Multi-Asset Class Background
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Multi-Asset Class

Purpose Monthly Income Fund

The purpose of this fund

Generate income from a portfolio of stocks, bonds and real assets that allocates by risk parity.

  • Intelligent risk-parity-based asset-allocation strategy
  • Real asset exposure provides diversification
  • Tactical allocation across North American and international dividend-paying equities and fixed income
  • Tax-efficient corporate class structure
Neuberger Berman - Logo

Managed by -

Neuberger Berman Canada

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.

FUND DETAILS

YIELD

N/A

MGMT FEE

NAV

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