AIM Trimark Investments today introduced a new investment solution of professionally managed Private Pools designed to meet the distinctive needs of affluent investors.

The AIM Trimark Private Pools offer exclusive access to 12 pools from a range of investment mandates (including three currency-neutral options), and form part of a corporate class structure, which allows for switching between pools without triggering a taxable disposition.

Investors who choose AIM Trimark Private Pools, which have a minimum aggregate investment amount of $100,000, will also benefit from an attractive management fee with yet further preferred pricing on amounts over $500,000.

The Private Pools are the first AIM Trimark solutions to incorporate the new Lower Load 4 (LL4) purchase option, giving investors greater flexibility in their investment choices.

There are over 1.6 million households with more than $250,000 in investable assets in Canada controlling in aggregate $1.5 trillion in wealth (approximately 80% of total investable assets), according to Investor Economics.

AIM Trimark says the Private Pools provides those investors with an alternative investment solution to a standard mutual fund offering.


AIM Trimark recognizes that different market segments require different solutions, and our initial Private Pools offering is yet another example of our commitment to offer the right solutions to the right investor in the right ways,” says Philip Taylor, Amvescap Plc senior Managing director and head of Amvescap’s North American retail business, including AIM Trimark.

The Private Pools are managed by a team of respected portfolio managers employing the time-tested AIM and Trimark investment disciplines.