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Invesco Private Wealth Offers Fully Unbundled Series O

TORONTO, Feb. 24, 2014 /CNW/ - Invesco Canada Ltd. ("Invesco") today announced further enhancements to its Invesco Private Wealth program with the addition of Series O. This new series offers investors preferred pricing, reduced expenses and the ability to negotiate advisor compensation.

Series O is available on the following select funds:
  • Trimark Canadian Fund
  • Trimark Income Growth Fund
  • Trimark Fund
  • Trimark Global Balanced Fund
  • Trimark Global Endeavour Fund
  • Trimark U.S. Companies Fund

Series O provides enhanced transparency by unbundling management and investment advisory fees. These fees are charged directly to an investor's account, potentially making them tax-deductible for non-registered assets.

"This new series is designed for advisors and investors seeking the greatest possible transparency in the cost of their investments," said Jamie Kingston, Senior Vice President, Product Development and Management, Invesco Canada. "At Invesco, we believe transparency is vital, because an informed investor is an empowered investor."

Series O delivers preferred pricing with additional tiered management fee discounts at $500,000, $1 million and $5 million in assets. To qualify for Series O, a client must invest in aggregate a minimum of $250,000 in Series O units of funds.

Client and family household accounts invested in Series O can be linked to create a "financial/household group" in order to reach the minimum investment qualification.

A financial/household group can include accounts held by the primary client, his or her spouse and any additional family members residing at the same address, as well as corporate accounts invested in Series O for which members of the financial/household group beneficially own more than 50% of the voting equity.

To learn more about Invesco Private Wealth and Series O, please visit

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

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 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

This piece was produced by Invesco Canada Ltd.

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