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Compass Conservative Portfolio F1 (0P0000YAEP)

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15.425 +0.020    +0.11%
14/11 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 1.89B
Compass Conservative Portfolio F1 15.425 +0.020 +0.11%

0P0000YAEP Overview

 
On this page you'll find an in-depth profile of Compass Conservative Portfolio F1. Learn about the key management, total assets, investment strategy and contact information of 0P0000YAEP among other information.
Category

Canadian Fixed Income Balanced

Total Assets

1.89B

Expenses

Inception Date

Oct 31, 2011

Contact Information

Address 9888 Jasper Avenue
Edmonton,AB T5J 1P1
Canada
Phone 1-855-386-2282
Fax 403 228 5243

Top Executives

Name Title Since Until
Joseph Wong - 2022 Now
Biography 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.
Scott Lacombe - 2022 2024
Biography Scott serves as the supporting portfolio manager for the Compass Portfolios. Scott is an experienced investment professional with over 10 years of experience focused on asset allocation and multi-asset portfolio management. He holds a bachelor of commerce from the University of Alberta, and is a CFA charterholder.
Elizabeth Lunney Portfolio Manager 2020 2022
Biography Liz leads portfolio management for ATB Investment Management Inc. including the oversight of the Compass Portfolios, ATBIS Pools as well as Private Investment Counsel. Her portfolio management career began in 1987 as a Portfolio Manager at Alberta Teachers Retirement Fund, and later took on the role of President at Fiduciary Trust, a subsidiary of Franklin Templeton. Liz joined ATB Wealth in 2019. Liz is a CFA charterholder and a University of Alberta graduate with a Bachelor of Commerce degree.
Gene Hochachka CIO (Chief Investment Officer) 2004 2020
Biography Gene Hochachka is Chief Investment Officer of ATB Investor Services and for ATB Investment Management’s Compass Portfolio Series of mutual funds. A Chartered Financial Analyst (CFA) and MSc graduate of the University of British Columbia, Gene joined ATB Investor Services in 2004 as a Portfolio Strategist. Prior to this time, Gene spent eight years as a quantitative financial analyst with Phillips, Hager & North Investment Management.
Sheldon Dyck Other Executives 2011 2014
Biography Sheldon Dyck is the CEO of ATB Investor Services and Chief Investment Officer for ATB Investment Management's award winning Compass Portfolio Series of mutual funds. A Chartered Financial Analyst (CFA), Harvard Business School alumnus, and member of Mensa Canada, Sheldon founded the wealth management arm of ATB Financial in 2002. Since then, ATB Investor Services has grown to manage more than $10 billion in assets in over 240 communities.
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