Leveraging the power of a global bond
leader
TORONTO, May 26, 2016 /CNW/ - Whether their goal is
to fund a comfortable retirement or to boost their monthly spending
power, Canadians are increasingly seeking income from their
investments.
To help investors meet their diverse income needs, Invesco
Canada has today launched Invesco Global Bond Fund and Trimark
Global Diversified Income Fund.
Both funds leverage the deep knowledge base of the Invesco Fixed
Income (IFI) team. With over 160 investment professionals and over
US$237 billion in assets under
management†, IFI is one of the largest fixed-income
teams in the world.
From their offices in Atlanta,
Chicago, Hong Kong, London, Louisville,
New York, Tokyo and
Toronto, IFI team members share
insights into the world's most important bond markets.
Global fixed income
For Canadian investors seeking
pure fixed-income exposure, Invesco Global Bond Fund is an actively
managed, global fixed-income strategy focused on delivering income
and growth. The Fund may serve as a complement to equities and
domestic bonds in an investor's overall portfolio.
Investing primarily in investment-grade debt securities of
governments, corporations and other issuers from around the world,
the Fund seeks to generate income and capital appreciation over the
long term.
The Fund is built upon a foundation of high-quality government
and corporate bonds, as well as structured bonds, such as
mortgage-backed and asset-backed securities. At least 75% of the
portfolio is allocated to investment-grade bonds. The Fund may also
invest up to 25% of assets in debt securities that are rated below
investment grade.
The Invesco Global Bond Fund is managed by Michael Hyman, Head of Investment Grade
Portfolio Management, IFI, Matthew
Brill, Senior Portfolio Manager, IFI, and Ray Uy, Head of Macro Research and Global
Multi-sector Portfolio Management, IFI.
"Adding high-quality global bonds to a portfolio may help to
provide income and diversify risk, assisting investors as they
weather rough markets," says Hyman. "The high-quality core of the
Fund is complemented by a variety of bonds that may boost income
potential and enhance diversification, including high-yield,
emerging-markets and other sector bonds."
A balanced global approach
Trimark Global Diversified
Income Fund was created for investors seeking global balanced
exposure for long-term capital growth and income. The Fund also
provides consistent cash flow for investors, through targeted
monthly distributions.
The equity portion of the Fund is managed by Michael Hatcher, Trimark Investments' Head of
Global Equities and Jeff Feng, Head
of Emerging-Markets Equities for Invesco Hong Kong Ltd.
The equity portfolio invests in high-quality global
dividend-paying companies, with the potential to achieve
sustainable dividend growth, while helping to lower volatility in
declining markets. It will typically consist of between 30 and 50
holdings.
The fixed-income portion invests in securities issued by
governments and corporations anywhere in the world. It will pursue
enhanced yield opportunities through diversified exposure to
multi-asset, investment-grade and/or below-investment-grade
fixed-income securities.
The fixed-income portion of the Fund will be managed by
Jennifer Hartviksen, Head of
Fixed-Income Investments for Trimark Investments and her
Toronto-based team.
Both Invesco Global Bond Fund and Trimark Global Diversified
Income Fund are available in Series, A, P, F and PF.
The Funds are also available as Platform Traded Funds (PTF),
which helps to reduce costs for clients and administrative burden
for advisors.
For more information, please visit invesco.ca. You can
also connect with Invesco Canada on Twitter (@InvescoCanada),
LinkedIn or Facebook, and get insights from the Trimark portfolio
managers on the Trimark Investments blog.
† Source: Invesco, as at March
31, 2016.
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
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 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.com.
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® 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., 2016
SOURCE Invesco Canada Ltd.