Overview
Portfolio Breakdown
Performance & Distributions
Documents
News & Updates
Overview
The purpose of this fund
Access the hybrid income and growth benefits of actively managed Canadian preferred shares.
- •Diversified portfolio of Canadian preferred shares from investment-grade issuers
- •Fundamental investment process includes both top-down macro-economic analysis and bottom-up stock selection
Managed by -
Sandy Liang, CFA,
Portfolio Manager
Jeremy Lin, CFA, MBA,
Associate PM
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
()
EXPAND ALL DETAILS