Trimark co-founder receives Career Achievement Award
TORONTO, Nov. 29, 2012 /CNW/ - Invesco Canada took top honours in two
categories at the 18(th) annual Morningstar Canadian Investment Awards and
Gala held last night in Toronto. These awards are designed to help identify
fund managers that have added the greatest value for investors. The winning
-- Trimark U.S. Companies Fund - Best U.S. Equity Fund
-- Trimark U.S. Small Companies Class - Best U.S. Small/Mid Cap
In the past 10 years, Trimark's small cap team currently comprised of Rob
Mikalachki, Jason Whiting and Virginia Au, has garnered 11 separate awards,
including 6 Canadian Investment Awards(1 )and 5 Lipper Canada Awards(2),
recognizing the team's outstanding performance.
"It's always gratifying to be recognized for strong performance; we are very
proud to receive this prestigious award," said Mr. Mikalachki, head of
small-cap equities with Trimark Investments.
Arthur Labatt honoured
Invesco Canada congratulates Trimark co-founder Arthur Labatt, who was
presented with the Career Achievement Award at last night's gala. Trimark was
founded in 1981, a time when equity investors faced formidable headwinds; the
economy was in recession and interest rates were nearly 20%.
Despite these challenges, Labatt and his fellow co-founders built the company
into one of Canada's premier asset managers, thanks to an investment
discipline that buys only top-quality companies, trading at a discount.
The Trimark discipline remains in place today as part of Invesco Canada.
The company is also pleased to be a finalist in seven additional categories,
-- Best Fund of Funds/Wrap - Invesco Intactive
-- Best Canadian Small/Mid Cap Equity category - Trimark Canadian
Small Companies Fund
-- Best Global Equity Fund category -Trimark Global Endeavour Fund
-- Best Global Small/Mid Cap Equity Fund category- Trimark Global
Small Companies Class
-- Best International Equity Fund category - Invesco International
-- Best Use of Technology category - Invesco Canada's iPad App
-- Best Canadian Investment Marketing Award - Invesco Intactive
"For over 30 years, we have been committed to providing investors with a
disciplined approach to investing that puts long-term performance first," said
Peter Intraligi, President of Invesco Canada. "These awards are a welcome
recognition of that commitment."
(1) 2005 Trimark U.S. Small Companies Class - Best U.S. Small Mid-cap Equity
Fund, 2006 Trimark U.S. Small Companies Class - Best U.S Small Mid-cap Equity
Fund, 2007 Trimark US Small Companies Class -Best U.S Small Mid-cap Equity
Fund, 2009 Trimark U.S Small Companies Class - Best U.S Small Mid-cap Equity
Fund, 2011 Trimark U.S. Small Companies Class - Best U.S Small Mid-cap Equity
(2 )2007 Trimark U.S. Small Companies Class - Best U.S. Small Mid-Cap Equity
Fund (3 year), 2012 Trimark U.S. Small Companies Class- Best U.S. Small
Mid-cap Equity Fund (1 year), 2012 Trimark U.S. Small Companies Class- Best
U.S Small Mid-cap Equity Fund (3 year); 2012 Trimark Canadian Small Companies
Fund- Best Canadian Focused Small Mid-cap Equity Fund (1 year); 2012 Trimark
Global Small Companies - Best Global Small Mid-cap Equity Fund (1 year)
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 Invesco Canada Ltd.
Invesco Canada Ltd., operating under three distinct yet complementary product
brands (Trimark, Invesco and PowerShares), is one of Canada's largest
investment management companies. 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
Invesco is a registered business name of 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., 2012
Morningstar Research Inc. is a Canadian subsidiary of Chicago-based
Morningstar, Inc., a leading provider of independent investment research in
North America, Europe, Australia, and Asia. The company offers an extensive
line of products and services for individuals, financial advisors, and
institutions. Morningstar provides data on more than 385,000 investment
offerings, including stocks, mutual funds, and similar vehicles, along with
real-time global market data on more than 8 million equities, indexes,
futures, options, commodities, and precious metals, in addition to foreign
exchange and Treasury markets. Morningstar also offers investment management
services through its registered investment advisor subsidiaries and has
approximately $195 billion in assets under advisement or management as of
Sept. 30, 2012. The company has operations in 27 countries.
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. The calculation periods
extend over 12, 36, 60, and 120 months and ends at October-end of the
respective evaluation year. Statuettes are awarded to winning funds over three
years within the 20 largest classifications according to assets under
management. The Lipper Leader Methodology is subject to change every month.
More information is available at www.lipperweb.com.
Aysha Mawani Vice President, Corporate Affairs Tel: 416.324.7712
SOURCE: Invesco Canada Ltd.
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