Invesco provides Canadian investors with unprecedented access
Introducing Invesco Intactive Portfolios
TORONTO, Sept. 16 /CNW/ - Invesco Trimark today introduces an investment solution designed to provide investors with access to many benefits, including one of the most precious commodities of all: peace of mind. In light of today's widespread economic uncertainties, investors need to feel confident that their portfolio is built to withstand constantly changing environments and volatile markets.
As announced on August 11, Invesco Trimark Dialogue Portfolios and Invesco Trimark Retirement Payout Portfolios have been redesigned and renamed Invesco Intactive Accumulation Portfolios and Invesco Intactive Target Date Portfolios, respectively. Together they form Invesco Intactive Portfolios, a full suite of better built portfolios designed to help investors build, protect and enjoy their wealth.
"Being part of Invesco enables us to bring a sophisticated product like Invesco Intactive Portfolios to the Canadian marketplace," said Jamie Kingston, Senior Vice President of Product Management and Development at Invesco Trimark, a subsidiary of Invesco. With over US$550 billion* in assets under management, Invesco is one of the world's largest independent investment managers. "By bringing together specialized investment capabilities from around the world of Invesco in a single investment solution, we can effectively address the evolving needs of investors."
Invesco Intactive™ provides access to:
- Portfolios diversified for different economic environments, seeking to provide better protection against inflationary and recessionary markets and to capitalize on opportunities in non-inflationary markets
- Strategic asset allocation to build better portfolios through complementary investment styles, asset classes and geography
- Tactical asset allocation on a portion of Invesco Intactive Accumulation Portfolios
- Currency hedging† to reduce the risks of investing beyond Canada
- A true combination of professionally managed mutual funds and index-based strategies, including PowerShares® Funds and exchange-traded funds (ETFs). The result is simply a better built portfolio at a low cost to investors
Strategic and tactical asset allocation responsibilities for Invesco Intactive Portfolios reside with Invesco Advisers, Inc.'s Global Asset Allocation team. Based in Atlanta, this team manages more than US$8 billion in assets* for clients worldwide.
Investors who want more information about how they can access the many exciting features and benefits of Invesco Intactive Portfolios should speak to their financial advisor or visit InvescoIntactive.ca.
* As at June 30, 2010
† Invesco Intactive Accumulation Portfolios hedge approximately half of the foreign currency exposure. Invesco Intactive Target Date Portfolios seek to hedge substantially all foreign currency exposure.
The Invesco Intactive Accumulation Portfolios and Invesco Intactive Target Date Portfolios are Invesco Trimark mutual funds that invest in a portfolio of underlying Invesco Trimark mutual funds and exchange-traded funds. A Portfolio may invest up to 10% of its net assets in gold, silver, derivatives with an underlying interest in gold or silver, and exchange-traded funds that invest, directly or indirectly, in gold or silver. The Portfolios are seeking relief from the Canadian securities regulatory authorities to increase this limit to 20%. Tactical asset allocation strategies are used on a portion of the Invesco Intactive Accumulation Portfolios. Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
General risk information
ETFs are not diversified investments.
This piece was not produced by Invesco PowerShares Capital Management LLC.
Shares of the PowerShares® Funds and of the underlying PowerShares ETFs are not in any way sponsored, endorsed, sold or promoted by any of the PowerShares® Funds' or PowerShares ETFs' underlying Index providers or their affiliates, and these companies make no representation or warranty, express or implied, as to the results to be obtained from the use of the Index. None of these companies are affiliated with Invesco Trimark Ltd., Invesco PowerShares Capital Management LLC or Invesco Advisers, Inc., nor any of their affiliates. Products are not sponsored, endorsed, sold or promoted by any of the Index providers, and the Index providers make no representation regarding the advisability of investing in these PowerShares® Funds.
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 20 countries, the company is listed on the New York Stock Exchange under the symbol IVZ. Additional information is available at www.invesco.com.
For further information:
Stephen Lee
AVP, Communications
Tel: 416.324.7668
[email protected]
Aysha Mawani
Vice President, Corporate Affairs
Tel: 647.338.2947
[email protected]
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