TORONTO, Feb. 24, 2014 /CNW/ - Invesco Canada Ltd. ("Invesco") today
announced further enhancements to its Invesco Private Wealth program
with the addition of Series O. This new series offers investors
preferred pricing, reduced expenses and the ability to negotiate
Series O is available on the following select funds:
Trimark Canadian Fund
Trimark Income Growth Fund
Trimark Global Balanced Fund
Trimark Global Endeavour Fund
Trimark U.S. Companies Fund
Series O provides enhanced transparency by unbundling management and
investment advisory fees. These fees are charged directly to an
investor's account, potentially making them tax-deductible for
"This new series is designed for advisors and investors seeking the
greatest possible transparency in the cost of their investments," said
Jamie Kingston, Senior Vice President, Product Development and
Management, Invesco Canada. "At Invesco, we believe transparency is
vital, because an informed investor is an empowered investor."
Series O delivers preferred pricing with additional tiered management
fee discounts at $500,000, $1 million and $5 million in assets. To
qualify for Series O, a client must invest in aggregate a minimum of
$250,000 in Series O units of funds.
Client and family household accounts invested in Series O can be linked
to create a "financial/household group" in order to reach the minimum
A financial/household group can include accounts held by the primary
client, his or her spouse and any additional family members residing at
the same address, as well as corporate accounts invested in Series O
for which members of the financial/household group beneficially own
more than 50% of the voting equity.
To learn more about Invesco Private Wealth and Series O, 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 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.
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.
For further information:
Vice President, Corporate Affairs