ATB Investment Management's Compass portfolios earn four Fundata FundGrade™A+ awards

EDMONTON, Feb. 9, 2017 /CNW/ - For the second year in a row, ATB Investment Management has claimed at least four of Fundata's annual FundGrade™A+ awards, which are presented to investment funds that have consistently achieved superior performance in their CIFSC category over the year. ATB's Compass Balanced Growth, Balanced, Conservative Balanced and Conservative portfolios all earned A+ status from Fundata for 2016.

"ATB has won its share of awards over the years, but what makes the Fundata awards special is that they are completely objective," said Chris Turchansky, President of ATB Investor Services. "These awards are based solely on the performance of the funds, and it demonstrates that our Compass funds had another solid year for Alberta investors."

Achieving a FundGrade™A+ Rating puts ATB Investment Management's Compass portfolios in an exclusive group. Less than four per cent of the investment fund products available in Canada have received a FundGrade™A+ rating, the highest rating a fund can achieve. Since its debut in 2013, the award has become a highly prized achievement in the Canadian investment funds industry.

"The current state of our economy and the market noise has many investors worried about their portfolio's performance," said Turchansky. "Our steadfast commitment to our philosophy of putting investors' interests first by focusing on protecting wealth while growing it responsibly, has been part of the reason why we've consistently been awarded the FundGrade™A+ Rating."

And with the introduction of innovations such as ATB Prosper, which allows investors to start an online investment portfolio in minutes, and ATB Investor Connect, a digital portal where clients can access their business and personal banking information, ATB Investor Services continues to work to make investing easier and more effective for Albertans.

"Many things can happen in any given year, and 2017 is not exception," added Turchansky. "Patience truly is an investment virtue. Investors who disregard the occasional bumps along the road and remain focused on the long term will be duly rewarded."

To learn more about the Fundata FundGrade™A+ awards, click here.


The FundGrade A+ rating is awarded annually and identifies funds that exhibit both the best risk-adjusted returns, as measured by a number of risk-adjusted performance ratios, as well as the highest level of performance consistency over the course of an entire calendar year. 

The FundGrade A+ rating is used with permission from Fundata Canada Inc., all rights reserved. Fundata is a leading provider of market and investment funds data to the Canadian financial services industry and business media. The FundGrade A+ rating identifies funds that have consistently demonstrated the best risk-adjusted returns throughout an entire calendar year. For more information on the rating system, please visit click here.

The Compass Portfolio Series of mutual funds is managed by ATB Investment Management ("ATBIM") and is sold through licensed distributors. ATBIM and ATB Securities Inc. ("ATBSI" - Member, Investment Industry Regulatory Organization of Canada; Member, Canadian Investor Protection Fund) are wholly owned subsidiaries of ATB Financial and operate under the trade name ATB Investor Services. ATBIM and ATBSI are licensed users of the registered trademark ATB Investor Services. Please visit for more information on the fee structure and MERs of the Compass Portfolio Series.

SOURCE ATB Financial

For further information: For more information or interview requests, please contact: Barry Strader, Corporate Reporter, ATB Financial, 780-495-1343 (office); 780-886-4398 (mobile),


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