Multi-Asset Class Background
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Multi-Asset Class

Purpose Multi-Asset Income Fund

The purpose of this fund

Gain broad exposure to income streams across multiple asset classes from across the globe.

  • Tactically managed multi-asset portfolio designed to provide investors with a source of highly diversified income streams
  • Underlying investment strategies include global dividend equities, options strategies, Canadian and US preferred shares, fixed income and credit
  • Security selection within sectors managed by individual investment managers with deep knowledge of their respective industries

Managed by -

Greg Taylor, CFA, CIO

Sandy Liang, CFA,
Portfolio Manager

Barry Morrison,
Associate PM

Purpose Investments

ESG Risk RatingWhat is ESG?
AS AT MAY 13, 2022
% Holdings rated by Sustainalytics: 66.00%ESG Risk Rating Score - Best: 17.14ESG Risk Rating Score - Worst: 20.14*Unmanaged Risk is measured on an open-ended scale starting at zero (no risk) and, for 95% of cases, a maximum score below 50.

ESG Risk Rating Score History

ESG Risk ratings, powered by Sustainalytics, evaluate a fund's position-weighted exposure to material and unmanaged ESG risk, as well as management efforts to mitigate those risks where possible. A lower score indicates low-risk exposure and transparent, active ESG risk management.

ESG scores are not shown for every fund. When an ESG score is not shown, it is 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-level ESG scores are derived from Sustainalytics data on a weighted-average basis. Scores are presented on an absolute basis, and not subjectively relative to a peer group. Sustainalytics research on management indicators is updated annually, and controversy research is updated as events occur. As the fund's positioning changes and Sustainalytics scoring are updated, the overall ESG profile is not expected to remain constant. Sustainalytics is one of several providers of ESG data, and its evaluations of corporate ESG performance may differ materially from its competitors. An overview of Sustainalytics' ESG methodology can be found here: https://www.sustainalytics.com/esg-data

Although the fund does incorporate ESG security selection in its investment process, it does not operate with ESG investment objectives. Further disclosure can be found in the prospectus available on the Documents Tab. The ESG score is not intended to represent how well ESG factors are incorporated into the fund's investment process.

FUND DETAILS

YIELD

N/A

MGMT FEE

NAV

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