April 20, 2014 3:01 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

Canada

Founded in 1981

Phone:

416-590-9855

Fax:

800-631-7008

Key Executives for Invesco Canada Ltd.

Chief Executive Officer
Age: 59
Chief Financial Officer
Age: 55
Head of Global Equities
Compensation as of Fiscal Year 2013.

Invesco Canada Ltd. Key Developments

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.

Invesco Canada Ltd. Launches Ten New T-FLEX Series

Invesco Canada Ltd. announced the launch of 10 new T-FLEX series on Invesco Intactive Strategic Yield Portfolio and PowerShares Tactical Bond Fund. The company's T-FLEX series provides 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 $100,000 in Invesco Canada Funds.

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