TORONTO, June 11 /CNW/ - To meet the growing demand among Canadians for
increased foreign exposure in their investment portfolios, AIM Trimark
Investments today launched two global equity funds, AIM Global First Class and
Trimark Global Small Companies Class. Trimark Canadian Bond Private Pool - a
more tax-efficient bond fund for the non-registered accounts of affluent
investors - was also introduced.
The new offerings build from existing positions of strength in the AIM
and Trimark fund families.
AIM Global First Class
AIM Global First Class offers a unique defensive approach to global
investing, using the same proven investment discipline that has contributed to
the long-term success of AIM Canadian First Class: a focus on protecting
capital. Both Funds are overseen by Glen Hilton who has proven expertise
investing in companies the world over. He also serves as the highly regarded
lead manager of AIM Global Value Fund (available only to U.S.-based
investors). Hilton is supported by investment analyst Glen Hayashi.
Trimark Global Small Companies Class
The newest addition to the Trimark small companies lineup offers
investors a concentrated portfolio of some of the most attractive small-cap
opportunities worldwide. Led by Rob Mikalachki and co-managed by Ted Chisholm,
with Virginia Au as investment analyst, the team is also responsible for
Trimark Canadian Small Companies Fund and Trimark U.S. Small Companies Class,
which was a two-time winner of the Canadian Investment Award's Best U.S. Small
and Mid Cap Equity Fund of the Year (2005 and 2006) and the 2007 winner of the
Lipper Award for Best U.S. Small/Mid Caps Equity Fund over three years.
"Canadians are realizing that to confine themselves to the domestic
equity market is to miss out on a world of investment opportunity," says
Patrick Farmer, AIM Trimark's Chief Investment Officer and Head of North
American Retail Investments for INVESCO. "We have the quality solutions that
people are looking for, all of which share a common goal. That is, helping
investors to achieve long-term investment success."
Trimark Canadian Bond Private Pool
Trimark Canadian Bond Private Pool provides a more tax-efficient way to
participate in bond investing in a non-registered plan. Unlike typical bond
funds, interest income earned from the Private Pool's underlying bond holdings
will be effectively re-characterized as capital gains for tax purposes,
providing the potential for higher after-tax returns. Of the three levels
offered by AIM Trimark's tax-efficient flexible distribution series, T-FLEX,
investors seeking a steady monthly cash flow from their investment can also
take advantage of the 4% annual target distribution level.
The Private Pool invests in Series I units of the highly rated Trimark
Canadian Bond Fund, one of Canada's leading bond funds. This Fund has been
providing investors with strong risk-adjusted returns for more than 12 years
and is managed by the Trimark fixed-income team led by Rex Chong, with Anthony
Imbesi and Alfred Samson as co-managers and Gary Lew as investment analyst.
All of the new funds are part of AIM Trimark Corporate Class Inc., which
provides investors with tax-efficient switch options.
AIM Trimark Investments is one of Canada's largest investment management
companies, with over C$51.9 billion(*) in assets under management. AIM Trimark
has become one of Canada's largest and most successful investment management
firms by adhering to proven investment disciplines that build and protect
investors' wealth and by putting investors' interests first. AIM Trimark is a
subsidiary of U.K.-based INVESCO PLC, a leading independent global investment
manager dedicated to helping people worldwide build their financial security.
INVESCO has approximately US$483.1 billion(*) in assets under management and is
listed on the London, New York and Toronto stock exchanges with the symbol
"IVZ". INVESCO operates in 19 countries world-wide with over 5,000 employees.
(*) As at April 30, 2007
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 from AIM Trimark Investments.
For further information:
For further information: Aysha Mawani, Public Relations Manager, Tel:
(416) 324-7712, email@example.com