AIM Trimark today announced the extension of its tax-efficient flexible distribution series (T-FLEX) to 14 additional funds, bringing the total funds offering the feature to 17 funds.
The T-FLEX extension will offer investors broad asset category representation that provides the major building blocks of a well-diversified portfolio.
T-FLEX provides investors with the choice of up to three annual target distribution levels of 4%, 6% or 8% to generate a steady tax-efficient monthly cash flow stream from their investment. Each T-FLEX series is structured to pay out a fixed, monthly distribution that will be reset at the end of each calendar year.
The following funds now offer the T-FLEX series:
- AIM Canadian Balanced Fund;
- AIM Canadian First Class;
- AIM Trimark Core Canadian Balanced Class;
- Trimark Canadian Plus Dividend Class;
- Trimark Diversified Income Class;
- Trimark Fund;
- Trimark Global Balanced Fund;
- Trimark Global Dividend Class;
- Trimark Income Growth Fund;
- Trimark Select Balanced Fund;
- Trimark Select Canadian Growth Fund;
- Trimark Select Growth Fund.
The following private pools now offer the T-FLEX series:
- Trimark Canadian Bond Private Pool;
- Trimark Canadian Equity Private Pool;
- Trimark Global Equity Private Pool;
- Trimark Monthly Income Private Pool;
- Trimark World Balanced Private Pool
.