Invesco Intactive™ enhanced to meet evolving investor needs

Accumulation Portfolios now available in corporate class structure

TORONTO, April 28 /CNW/ - Invesco Trimark is pleased to announce that it is meeting the needs of the many advisors and investors who are seeking tax-deferral opportunities within the Invesco Intactive™ suite of simply better portfolios™.

Effective today, the company's lineup of five Invesco Intactive Accumulation Portfolios is also available within a mutual fund corporation structure, allowing investors in non-registered accounts to enjoy the benefit of switching between funds in the corporation without triggering an immediate taxable disposition.

"Making our Invesco Intactive Accumulation Portfolios available in the corporate class structure is a nice benefit for our clients," said Jamie Kingston, Senior Vice President of Product Management and Development at Invesco Trimark. "The response to Invesco Intactive has exceeded our expectations, and we believe that creating these corporate class portfolios provides investors with more options and greater flexibility. We've made a strong product offering even better."

Collectively named Invesco Intactive Accumulation Portfolio Classes, each of the new corporate class portfolios, by investing in the corresponding Invesco Intactive Accumulation Portfolio, offers the same features and benefits of the Portfolios:

  • Strategic asset allocation through complementary investment styles, asset classes and geography
  • Tactical asset allocation on a portion of each Portfolio, designed to capitalize on near-term opportunities and provide added downside protection
  • A true combination of actively managed funds and index-based strategies, including PowerShares® Funds and exchange-traded funds (ETFs)
  • Diversification using asset classes that have historically outperformed in various major economic environments
  • Hedging of approximately half the foreign currency exposure in each Portfolio, seeking to reduce the currency risks of investing beyond Canada

The Invesco Intactive Accumulation Portfolio Classes are available with the same purchase options and management and advisory fees (MAFs) as the trusts. In addition, Invesco Trimark is pleased to offer a new Series PF purchase option on all Invesco Intactive Accumulation Portfolio Classes. Series PF combines the benefits of Series P with Series F (whereby investors hold a fee-based account with their dealer).

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 prospectus before investing. Copies are available from your advisor or Invesco Trimark Ltd.

Invesco Trimark Ltd. is one of Canada's largest investment management companies. A subsidiary of Invesco Ltd., Invesco Trimark offers a diversified suite of investment solutions to institutions, organizations, companies and individual investors across Canada and around the world. Invesco is a leading independent global investment manager, 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 company is listed on the New York Stock Exchange under the symbol IVZ. Additional information is available at www.invesco.com.

Invesco and all associated trademarks are trademarks of Invesco Holding Company Limited, used under licence. PowerShares and all associated trademarks are trademarks of Invesco PowerShares Capital Management LLC. Trimark and all associated trademarks are trademarks of Invesco Trimark Ltd.

SOURCE Invesco Trimark Ltd.

For further information:

Stephen Lee
AVP, Communications
Tel: 416.324.7668
stephen.lee@invescotrimark.com

Aysha Mawani
Vice President, Corporate Affairs
Tel: 647.338.2947
aysha.mawani@invescotrimark.com

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