0P00019NP5.TO - ATBIS Canadian Equity Pool O

Toronto - Toronto Delayed Price. Currency in CAD

ATBIS Canadian Equity Pool O

9888 Jasper Avenue

Management Information
,Lead Manager since January 17, 2022
Joseph Wong, CFA Joe serves as the lead portfolio manager for the Compass Portfolios. Joe is an experienced investment professional with over 20 years working in asset allocation, multi-asset portfolio management, risk modelling and investment analysis. His expertise is centred around a deep understanding of the underlying analytics that can drive the risk and return characteristics of bonds and equities. Joe is a CFA charterholder and completed his education in Australia. He holds a master of commerce degree from the University of New South Wales and a bachelor of economics from Macquarie University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilyATB Investment Management
Net Assets89.11M
YTD Return4.36%
Morningstar RatingN/A1
Inception DateSep 21, 2016

Fund Operations

Last Dividend0.33
Last Cap GainN/A
Holdings Turnover45.70%
Average for CategoryN/A

Fees & Expenses

Expense0P00019NP5.TOCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A