Wins 12th investment award in 10 years
TORONTO, Feb. 6, 2013 /CNW/ - Trimark Investments, part of Invesco Canada Ltd., was honoured once again at the annual Canadian Lipper Fund Awards ceremony held last night in Toronto. Taking top spot in the Global Small/Mid Cap Equity Fund category over 3 years, Trimark Global Small Companies Class was named best fund out of 24 funds.
The Lipper Fund Awards pay tribute to those funds that have excelled in delivering consistently strong risk-adjusted performance, relative to their peers.
"This latest recognition from Lipper is further evidence that Trimark's disciplined, value-oriented investment style continues to drive performance that is among the best in the Canadian investment industry," said Peter Intraligi, President, Invesco Canada. "Through some extremely challenging markets the Trimark Investments team's unwavering commitment to our time-tested discipline is clearly paying off for investors."
This Lipper win is the most recent in a number of investment awards bestowed on the wider Trimark Investments team over the years, and the twelfth for the Trimark Small-Cap Equities team in the past decade1.
"In an environment like today's, where uncertainty is rampant, global investing is more important than ever," said Rob Mikalachki, Trimark Investments Head of Small-Cap Equities and lead manager on Trimark Global Small Companies Class. "It gives you the flexibility to search jurisdictions anywhere in the world to find the very best investment ideas; an approach that has proven to be a winning strategy for delivering lasting value to our investors."
With Trimark Global Small Companies Class, Mikalachki, Virginia Au and Jason Whiting invest in a focused portfolio of exceptional small-cap companies throughout the world with sustainable competitive advantages and demonstrated growth potential.
This is the second win in recent months for the team, after Trimark U.S. Small Companies Class was named best U.S. Small/Mid Cap Equity Fund at the Morningstar Canadian Investment Awards in November 2012.
To learn more about Trimark funds, visit www.invesco.ca/trimark.
1 Morningstar Canada awards: 2005 Trimark U.S. Small Companies Class - Best U.S. Small/Mid Cap Equity Fund; 2006 Trimark U.S. Small Companies Class - Best U.S. Small/Mid Cap Equity Fund; 2007 Trimark U.S. Small Companies Class - Best U.S. Small/Mid Cap Equity Fund; 2009 Trimark U.S. Small Companies Class - Best U.S. Small/Mid Cap Equity Fund; 2011 Trimark U.S. Small Companies Class - Best U.S. Small/Mid Cap Equity Fund; 2012 Trimark U.S. Small Companies Class - Best U.S. Small/Mid Cap Equity Fund
Lipper Canada awards: 2007 Trimark U.S. Small Companies Class - Best U.S. Small/Mid Cap Equity Fund (3 year); 2012 Trimark U.S. Small Companies Class - Best U.S. Small/Mid Cap Equity Fund (1 year); 2012 Trimark U.S. Small Companies Class - Best U.S. Small/Mid Cap Equity Fund (3 year); 2012 Trimark Canadian Small Companies Fund - Best Canadian Focused Small/Mid Cap Equity Fund (1 year); 2012 Trimark Global Small Companies - Best Global Small/Mid Cap Equity Fund (1 year)
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.
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 retail, institutional and high-net-worth 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.
Invesco is a registered business name of 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., 2013
Morningstar Research Inc. is a Canadian subsidiary of Chicago-based
Morningstar, Inc., a leading provider of independent investment
research in North America, Europe, Australia and Asia. The company
offers an extensive line of products and services for individuals,
financial advisors and institutions. Morningstar provides data on more
than 385,000 investment offerings, including stocks, mutual funds and
similar vehicles, along with real-time global market data on more than
8 million equities, indexes, futures, options, commodities and precious
metals, in addition to foreign exchange and Treasury markets.
Morningstar also offers investment management services through its
registered investment advisor subsidiaries and has approximately $195
billion in assets under advisement or management as of Sept. 30, 2012.
The company has operations in 27 countries.
The Lipper Fund Awards recognize funds that have excelled in delivering consistently strong risk-adjusted performance, relative to peers. In addition, the Lipper Fund Awards recognizes fund families with high average scores for all funds within a particular asset class or overall. The calculation periods extend over 12, 36, 60 and 120 months and ends at October-end of the respective evaluation year. Statuettes are awarded to winning funds over three years within the 20 largest classifications according to assets under management. The Lipper Leader Methodology is subject to change every month. More information is available at www.lipperweb.com.
SOURCE Invesco Canada Ltd.