Zacharias replaces Simpson on Trimark Income Growth

By Staff | April 26, 2012 | Last updated on April 26, 2012
1 min read

Invesco Canada has named Clayton Zacharias as lead portfolio manager of Trimark Income Growth Fund, replacing Don Simpson, who is no longer with the firm.

Zacharias will be supported by a team of five equity portfolio managers, as well as Rex Chong’s four-member fixed income team. The fund strives for long-term capital growth and current income by investing in a mix of equities and fixed-income securities.

Zacharias will continue to serve as lead portfolio manager of Trimark Canadian Endeavour Fund.

“Trimark Income Growth Fund investors will benefit by having one of the country’s top-performing Canadian equity managers since 2008 leading the fund,” said Ian Hardacre, head of Canadian Equities. “Adding responsibility for Trimark Income Growth Fund will enable Clayton to bring a new perspective to the team, with a goal of strengthening the Fund’s performance over the long term.”

Zacharias joined the Trimark investment team in 2002 as an investment analyst and was promoted to portfolio manager in 2006. He is a Chartered Accountant and a CFA Charterholder with more than 17 years’ experience in financial services.

Trimark Income Growth Fund consists of about $358 million in assets under management, with a 60% equity allocation, as of March 31, 2012.

Zacharias’ Trimark Canadian Endeavour Fund consists of $708.8 million, as of March 31, 2012. staff


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