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Active Fixed Income—

Investment Grade Managed Duration Income Fund

This fund was terminated on January 31, 2022. Press Release

The purpose of this fund

Diversify income sources with an actively managed strategy that tactically allocates across retail and institutional US preferred share markets.

  • •Portfolio of predominantly investment-grade US preferred shares
  • •Tactically allocates to global instruments to gain some exposure outside of the US
  • •Additional allocation to unique market segments, including corporate and insurance hybrids, increases sector diversification
Nate Kush
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Managed by -

Nate Kush

Neuberger Berman

Founded in 1939 with a focus on deep fundamental research, Neuberger Berman Investment Advisers manages more than $300-billion USD in assets today, primarily for institutional advisors. The firm takes a boots-on-the-ground approach, employing more than 600 investment professionals in 35 cities around the world.

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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Purpose Investments Inc. Announces Termination of Investment Grade Managed Duration Income Fund (PFU.UN) and US Banks Income & Growth Fund (PUB.UN)