Compass™ Portfolios
Making investing attainable for all Albertans.
Powering greater investment possibility
Mutual funds to help Canadians dream bigger, face the markets with resilience and realize their visions of wealth.
Something for everyone
Choose one of our Compass Portfolios or build a customized portfolio with equities and fixed-income investments from our ATBIS Pool funds.
Customized investment plans
Through diversification and disciplined strategies, our investment managers help you build your financial future's foundation.
Diversified portfolio design
Whether with a Compass Portfolio or a custom one, you can diversify by geography and industry to withstand shocks to individual sectors.
Respected investment managers
Instead of relying solely on an in-house team, we seek out and leverage external investment talent who are the best at what they do.
Low management fees
Fees matter, and ATB Investment Management Inc. is committed to managing costs, to provide you with the best value possible.
Investment solutions
Frequently Asked Questions
ATB Investment Management Inc. (ATBIM) manages the Compass Portfolio series and the ATBIS Pools.
Your investment will benefit from a nationwide pool of knowledge and experience. Instead of relying only on an in-house team, we seek out and leverage the expertise of respected, high-quality investment managers in Canada. We engage a team of arms-length (contracted) sub-advisors chosen for their multilevel expertise, philosophy, practices and performance history. Because these sub-advisors are not employees of ATB, their contracts are dependent on the continued performance of the portfolios they oversee—which means that if we think your investments aren't being adequately managed, we can put someone better-equipped on the job.
With investing, cost matters. Managing costs translates to lower pricing and more portfolio value for investors.
No. Mutual Funds aren't insured or guaranteed by the Canada Deposit Insurance Corporation, or guaranteed by ATB Financial, ATBIM, ATB Securities Inc., the province of Alberta, any other government or any government agency.
Our equity and fixed income investment pools contain some of the same individual components as ATB's Compass Portfolio mutual funds, but the big difference with our ATBIS Pool investments lies in the investor's ability to customize their own portfolio. While some investors prefer to work with an all-in-one portfolio solution like a Compass Portfolio, the Pool investments allow you to precisely balance your ratio of equities to fixed-income investments, and to customize your exposure to Canadian, US and international equities.
Ready to get started?
Just Starting Out? ATB Prosper makes it easy to create a plan, start investing, and follow your progress. Get started in about 5 minutes with as little as $100. Need to connect with an ATB Wealth Advisor? Give us a call.
Find the investment solution that's right for you.
Invest for stable, steady returns
Compass™ Conservative Portfolio
Get a high percentage of fixed-income securities plus a small exposure to equity to help shield you from market fluctuations.
Invest for income and steady growth
Compass™ Conservative Balanced Portfolio
Build income and capital appreciation with fixed-income investments and a small exposure to equity for steady growth potential.
Invest for the long haul
Compass™ Balanced Portfolio
Balance risk and reward with longer-term, lower-risk income investments that produce modest, stable returns.
Invest for sure and steady growth
Compass™ Balanced Growth Portfolio
Weather market fluctuations with a diverse group of equities balancing low-to-medium-risk investments designed for stable growth.
Invest for higher equity, higher rewards
Compass™ Growth Portfolio
Play the long game with a collection of Canadian and international equities with higher risk and higher potential returns.
Invest for the greatest potential growth
Compass™ Maximum Growth Portfolio
Invest in an internationally-diversified group of equities offering the highest potential growth of any Compass Portfolio.
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 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.