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TDMONTHLYINC TDREVENUMENS TRIMARK INVESTORSMUT Macroaxis 30 Large Growth Government Utilities 
Benchmark SP 500  1,650   0.91  Index Moved Down -0.06% ...


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Collecting data for TRIMARK

Trimark quote and profile

 
 Companies |  Insiders  | Dashboard  
     
10.22
  
FUND
(0.04)  Macroaxis: -0.39 Down   0.39%  
Last 1 Month(s)
10.110.45
 

Diversification Suggestion

Use Trimark to protect against small markets fluctuations. The fund experiences normal downward trend and little activity
Analyze Trimark Income Growth T8 Trend or Check current 30 days Trimark correlation with market (S&P 500)
1 Month Beta -0.15  
Highest Price:  
Lowest Price:  
10.45  
10.1  
May 21 2013 
April 26 2013 
As returns on market increase, returns on owning Trimark are expected to decrease at a much smaller rate. During bear market, Trimark is likely to outperform the market.
Trimark Income Growth T8 Almost negative betaTrimark Income Growth T8 Beta Legend
TRIMARK Canada Toronto
Trimark Income Growth T8
Invesco Canada Ltd.
Canadian Equity Balanced
Benchmark S&P 500
Contact Number: 800. 874. 6275
Currency: CAD - Canadian Dollar
Traded on Toronto Stock Exchange
    
Number of Employees1
Net Asset2.78 B
 Canada Canada   0.07 % Macroaxis: 0.07 Moved Up  
 
 United States SP 500   0.06 % Macroaxis: 0.06 Moved Down  
 
 thisRed TRIMARK TRIMARK.TO agains markets  0.39 % Macroaxis: 0.39 Moved Down  
 
Compare to Competition Get Alpha   Get Advice

Trimark Leadership

Rex Chong Fund Manager since November 29, 2002, CFA
Anthony Imbesi Fund Manager since November 29, 2002

Trimark Price and Market Media

The median price of Trimark for the period between Thu, Apr 25, 2013 and Sat, May 25, 2013 is 10.27 with a coefficient of variation of 0.96. The daily time series for the period is distributed with a sample standard deviation of 0.1, arithmetic mean of 10.27, and mean deviation of 0.08. The Fund did not receive any noticable media coverage during the period.
Trimark         SP 500
Price Growth (%)
 

Trimark Summary

Trimark Income Growth T8 [TRIMARK] is traded in Canada and was established in August 19, 2007. The fund is listed under Canadian Equity Balanced category and is part of Invesco Canada Ltd. family. This fund at this time has accumulated 2.78 B in assets with minimum initial investment of 500. Trimark Income Growth T8 is currenly generating return of 6.02% with the current yeild of 0.95%, while the total return for the last 3 years was 10.8%.

Fund Instrument Allocation for Trimark

The fund invests 66.0% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (22.89%), cash(11.09%) and various exotic instruments.
Past Market
Over 30
Days
13
Out Of
100
 
Chance of
Less
Than
%
 
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Trimark Research Report

Trimark vs. TD Monthly

Correlation analysis and fundamentals comparison between Trimark Income Growth T8 and TD Monthly Income I

Trimark Asset Under Management

Trimark Income Growth T8 is rated fourth largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Canadian Equity Balanced category is currently estimated at about 23.68 Billion. Trimark retains roughly 2.78 Billion in net asset claiming about 12% of funds in Canadian Equity Balanced category.

Trimark Fundamentals

Bond Positions Weight vs Price to Sales
Equity Positions Weight vs Minimum Initial Investment
Bond Positions Weight vs Three Year Return
One Year Return vs Minimum Initial Investment

Trimark vs Competition

Trimark vs. TD Monthly Income I
Trimark vs. TD Monthly Income I
Trimark vs. Investors Mutual B
Trimark vs. TD Diversified Monthly Income I
Trimark vs. Axiom Balanced Growth Portfolio Sel T4
Trimark vs. Axiom Balanced Growth Portfolio Class T4
Trimark vs. Axiom Balanced Growth Portfolio Class T8
Trimark vs. MD Balanced
Trimark vs. AGF Traditional Income Series T

Trimark May 25 2013 Opportunity Range

Downside Deviation0.5411
Information Ratio(0.09)
Maximum Drawdown1.58
Value At Risk(0.69)
Potential Upside1.26

 
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