Trimark Select Balanced

Growth of $10,000

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Fund Returns updated daily. Category and Index returns updated monthly.
Investment Objective and Strategy
The fund seeks to generate capital growth and income over the long term. The fund invests primarily in Canadian equities, fixed-income securities of Canadian issuers, both government and corporate, and foreign equities and fixed-income securities.

Morningstar’s Take

Contact Information

Address 5140 Yonge Street, Suite 900
Toronto, ON M2N 6X7
Canada
Telephone 800-874-6275
416-590-9855
Website www.invesco.ca

Minimum Investments

  CAD
Initial 500
Additional 50
Closed to All Investors No
Closed to New Investors No

Sale

Country Registered For Sale
Canada
Country Available For Sale
Canada

Advisor Information

Fund Inception 01/12/1989
Name of Issuer Invesco Canada Ltd.
Fund Advisor(s) Invesco Canada Ltd.
Subadvisor(s) Invesco Advisers, Inc.

Management

  Start Date
Ian Hardacre 15/02/1999
Anthony Imbesi 30/09/2002
Gary Lew 30/09/2004
Alfred Samson 16/05/2005
Jason Whiting 17/11/2005
Alan Mannik 01/12/2010
Eric Mencke 30/06/2012