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Active Fixed Income

June 2021 Investment Grade Bond Pool (Closed)

The purpose of this fund

A diversified portfolio of high-quality short-term bonds of Canadian and US corporate issuers with a focus on yield enhancement and capital preservation.

  • A diversified portfolio of high-quality short-term bonds of Canadian and US corporate issuers
  • Focus on yield enhancement and capital preservation
  • Buy-and-hold strategy and maturity dates inside the termination window of the fund ensure principal return and no exposure to reinvestment risk
  • Active security selection process that combines both top-down analysis and bottom-up credit research
  • UTF structure provides strong trading liquidity
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Purpose Investments

ESG Risk RatingWhat is ESG?

No ESG score is shown for this fund because either (1) the fund's mandate does not incorporate single security selection, rendering ESG analysis something that cannot be assured on a portfolio management basis, or (2) Purpose does not currently have access to ESG scoring data for >50% of the fund's positions. ESG scores are not shown for these funds as they might be misleading or misrepresent a fund's ESG integration or lack thereof.

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