Invesco Canada announces fund name changes
Contact: Aysha Mawani
Vice President, Corporate Affairs
Tel: 416.324.7712
Invesco Canada announces fund name changes
Also announces risk classification changes
Toronto, July 27, 2018 – Invesco Canada today announced name changes to its lineup of
mutual funds and institutional pooled funds. The investment objectives, strategies, and portfolio
management teams remain the same for all but five funds, as detailed below.
The changes, which are effective at the close of business today, are outlined in the following
tables:
Previous name New name
Invesco Canadian Balanced Fund In vesco Canadian Premier Balanced
Fund
Invesco Advantage Bond Fund Inve sco Active Multi-Sector Credit
Fund
Trimark Diversified Yield Class Invesco Diversified Yield Class
Trimark Global Balanced Fund/Class Invesco Global Balanced Fund/Class
Trimark Global Diversified Income
Fund
Invesco Global Diversified Income
Fund
Trimark Income Growth Fund Invesco Income Growth Fund
Trimark Select Balanced Fund Invesco Select Balanced Fund
Trimark Canadian Fund/Class Invesco Canadian Fund/Class
Trimark Canadian Endeavour Fund Invesco Canadian Endeavour Fund
Trimark Canadian Opportunity
Fund/Class
Invesco Canadian Opportunity
Fund/Class
Trimark Canadian Plus Dividend
Class
Invesco Canadian Plus Dividend Class
Trimark Canadian Small Companies
Fund
Invesco Canadian Small Companies
Fund
Trimark Fund Invesco Global Companies Fund
Trimark Global Dividend Class Invesco Global Dividend Class
Trimark Global Endeavour
Fund/Class
Invesco Global Endeavour Fund/Class
Trimark Global Small Companies
Class
Invesco Global Small Companies Class
Trimark Global Fundamental Equity
Fund/Class
Invesco Global Diversified Companies
Fund/Class
Trimark Emerging Markets Class Invesco Emerging Markets Class
Trimark Europlus Fund Invesco Europlus Fund
Trimark International Companies
Fund/Class
Invesco International Companies
Fund/Class
Invesco Short-Term Bond Fund Invesco Canadian Short-Term Bond
Fund
Trimark Interest Fund Invesco Canadian Interest Fund
Trimark U.S. Money Market Fund Invesco U.S. Money Market Fund
Trimark Energy Class Invesco Energy Class
Trimark Resources Fund Invesco Resources Fund
Trimark U.S. Companies Fund/Class Invesco U.S. Companies Fund/Class
Trimark U.S. Small Companies
Class
Invesco U.S. Small Companies Class
PowerShares® Funds name changes:
Previous name New name
PowerShares 1-5 Year Laddered
Corporate Bond Index Fund
Invesco 1-5 Year Laddered Corporate
Bond Index ETF Fund
PowerShares Real Return Bond
Index Fund
Invesco Canadian Real Return Bond
Index Fund
PowerShares High Yield Corporate
Bond Index Fund
Invesco U.S. High Yield Bond Index
Fund
PowerShares Tactical Bond Fund Invesco Tactical Bond ETF Fund
PowerShares Canadian Dividend
Index Class
Invesco Canadian Dividend Index ETF
Class
PowerShares Canadian Preferred
Share Index Class
Invesco Canadian Preferred Share
Index ETF Class
PowerShares Global Dividend
Achievers Fund
Invesco Global Dividend Achievers
ETF Fund
PowerShares FTSE RAFI® Canadian
Fundamental Index Class
Invesco FTSE RAFI Canadian Index
ETF Class
PowerShares FTSE RAFI® Emerging
Markets Fundamental Class
Invesco FTSE RAFI Emerging Markets
ETF Class
PowerShares FTSE RAFI® Global+
Fundamental Fund
Invesco FTSE RAFI Global+ ETF Fund
PowerShares FTSE RAFI® U.S.
Fundamental Fund
Invesco FTSE RAFI U.S. ETF Fund
PowerShares Canadian Low
Volatility Index Class
Invesco S&P/TSX Composite Low
Volatility Index ETF Class
PowerShares U.S. Low Volatility
Index Fund
Invesco S&P 500 Low Volatility Index
ETF Fund
Institutional pool name changes
Previous name New name
Invesco Select Global Equity Pool Invesco Global Select Pool
Invesco Select Global Equity ex-
Tobacco Pool
Invesco Global Select ex-Tobacco Pool
Invesco Select Global Small
Companies Equity Pool
Invesco Global Small Companies Pool
Invesco Select Emerging Markets
Equity Pool
Invesco Emerging Markets Select Pool
Risk rating changes
Invesco also announced changes to the risk rating for the following funds or series, effective
today:
Fund Current risk
classification
Revised risk
classification
Invesco Intactive Maximum Growth Portfolio Medium Low to Medium
Invesco Intactive Maximum Growth Portfolio
Class Medium Low to Medium
Invesco Active Multi-Sector Credit Fund Low to Medium Low
Invesco FTSE RAFI Global+ ETF Fund Medium Medium to High
Invesco FTSE RAFI U.S. ETF Fund Medium Medium to High
Invesco Global Small Companies Class Medium to High Medium
Invesco U.S. Small Companies Class Medium to High Medium
Invesco U.S. Companies Class – Series H Medium Me dium to High
The risk rating changes were made in accordance with the risk classification methodology
introduced by the Canadian Securities Administrators to determine the risk level of mutual
funds. There are no changes to the investment objectives, strategies or management of the
funds other than the changes noted below.
Previously announced objective changes
On July 17, 2018, securityholders approved changes to the investment objectives of the
following Funds:
• Invesco Active Multi-Sector Credit Fund (formerly known as Invesco Advantage Bond
Fund)
• Invesco 1-5 Year Laddered Corporate Bond Index ETF Fund (formerly known as
PowerShares 1-5 Year Laddered Corporate Bond Index Fund)
• Invesco Canadian Dividend Index ETF Class (formerly known as PowerShares Canadian
Dividend Index Class)
• Invesco Canadian Preferred Share Index ETF Class (formerly known as PowerShares
Canadian Preferred Share Index Class)
• Invesco FTSE RAFI Canadian Index ETF Class (formerly known as PowerShares FTSE
RAFI® Canadian Fundamental Index Class)
Changes to the investment objectives of Invesco Active Multi-Sector Credit Fund were made to
allow for a global multi-sector approach. This will permit the Fund to better leverage the
Invesco Fixed Income† team’s global depth and sector expertise.
Changes to the investment objectives of the other funds are expected to increase trading
efficiency, as the portfolio management team can invest in the Invesco ETF that tracks each
Fund’s respective index, rather than buying and selling the underlying securities that make up
each index.
For more information, please visit invesco.ca. You can also connect with Invesco on Twitter
(@InvescoCanada), LinkedIn, Facebook, or through the Invesco Canada blog.
About Invesco Ltd.
Invesco is an independent investment management firm dedicated to delivering an
investment experience that helps people get more out of life. NYSE: IVZ; invesco.com.
Commissions, management fees and expenses may all be associated with investments in mutual funds
and exchange-traded funds (ETFs). Trailing commissions may be associated with investments in mutual
funds. For mutual funds the indicated rates of return are the historical annual compounded total returns,
including changes in share/unit value and reinvestment of all distributions, and do not take into account
sales, redemption, distribution or optional charges, or income taxes payable by any investor, which would
have reduced returns. For ETFs unless otherwise indicated, rates of return for periods greater than one
year are historical annual compound total returns including changes in unit value and reinvestment of all
distributions, and do not take into account any brokerage commissions or income taxes payable by any
unitholder that would have reduced returns. Money market funds are not covered by the Canada
Deposit Insurance Corporation (CDIC) or by any other government deposit insurer. There can be no
assurances that the money market funds will be able to maintain their net asset value per security at a
constant amount or that the full amount of your investment in the funds will be returned to you. Mutual
funds and ETFs are not guaranteed, their values change frequently and past performance may not be
repeated. There are risks involved with investing in ETFs and mutual funds. Please read the prospectus
before investing. Copies are available from Invesco Canada Ltd. at invesco.ca.
† Invesco Fixed Income (IFI) is a unit comprising Invesco Senior Secured Management, Inc. of New York, U.S,
Invesco Advisers, Inc. of Atlanta, U.S.; Invesco Asset Management Ltd. of London, U.K.; and Invesco Canada Ltd.
of Toronto, Canada.
* Invesco® and all associated trademarks are trademarks of Invesco Holding Company Limited, used under
licence. PowerShares® and all associated trademarks are trademarks of Invesco Capital Management LLC used
under licence. Trimark® and all associated trademarks are trademarks of Invesco Canada Ltd.
© Invesco Canada Ltd., 2018
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