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

Brochure

Commentary

Financial Statements

Fund Facts

MRFP

PFIC

Prospectus

PSYL Background

Greg Taylor, CFA

Greg Taylor

greg-2

Chief Investment Officer

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

S&P 500 Index (CAD- Hedged)

NASDAQ 100 Index (CAD-Hedged)

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

Equal Weight US Banks Hedged to CAD Index

Dow Jones Industrial Average Hedged to CAD Index

S&P/TSX 60 Index

S&P TSX Equal Weight Banks Index

S&P/TSX Capped Energy Index

MSCI Emerging Markets Index

S&P/TSX Global Gold Index

Cash

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.	17.95%	35
U.S.	17.49%	37
U.S.	15.22%	43
U.S.	6.72%	39
U.S.	2.24%	7
Canada	22.82%	41
Canada	4.99%	17
Canada	0.36%	1
International	3.29%	14
Global	5.16%	26

Alternatives—

Purpose Structured Equity Yield Plus Fund