Private Assets Background Image

Reduce risk without sacrificing return using tried and tested portfolio solutions.

Purpose Investments

Purpose Investments Expands Structured Product Offering with Launch of Purpose Structured Equity Yield Plus Portfolio

current_yield

mgmt_fee

leverage_pct

duration

coupon

maturity_yield

fund_structure

distribution_frequency

curr_hedged

cut_off

settlement_date

Brochure

Commentary

Financial Statements

Fund Facts

MRFP

PFIC

Prospectus

PSYL Background

Jason Chen, CFA, FRM

Jason Chen

jason-2

Portfolio Manager, Systematic Investing

An equity-based derivatives strategy for generating stable, enhanced income with a strong protection against losses.

Purpose Structured Equity Yield Plus Portfolio

Purpose Structured Equity Yield Plus Fund

iShares Core S&P 500 Index ETF (CAD- Hedged)

iShares U.S. Small Cap Index ETF (CAD-Hedged)

BMO Equal Weight US Banks Hedged to CAD Index ETF

iShares NASDAQ 100 Index ETF (CAD-Hedged)

iShares S&P/TSX 60 Index ETF

iShares S&P/TSX Capped Energy Index ETF

BMO S&P TSX Equal Weight Banks Index ETF

Cash and Cash Equivalents

iShares S&P/TSX Capped Utilities Index ETF

iShares MSCI Emerging Markets Index ETF

iShares S&P/TSX Global Gold Index ETF

Purpose Structured Equity Yield Fund

Purpose Structured Equity Growth Fund

Resources

Funds

Platforms

About us

Open search bar

Profile icon

Your Purpose Account

Site Navigation

GEOGRAPHY	PORTFOLIO WEIGHT	# OF POSITIONS
U.S.	22.00%	39
U.S.	17.82%	51
U.S.	12.73%	50
U.S.	12.25%	23
Canada	12.54%	22
Canada	7.61%	25
Canada	5.15%	16
Canada	3.39%	1
Canada	0.86%	3
International	3.15%	14

Alternatives—

Purpose Structured Equity Yield Plus Fund