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Alternatives—
Purpose Structured Equity Yield Portfolio (Closed)
This fund was merged with another structured fund on Nov, 29 2021. See new fund page. Press Release
Overview
Portfolio Breakdown
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Overview
The purpose of this fund
An equity-based derivatives strategy for generating stable income with a strong protection against losses.
- •Canada’s first fund that replicates the outcome of a diversified portfolio of structured products in a single-ticket solution
- •Actively managed derivatives strategy provides high income with contingent downside protection
- •Targets a stable 6% yield (Class F)
- •Tax-efficient income from its corporate class structure
How it works
Managed by -
Greg Taylor, CFA, CIO
Jason Chen, CFA, FRM
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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