Overview
Portfolio Breakdown
Performance & Distributions
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Overview
The purpose of this fund
Efficient exposure to Canada’s blue-chip financial stocks, enhanced with covered calls to generate a higher yield.
- •Concentrated exposure to the major Canadian banks and insurance companies
- •Active covered-call writing strategy on up to 25% of the portfolio enhances income and reduces risk
- •Tax-efficient income through its corporate class structure
Invested in Canada's 6 largest banks and 4 largest insurance companies.
Managed by -
Neuberger Berman Canada
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
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