TRIMARK FUND $28.55 (CWA Rating:Conservative) (AIM Funds Management Inc., 5140 Yonge Street, Suite 900, Toronto, Ontario M2N 6X7. 1-800-631-7008; Website: www.aimfunds.ca. Buy or sell through brokers) takes a value-seeking investment approach, and this cuts its risk. This fund sticks to the long-time Trimark Investments approach to stock-picking — buying high-quality investments and holding them for the long term. That Trimark Investments strategy eventually gives investors steady returns, with below-average risk.
The $4.2 billion Trimark Fund’s top 10 holdings are Nestle SA (Swiss food & beverages), Nokia (Finnish mobile phones), Novartis AG (health care and pharmaceuticals), Reed Elsevier NV (Netherlands publishing & data), Grupo Televisa SA de CV (Mexican television & media), Anglo-Irish Bank Corp. (Irish banking), WPP Group plc (UK marketing & advertising), Adidas AG (German sporting goods & apparel), Willis Group Holdings (UK insurance) and Accor SA (French hotels & business services).
Regionally, the fund’s portfolio is now distributed 28.9% in the U.S., 16.3% in the UK, 16.1% in Switzerland, 7.6% in Ireland, 7.0% in Germany, 5.3% in Finland and 3.9% in France. The MER for this fund from Trimark Investments is 1.62%.
Trimark Fund gained 5.0% annually over the last five years, compared to a gain of 6.3% for the benchmark Morgan Stanley Index.
Trimark Fund is still a buy.
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