Funds managed by Trimark's Small-Cap Equity team multiple award winners
TORONTO, Feb. 10, 2012 /CNW/ - Invesco Canada received seven prestigious awards at the annual Canadian Lipper Fund Awards ceremony held last night in Toronto. The Lipper Fund Awards program celebrates funds that have consistently provided investors with unparalleled risk-adjusted performance, in relation to their peer group.
"Invesco is extremely pleased to be honoured yet again for providing investors with some of the very best investment solutions available," said Peter Intraligi, President, Invesco Canada. "By investing with purpose, prudence and diligence, Invesco's fund managers take an intentional approach to money management that is clearly paying off for investors by providing them with award-winning performance."
The winning funds were:
Trimark U.S. Small Companies Class, Series A - U.S. Small/Mid Cap Equity Fund category, 1 and 3 years (ranked #1 out of 29 & 28 eligible funds (respectively))
The multi-award-winning Trimark Small-Cap Equity team of Rob Mikalachki, Virginia Au and Jason Whiting capitalizes on the inefficiencies of the small-cap market by investing in choice small-cap U.S. companies with demonstrated growth potential. In addition to its Lipper Award wins, this Fund also won in its category at the most recent Morningstar Canadian Investment Awards.
Trimark Global Endeavour Class, Series A - Global Small/Mid Cap Equity Fund category, 3 years (ranked #1 out of 31 eligible funds)
Investing in businesses that are among the very top in their industries, long-tenured portfolio managers Jeff Hyrich and Erin Greenfield act with resolve to construct a focused portfolio of leading mid-cap companies from around the world that they believe offer sustainable competitive advantages.
Invesco Intactive Diversified Income Portfolio, Series A - Global Fixed Income Balanced Fund category, 1 year (ranked #1 out of 30 eligible funds)
This Portfolio, like all Invesco Intactive Accumulation Portfolios, is engineered to outperform across major economic environments. By investing in a diversified mix of mutual funds, PowerShares® Funds and exchange-traded funds (ETFs) - and by including assets that have historically performed well under different economic conditions - the portfolio management team looks to generate both income and capital growth.
Trimark Canadian Small Companies Fund, Series A - Canadian Focused Small/Mid Cap Equity Fund category, 1 year (ranked #1 out of 29 eligible funds)
Using their hallmark care and foresight, Rob, Virginia and Jason invest in a concentrated portfolio of high-quality businesses run by talented management teams, but only at what they feel are great valuations. Primarily concentrating on small-cap Canadian companies, the team invests with determination to seek out industry-leading companies with distinct competitive advantages.
Trimark Diversified Yield Class, Series P - Global Equity Balanced Fund category, 1 year (ranked #1 out of 140 eligible funds)
Led by veteran portfolio manager Rory Ronan, in conjunction with fixed-income specialist Rex Chong, the management team seeks to generate total return by identifying leading companies that are undervalued compared with their growth prospects. As the Fund has a highly flexible mandate, investors can benefit from a diverse mix of domestic and foreign equity and fixed-income securities, including high-yield, investment grade, preferred shares and convertible debt.
Trimark Global Small Companies Class, Series A - Global Small/Mid Cap Equity Fund category, 1 year (ranked #1 out of 34 eligible funds)
With this Fund, Rob, Virginia and Jason strive to achieve long-term growth by investing in a focused portfolio of excellent small-cap companies throughout the globe that have sustainable competitive advantages, demonstrated growth potential and that are attractively priced relative to their prospective earnings and cash flows.
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. For a detailed explanation please review the Lipper Leaders methodology document on www.lipperweb.com. The Lipper Fund Awards are formally announced each year at ceremonies which take place in 23 countries in Asia, Europe, MENA, and the Americas.
Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. The indicated rates of return are the historical annual compounded total returns, including changes in security values and reinvestment of all distributions, and do not take into account sales, redemption, distribution or optional charges, or income taxes payable by any securityholder, which would have reduced returns. The Invesco Intactive Accumulation Portfolios are Invesco Canada mutual funds that invest in a portfolio of underlying Invesco Canada mutual funds and exchange-traded funds. 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 Invesco Canada Ltd.
The following standard performance data is as at January 31, 2012, Trimark U.S. Small Companies Class (Series A): 1-year, 14.65%; 3-year, 26.30%; 5-year, 1.18%; and since inception (August 2002), 7.01%. Trimark Global Endeavour Class (Series A): 1-year, 6.20%; 3-year, 22.48%; 5-year, -3.21%; and since inception (August 2002), 4.49%. Invesco Intactive Diversified Income Portfolio (Series A): 1-year, 6.05%; 3-year, 9.63%; 5-year, 1.99%; and since inception (May 2005), 2.80%. Trimark Canadian Small Companies Fund (Series A): 1-year, 3.69%; 3-year, 23.55%; 5-year, 2.76%; 10-year, 7.56% and since inception (May 1998), 9.81%. Trimark Diversified Yield Class (Series P): 1-year, 2.06%; 3-year, 13.36%; 5-year, 3.95%; and since inception (June 2006), 2.32%. Trimark Global Small Companies Class (Series A): 1-year, 9.05%; 3-year, 24.94%; and since inception (June 2007), -1.70%.
Lipper disclaimer: Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Users acknowledge that they have not relied upon any warranty, condition, guarantee, or representation made by Lipper. Any use of the data for analyzing, managing, or trading financial instruments is at the user's own risk. This is not an offer to buy or sell securities. Some funds may be excluded from award contention if, in the opinion of Lipper's Research staff, the portfolio no longer meets Lipper's classification requirements or has undergone too many classification changes or changed classifications recently. The calculation periods end at October 31, 2011.
A subsidiary of Invesco Ltd., Invesco Canada offers a diversified suite of investment solutions to institutions, organizations, companies and individual investors across Canada and around the world. 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 and all associated trademarks are trademarks of Invesco Holding Company Limited, used under licence. Trimark and all associated trademarks are trademarks of Invesco Canada Ltd. © Invesco Canada Ltd., 2012
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Vice President, Corporate Affairs