Trimark Fund is a Global Buy

Article Excerpt

TRIMARK FUND $30.52 (CWA Rating: Conservative) (AIM Funds Management Inc., 5140 Yonge Street, Suite 900, Toronto, Ontario M2N 6X7. 1-800-631-7008; Website: Buy or sell through brokers) takes a value-seeking investment approach, and this cuts its risk. This fund sticks to the long-time Trimark approach to stock-picking — buying high-quality investments and holding them for the long term. That eventually gives investors high returns, with below-average risk. The $2.5 billion Trimark Fund’s top 10 holdings are Cemex SA, Grupo Televisa, Reed Elsevier plc, WPP Group plc, Smiths Group plc, Sherwin-Williams Co., Engelhard Corporation, Canon Inc., Clear Channel Communications and Oracle Corporation. Regionally, the fund’s portfolio is now distributed 42.6% in the U.S., 21.0% in the UK, 7.0% in Ireland, 6.9% in Mexico, 4.9% in Japan, 2.9% in the Netherlands, 2.5% in Sweden and 2.4% in France. Trimark Fund’s MER is 1.62%. Trimark Fund gained 6.5% over the last year, compared to a gain of 9.6% for the benchmark Morgan Stanley Index. Its 10-year…

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