Invesco Private Wealth offers clients more investment choices

TORONTO, Aug. 8, 2014 /CNW/ - Due to tremendous investor demand, Invesco Canada today announced the addition of several mutual funds and U.S.-dollar purchase options to its Invesco Private Wealth program, as well as adding two funds to its fee-based T-FLEX series.

"Advisors asked for a greater range of Invesco Canada funds to be made available through Invesco Private Wealth," said Jamie Kingston, Senior Vice President, Product Management and Development, Invesco Canada. "We look forward to expanding the program further based on client needs."

Invesco Private Wealth provides preferred pricing to affluent investors who work with a financial advisor, through Invesco Canada's Private Investor series (Series P). Investors who choose a fee-based account may access the program through Series PF.

The following funds are now available in Series P and PF:

  • Invesco Canadian Balanced Fund
  • Invesco European Growth Class
  • Trimark Global Balanced Fund
  • Trimark Global Endeavour Fund
  • Trimark Income Growth Fund
  • Trimark Select Balanced Fund

Trimark Global Balanced Class is now also available in Series PF4 and PF6, which combine the benefits of fee-based accounts with Invesco Private Wealth and Invesco Canada's T-FLEX series, which delivers a tax-efficient income stream.

Additionally, Trimark Global Balanced Class and Trimark Global Dividend Class are both now available in Series F4 and F6. Both series provide investors in fee-based accounts with access to Invesco Canada's T-FLEX series.

At the same time, Invesco Canada added a U.S.-dollar purchase option for the following Series P and Series PF funds:

  • Invesco International Growth Class
  • Trimark Global Balanced Fund
  • Trimark Global Balanced Class
  • Trimark Global Endeavour Fund
  • Trimark Global Endeavour Class
  • Trimark Global Fundamental Equity Class
  • Trimark U.S. Companies Class

With today's additions, Invesco Private Wealth now includes 41 actively managed mutual funds, delivered through 104 separate series.

Series P and Series PF are reserved exclusively for investors with at least $100,000 in household assets invested in Invesco Canada funds. This threshold is within reach for many families as investors may link their personal accounts with those held by their spouse or family members residing at the same address.

Investors may also qualify for additional tiered management-fee rebates on higher asset levels. These rebates may be reinvested or received in cash.

To learn more, please visit www.invesco.ca.

About Invesco Canada Ltd.

Invesco Canada Ltd., operating under three distinct yet complementary product brands (Trimark, Invesco and PowerShares), is one of Canada's leading investment management companies. A subsidiary of Invesco Ltd., Invesco Canada's singular focus is on investment management, offering a diversified suite of solutions to institutions, organizations, companies and individual investors across Canada and around the world. Additional information is available at www.invesco.ca.

About Invesco Ltd.

Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our clients around the world. Operating in more than 20 countries, the firm is listed on the New York Stock Exchange under the symbol IVZ. Additional information is available at www.invesco.com.

Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the simplified prospectus before investing. Copies are available from your advisor or Invesco Canada Ltd.

This piece was produced by Invesco Canada Ltd.

* Invesco® and all associated trademarks are trademarks of Invesco Holding Company Limited, used under licence. Trimark®, Knowing pays® and all associated trademarks are trademarks of Invesco Canada Ltd.

© Invesco Canada Ltd., 2014

SOURCE Invesco Canada Ltd.



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