August 20, 2014 11:34 PM ET

Capital Markets

Company Overview of Invesco Canada Ltd.

Company Overview

Invesco Canada Ltd. is a privately owned investment manager. The firm primarily provides its services to Canadian mutual funds and investment companies. The firm launches and manages equity, fixed income, balanced mutual funds and hedge funds for its clients. It invests in the public equity, fixed income, and real estate markets across the globe. It also invests in exchange traded funds. The firm invests in the growth and value stocks of companies. It also invests in fixed income securities including commercial paper, certificates of deposit, master and promissory notes, municipal securities, repurchase agreements, government securities, and corporate bonds. The firm employs fundamental and ...

5140 Yonge Street

Suite 800

Toronto, ON M2N 6X7


Founded in 1981





Key Executives for Invesco Canada Ltd.

Chief Executive Officer
Age: 60
Chief Financial Officer
Age: 57
Head of Global Equities
Compensation as of Fiscal Year 2014.

Invesco Canada Ltd. Key Developments

PowerShares Canada Adds Two New PowerShares 1-3 Year Laddered Floating Rate Note Index ETF and PowerShares LadderRite U.S. 0-5 Year Corporate Bond Index ETF to Smart Beta Line

PowerShares Canada announced the listing of two new smart beta exchange-traded funds (ETFs) on the Toronto Stock Exchange (TSX). Both ETFs have now closed the initial offerings of units and will be available for trading on TSX when the market opens on July 21, 2014. PowerShares 1-3 Year Laddered Floating Rate Note Index ETF (PFL) seeks to replicate, before fees and expenses, the performance of the FTSE TMX Canada 1-3 Year Laddered Floating Rate Note Index. The index is designed to give investors exposure to a laddered basket of Canadian government and corporate investment-grade floating-rate notes. PFL has a low management fee of just 0.20%. PowerShares LadderRite U.S. 0-5 Year Corporate Bond Index ETF (USB/USB.U) seeks to replicate, before fees and expenses, the performance of the NASDAQ LadderRite 0-5 Year USD Corporate Bond Index. The index is designed to give investors exposure to a laddered basket of U.S.-dollar-denominated, investment-grade corporate bonds. USB has a low management fee of 0.25%. The ticker symbol ‘USB’ represents Canadian-dollar-denominated units, while ‘USB.U’ represents U.S.-dollar-denominated units.

Invesco Canada Ltd. Expands its Private Investor Series

Invesco Canada Ltd. announced the expansion of its Private Investor series (Series P), offering more choices and greater tax-efficiency for advisors and investors. With the addition of eight funds, Series P is now available on 35 Invesco funds, spanning 90 series, including Invesco's highly customizable T-FLEX series for investors seeking a tax-preferred income stream. Series P provides the benefit of reduced fees across a broad range of Invesco products, including mutual funds, managed portfolios and tax-efficient corporate class products. Invesco Private Investor series consists of the following series: P, PF, PF4, PF6, PH, PT4, PT6 and PT8.

Invesco Canada Ltd Launches 10 New T-FLEX Fund Series for Monthly Income

Invesco Canada Ltd. has launched 10 new T-FLEX series on Invesco Intactive Strategic Yield Portfolio and PowerShares Tactical Bond Fund. Invesco Canada's T-FLEX series aims to provide investors with a choice of annual target distribution levels to generate a steady tax-efficient 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. Each of the funds will now be available in T4, T6, F4 and F6 series. The T4 and F4 series target a 4% annual distribution level, while T6 and F6 target a 6% annual distribution level. The F4 and F6 series are available exclusively through fee-based advisors. Invesco Intactive Strategic Yield Portfolio will also be available in PT4 and PT6 series, targeting 4% and 6% annual distribution levels, respectively. These are part of Invesco Canada's Private Investor series and are available for households who invest, in aggregate, a minimum of USD 100,000 in Invesco Canada Funds. The launch of the new series is based on past demand for the T-FLEX series on Invesco Intactive Strategic Capital Yield Portfolio Class and PowerShares Tactical Bond Capital Yield Class. Invesco Canada said that the Capital Yield Classes were closed to additional investments on June 14, 2013, after the Federal Budget eliminated the tax advantages of character conversion transactions. Invesco Canada then opened the previously restricted trust versions - the Funds - to non-registered investors.

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