The purpose of this fund
A diversified portfolio of high-quality short-term bonds of Canadian and US corporate issuers with a focus on yield enhancement and capital preservation.
- •A diversified portfolio of high-quality short-term bonds of Canadian and US corporate issuers
- •Focus on yield enhancement and capital preservation
- •Buy-and-hold strategy and maturity dates inside the termination window of the fund ensure principal return and no exposure to reinvestment risk
- •Active security selection process that combines both top-down analysis and bottom-up credit research
- •UTF structure provides strong trading liquidity
Managed by -
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.