Toronto-based Invesco Canada Ltd. launched several funds on Friday to enhance its Invesco Private Wealth program.
The program provides preferred pricing to affluent investors who work with a financial advisor, through Invesco Canada’s Private Investor series (Series P). Investors who choose a fee-based account may access the program through Series PF.
Series P and Series PF are reserved exclusively for investors with at least $100,000 in household assets invested in Invesco Canada funds. This threshold is within reach for many families as investors may link their personal accounts with those held by their spouse or family members residing at the same address.
The new funds available through the program include:
• Invesco Canadian Balanced Fund
• Invesco European Growth Class
• Trimark Global Balanced Fund
• Trimark Global Endeavour Fund
• Trimark Income Growth Fund
• Trimark Select Balanced Fund
As well, Invesco announced that the Trimark Global Balanced Class Fund is now available in Series PF4 and PF6, which combine the benefits of fee-based accounts with Invesco Private Wealth and Invesco Canada’s T-FLEX series, which delivers a tax-efficient income stream. Additionally, Trimark Global Balanced Class and Trimark Global Dividend Class are both now available in Series F4 and F6. Both series provide investors in fee-based accounts with access to Invesco Canada’s T-FLEX series.
Finally, Invesco Canada now offers U.S.-dollar purchase options for the following Series P and Series PF funds:
• Invesco International Growth Class
• Trimark Global Balanced Fund
• Trimark Global Balanced Class
• Trimark Global Endeavour Fund
• Trimark Global Endeavour Class
• Trimark Global Fundamental Equity Class
• Trimark U.S. Companies Class
With today’s additions, Invesco Private Wealth now includes 41 actively managed mutual funds, delivered through 104 separate series.