Active Fixed Income Background
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Active Fixed Income

Purpose Strategic Yield Fund

The purpose of this fund

Generate higher income with an actively managed basket of quality high-yield bonds.

  • Diversified portfolio of high-conviction credit opportunities that avoids highly indebted companies and industries in long-term decline
  • Focus on issuers with clean balance sheets that are under-represented in high-yield ETFs and mutual funds
  • Fundamental research to identify fixed-income securities with the best potential for yield and return
  • Preserve capital through emphasis on asset value and safety in corporate credit
  • Winner of the FundGrade A+ Award* in 2021
Sandy Liang, CFA

Managed by -

Sandy Liang, CFA

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.

*These annual awards recognize the best of the best among Canadian investment funds that have maintained a high FundGrade rating throughout a calendar year. FundGrade ranks and grades Canadian investment funds monthly against their peers using risk-adjusted performance metrics measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. It’s a completely quantitative measure. To make the grades relevant, funds are only measured against similar investment products with comparable investment mandates. Find out more at www.fundgradeawards.com.

FUND DETAILS

YIELD

N/A

MGMT FEE

NAV

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