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Trimark Canadian Opportunity Class F

AIM4317
24.01
+0.02
+0.09%
2017-10-17
5 Years
  • Previous Close

    23.99

  • Net Assets

    2.73M

  • Yield

    1.75%

  • Front load

    None

  • Expenses

    -

  • Category

    Canadian Equity

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

Invesco Canada Ltd.

Fund Style

Open

Fund Manager

Clayton Zacharias

Investment Style

Medium Blend

The portfolio management team looks for companies whose competitive advantages provide opportunities for long-term growth, whose management have shown an ability to recognize and exploit opportunities for business expansion or shown strong entrepreneurial skills, and are believed to be undervalued in relation to their intrinsic value. The team uses a variety of valuation methods and will typically review a company’s financial information, competitive position and its future prospects.

Purchase Information

Initial Purchase 500
Initial Purchase: IRA 500
Initial Purchase: AIP NA

Inception

2001-10-29

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