ATBIM Funds recognized for excellence with 2025 Fundata FundGrade A+ awards
Compass Portfolios awarded again for consistent & outstanding risk-adjusted performance
ATB Investment Management (ATBIM) is pleased to announce that three of its investment funds have been honoured with the prestigious 2025 Fundata FundGrade A+® Awards. This distinction is presented annually to funds and managers that have demonstrated superior consistency and outstanding risk-adjusted returns over the past year.
Receiving this recognition is a testament to the value, stability and resilience we strive to provide our clients. It highlights the collaborative expertise and unwavering commitment of our team and sub-advisory partners. We remain dedicated to navigating the markets with discipline to deliver strong, long-term results.
The FundGrade A+® rating is widely regarded as the industry standard for objective performance measurement. It identifies funds that have consistently achieved high grades throughout the year based purely on risk-adjusted returns.
Earning a FundGrade A+® rating places these funds in an elite tier of high-performing investment products available in the market.
For 2025, the three Funds that won FundGrade A+ awards were:
| Fund name | CIFSC category | Fund count* | FundGrade start date | FundGrade calc date |
| ATBIS Fixed Income Pool | Canadian Fixed Income | 110 | 12-31-2016 | 12-31-2025 |
| Compass Conservative Balanced Portfolio | Canadian Fixed Income Balanced | 69 | 12-31-2015 | 12-31-2025 |
| Compass Conservative Portfolio | Canadian Fixed Income Balanced | 69 | 12-31-2015 | 12-31-2025 |
Both Compass Portfolios are repeat winners, securing their 14th consecutive win in the Canadian Fixed Income Balanced category.
About ATB Investment Management Inc.
ATBIM is registered as a Portfolio Manager across various Canadian securities commissions with the Alberta Securities Commission (ASC) being its principal regulator. ATBIM is also registered as an Investment Fund Manager who manages the ATB Funds. ATBIM is a wholly owned subsidiary of ATB Financial and is a licensed user of the registered trademark ATB Wealth.
About FundGrade A+ awards
Learn more about the Fundata FundGrade A+ awards here.
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.
ATBIS Fixed Income Pool was recognized for outstanding fund performance at the 2025 Fundata FundGrade A+ Awards in the Canadian Fixed Income (out of 69 funds). Performance for the Series A fund for the period ended December 31, 2025 is as follows: 2.31% (1 year), 4.60% (3 years), 1.02% (5 years), and 2.31% (since inception-September 2016).
Compass Conservative Portfolio was recognized for outstanding fund performance at the 2025 Fundata FundGrade A+ Awards in the Canadian Fixed Income Balanced (out of 69 funds). Performance for the Series A fund for the period ended December 31, 2025 is as follows: 5.17% (1 year), 7.31% (3 years), 3.44% (5 years), 4.76% (10 years) and 4.83% (since inception-December 2002).
Compass Conservative Balanced Portfolio was recognized for outstanding fund performance at the 2025 Fundata FundGrade A+ Awards in the Canadian Fixed Income Balanced (out of 69 funds). Performance for the Series A fund for the period ended December 31, 2025 is as follows: 7.53% (1 year), 8.82% (3 years), 4.47% (5 years), 5.39% (10 years) and 5.77% (since inception-December 2002).
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.