Active Fixed Income Background
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Active Fixed Income

Purpose Pension Portfolio Fund (Closed)

The purpose of this fund

  • Access to multi-asset approach of Ivy-league endowment funds and strategies normally available only to accredited investors
  • Focus on both current income and capital appreciation
  • Tactical, risk-managed allocation blends active and passive styles of investing
  • Tax-efficient corporate class structure
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Managed by -

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.

FUND DETAILS

YIELD

N/A

MGMT FEE

NAV

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