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Invesco Private Wealth offers clients more investment choices


Invesco Canada has added several mutual funds and US-dollar purchase options to its Invesco Private Wealth program, as well as adding two funds to its fee-based T-FLEX series.

"Advisors asked for a greater range of Invesco Canada funds to be made available through Invesco Private Wealth," says Jamie Kingston, Senior Vice President, Product Management and Development, Invesco Canada. "We look forward to expanding the program further based on client needs."

Invesco Private Wealth 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.

The following funds are now available in Series P and PF:
Invesco Canadian Balanced Fund 
Invesco European Growth Class 
Trimark Global Balanced Fund 
Trimark Global Endeavour Fund 
Trimark Income Growth Fund 
Trimark Select Balanced Fund 

Trimark Global Balanced Class is now also 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.

At the same time, Invesco Canada added a U.S.-dollar purchase option 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 US Companies Class 

With today's additions, Invesco Private Wealth now includes 41 actively managed mutual funds, delivered through 104 separate series.

Series P and Series PF are reserved exclusively for investors with at least USD100,000 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.

Investors may also qualify for additional tiered management-fee rebates on higher asset levels. These rebates may be reinvested or received in cash.

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