Trimark Diversified Income Class (Rory Ronan)

Rory Ronan, Portfolio Manager of Trimark Diversified Income Class, talks about the Fund's strong performance of late, what his expectations are for the Fund going forward and where he's finding investment opportunities for the Fund. Visit www.invesco.ca for more information.


Recorded on August 8, 2011. Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. The indicated rates of return are the historical annual compounded total returns, including changes in security values and reinvestment of all distributions, and do not take into account sales, redemption, distribution or optional charges, or income taxes payable by any securityholder, which would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the simplified prospectus before investing. Copies are available from your advisor or from Invesco Canada Ltd.
Performance for Trimark Diversified Income Class, Series T8 as at July 31, 2011: 1-yr, 14.14%; 2-yr, 12.09%; 3-yr, 5.94%; 5-yr, 3.82%; 10-yr, 4.75%. On December 15, 2004, the Fund's investment straegies were changed. The performance of this Fund prior to December 15, 2004 would have been different had the current investment strategies been in effect during that period.
Quartile rankings for Trimark Diversified Income Class, Series T8 as at July 31, 2011: 1-yr, 1; 2-yr, 1; 3-yr, 1; 5-yr, 2; 10-yr, N/A. On December 15, 2004, this Fund was recategorized as a Canadian equity balanced fund, and, as such, quartile rankings do not reflect periods prior to this date. Quartile rankings compare the Fund to other funds in the Canadian Investment Funds Standards Committee's Canadian Equity Balanced category (source: Morningstar Canada).
These are the personal views of the portfolio manager as at the date indicated and not necessarily the views of Invesco Canada. The portfolio manager's comments are for information purposes only and should not be considered a recommendation to buy or sell any security. Any company mentioned within the video was done so for illustrative purposes only. The portfolio manager's views may have changed since the date indicated and are not intended to convey any specific investment advice.
Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus.

Invesco and all associated trademarks are trademarks of Invesco Holding Company Limited, used under licence. Trimark and all associated trademarks are trademarks of Invesco Canada Ltd. © Invesco Canada Ltd., 2011

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