes in interest rates, economic conditions, market, and company news. As a result, the value of a mutual fund’s units may go up and down, and the value of your investment in a mutual fund may be more or less when you redeem it than when you purchased it.

Compass Portfolio Series:

The Compass Portfolio Series is a comprehensive set of strategically diversified investment portfolios. They feature some of the world's leading investment managers and are suitable to a wide range of investors through one simple solution.

• Compass Portfolio Series Reports (including Annual Reports, Prospectus, and more.)
• View current Prices, Performance, and Distributions for the Compass Portfolio Series

ATB Money Market Fund:

ATB's Money Market Fund offers attractive benefits to investors with different needs. It is ideal if you want to invest for short-term goals like saving for a car or a trip, or to keep your funds liquid. It offers interest income, and provides the security you want with minimal investment risk. The ATB Money Market Fund is available in Series A, F, and I units.

• ATB Money Market Fund (Series A) Fact Sheet (PDF - 1497k)
• ATB Money Market Fund (Series I) Fact Sheet (PDF - 1494k)

For more information about our service or solutions, call 1-888-ATB-FUND (1-888-282-3863), or contact any ATB Financial Branch. For the address of the locations, please browse this site using the Branch Locator.

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