TORONTO, Nov. 10, 2016 /CNW/ - Invesco Canada was honoured
with six awards at the 2016 Lipper Fund Awards, presented last
night in Toronto. The awards
showcase the company's breadth of offerings and geographically
diverse equity expertise.
"These awards recognize the strength of Invesco's full suite of
investments, ranging from our fundamentals-research driven active
funds to our factor-based ETFs," said Rob
Mikalachki, Chief Investment Officer of Trimark Investments,
a unit of Invesco Canada. "What all of our offerings have in common
is the pursuit of returns beyond those of the common
capitalization-weighted benchmark."
Trimark Emerging Markets Class (Series A) was best in the
Emerging Markets Equity category over the three-year period. Lead
manager Jeff Feng focuses on
attractively priced businesses that are based or active in emerging
markets and have solid competitive advantages.
Trimark International Companies Fund (Series A), co-managed by
Mr. Feng and Matt Peden, was named
best in the International Equity category for the three-year
period. The portfolio management team focuses on companies that
offer strong management, industry leadership and a demonstrated
commitment to securing a competitive advantage.
Trimark Europlus Fund (Series A) was best in the European Equity
category over the five-year period. Led by Mr. Peden, the Fund
looks for high-quality stocks located mainly in Europe, including Eastern Europe, that are attractively priced
relative to their historical earnings, cash flow and valuation
record to achieve long-term capital growth.
Also in the European Equity category, Invesco European Growth
Class (Series A) earned top honours for the 10-year period. Managed
by the Invesco International and Global Growth team in Austin, Texas, the team's investment process
identifies companies that possess, or exhibit the potential for,
accelerating or above-average earnings growth; analyzes the quality
and sustainability of earnings; and looks for reasonable
valuation.
Invesco Indo-Pacific Fund (Series A) topped the Asia Pacific
Equity category for the 10-year period. The Fund is managed by the
Invesco Perpetual team in Henley-on-Thames, U.K., which takes an active,
pragmatic and flexible approach that combines top-down and
bottom-up analyses. The team looks to own companies with
good-quality management teams and undervalued future earnings
streams.
PowerShares Canadian Dividend Index ETF (PDC) took home the
award for three-year performance in the Canadian Dividend &
Income Equity ETF category. The underlying index (Nasdaq Select
Canadian Dividend Index) is comprised of companies incorporated in
Canada, traded on a major Canadian
exchange, with a history of stable or increasing annual regular
dividend payments for the past five or more consecutive years.
For more information, please visit invesco.ca. You can
also connect with Invesco on Twitter (@InvescoCanada), LinkedIn,
Facebook, or through the Invesco Canada blog.
About Invesco Ltd.
Invesco Ltd. is an independent
investment management firm dedicated to delivering an investment
experience that helps people get more out of life. NYSE: IVZ;
invesco.com.
Trimark Emerging Markets Class (Series A) was awarded the 2016
Lipper Fund Award in the Emerging Markets Equity category for the
three-year period (out of 32 funds) ended July 31, 2016. Performance of Trimark Emerging
Markets Class (Series A) for the period ended October 31, 2016 is as follows: 16.71% (1 year),
11.09% (3 years), 8.27% (5 years) and 2.72% (since inception,
January 12, 2011). The corresponding
Lipper Leader ratings of the Fund for the same period are as
follows: N/A (1 year), 5 (3 years), 5 (5 years), N/A (10
years).
On April 5, 2013, Trimark Emerging
Markets Class's investment strategies and portfolio advisor were
changed. Its performance for the period prior to this date would
have been different had the current investment strategies and
portfolio advisor been in place during that period.
Trimark International Companies Fund (Series A) was awarded the
2016 Lipper Fund Award in the International Equity category for the
three-year period (out of 82 funds) ended July 31, 2016. Performance of Trimark
International Companies Fund (Series A) for the period ended
October 31, 2016 is as follows: 9.60%
(1 year), 13.46% (3 years), 15.57% (5 years) and 3.28% (10 years).
The corresponding Lipper Leader ratings of the Fund for the same
period are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 5
(10 years).
Trimark Europlus Fund (Series A) was awarded the 2016 Lipper
Fund Award in the European Equity Fund category for the five-year
period (out of 23 funds) ended July 31,
2016. Performance of Trimark Europlus Fund (Series A) for
the period ended October 31, 2016 is
as follows: -2.84% (1 year), 7.03% (3 years), 13.19% (5 years) and
3.32% (10 years). The corresponding Lipper Leader ratings of the
Fund for the same period are as follows: N/A (1 year), 5 (3 years),
5 (5 years), 4 (10 years).
Invesco European Growth Class (Series A) was awarded the 2016
Lipper Fund Award in the European Equity category for the 10-year
period (out of 22 funds) ended July 31,
2016. Performance of Invesco European Growth Class (Series
A) for the period ended October 31,
2016 is as follows: -5.60% (1 year), 5.07% (3 years), 10.42%
(5 years) and 3.04% (10 years). The corresponding Lipper Leader
ratings of the Fund for the same period are as follows: N/A (1
year), 4 (3 years), 4 (5 years), 3 (10 years).
Invesco Indo-Pacific Fund (Series A) was awarded the 2016 Lipper
Fund Award in the Asia Pacific Equity Fund category for the 10-year
period (out of 12 funds) ended July 31,
2016. Performance of Invesco Indo-Pacific Fund (Series A)
for the period ended October 31, 2016
is as follows: 9.10% (1 year), 9.38% (3 years), 12.06% (5 years)
and 5.71% (10 years). The corresponding Lipper Leader ratings of
the Fund for the same period are as follows: N/A (1 year), 1 (3
years), 5 (5 years), 4 (10 years).
PowerShares Canadian Dividend Index ETF (PDC) was awarded the
2016 Lipper Fund Award in the Canadian Dividend & Income
category for the three-year period (out of 10 funds) ended
July 31, 2016. Performance for PDC
for the period ended October 31, 2016
is as follows: 11.97% (1 year), 6.99% (3 years), 10.59% (5 years)
and 9.03% (since inception, June 8,
2011). The corresponding Lipper Leader ratings of the Fund
for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5
years), N/A (10 years).
From Thomson Reuters Lipper Awards, © 2016 Thomson Reuters. All
rights reserved. Used by permission and protected by the Copyright
Laws of the United States. The printing, copying, redistribution,
or retransmission of this Content without express written
permission is prohibited. www.lipperfundawards.com
The Thomson Reuters Lipper Fund Awards, granted annually,
highlight funds that have excelled in delivering consistently
strong risk-adjusted performance relative to their peers. The
Lipper Fund Awards are based on the Lipper Ratings for Consistent
Return, which is a risk-adjusted performance measure calculated
over 36, 60 and 120 month periods. The highest 20% of funds in each
category are named Lipper Leaders for Consistent Return and receive
a score of 5, the next 20% receive a score of 4, the middle 20% are
scored 3, the next 20% are scored 2 and the lowest 20% are scored
1. The highest Lipper Leader for Consistent Return in each category
wins the Lipper Fund Award. Lipper Leader ratings change monthly.
For more information, see www.lipperfundawards.com. Although
Thomson Reuters Lipper makes reasonable efforts to ensure the
accuracy and reliability of the data contained herein, the accuracy
is not guaranteed by Thomson Reuters Lipper.
Nasdaq®, OMX®, and Nasdaq OMX®
are registered trademarks of The Nasdaq OMX Group, Inc. ("Nasdaq
OMX") and LadderRite® is a registered trademark of
LadderRite Portfolios LLC ("LadderRite"). Nasdaq®,
OMX®, Nasdaq OMX® and LadderRite®
are collectively the "Marks". The Marks are used under licence to
PowerShares Capital Management LLC and Invesco Canada Ltd. The
Product(s) have not been passed on by Nasdaq OMX or LadderRite as
to their legality or suitability. The Product(s) are not issued,
endorsed, sold, or promoted by Nasdaq OMX or LadderRite, and Nasdaq
OMX AND LADDERRITE MAKE NO WARRANTIES AND BEAR NO LIABILITY WITH
RESPECT TO THE PRODUCT(S).
Commissions, management fees and expenses may be associated with
investments in mutual funds and exchange-traded funds (ETFs).
Trailing commissions may be associated with investments in mutual
funds. Mutual funds and ETFs are not guaranteed, their values
change frequently and past performance may not be repeated. The
indicated rates of return are the historical annual compounded
total returns, including changes in unit value 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. Please read the
simplified prospectus before investing. Copies are available from
your advisor or Invesco Canada Ltd.
Jeff Feng is the Head of
Emerging-Markets Equities for Invesco Hong Kong Ltd. Invesco Canada
has entered into a sub-advisory agreement with IHKL to manage
certain Trimark funds.
Invesco® and all associated trademarks are trademarks
of Invesco Holding Company Limited, used under licence.
PowerShares®, Leading the Intelligent ETF
Revolution® and all associated trademarks are trademarks
of Invesco PowerShares Capital Management LLC (Invesco
PowerShares), used under licence. Trimark®, Knowing
pays® and all associated trademarks are trademarks of
Invesco Canada Ltd.
Invesco is a registered business name of Invesco Canada
Ltd.
Invesco Perpetual is a business name of Invesco Asset Management
Ltd. Invesco Asset Management Ltd. and Invesco Advisers, Inc. are
both investment advisers that provide investment advisory services
and do not sell securities. Both are indirect, wholly owned
subsidiaries of Invesco Ltd.
© Invesco Canada Ltd., 2016
SOURCE Invesco Canada Ltd.