On The Shelf:

(July 10, 2008) AIM Trimark has announced enhancements to two of its Core Bundles, adding exchange-traded funds to the asset mix and improving the clarity of client reports.

Effective immediately, the investment strategies of AIM Trimark Core American Equity Class will permit the fund to invest up to 50% of its assets in units of PowerShares FTSE RAFI U.S. 1000 Portfolio. PowerShares are the ETF offering of AIM Trimark’s parent company, Invesco.

Series A investors will see their management fee cut from 2% to 1.5%, while the F-Series fee will be cut from 1% to 0.5%.

The company also named Invesco Institutional (N.A.), Inc. as subadvisor on Invesco fixed-income and cash management teams, replacing Invesco Aim, effective August 1, 2008.

The affected funds include AIM Canada Money Market Fund, AIM Short-Term Income Class, AIM Trimark Dialogue Allocation Fund, Trimark U.S. Money Market Fund, Trimark Interest Fund, AIM Trimark Canadian Dollar Cash Management Fund and AIM Trimark U.S. Dollar Cash Management Fund.

Finally, AIM Trimark also announced that effective August 1, 2008, Invesco Global Real Estate Fund’s Dallas-based team will be working with James Cowen, a portfolio manager from U.K.-based Invesco Asset Management Limited.

(07/10/08)

Staff

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