Overview
Portfolio Breakdown
Performance & Distributions
Documents
Overview
The purpose of this fund
Easy equity exposure to Canadian companies with a high potential for income.
- •Active selection process with a focus on companies with earnings and dividend growth
- •Disciplined risk management adjusts market exposure in response to macro and technical factors
- •Tax-efficient income from its corporate class structure
Managed by -
Bruce Campbell
StoneCastle Investment Management
Bruce Campbell is the founder of StoneCastle Investment Management. He has more than 25 years of experience managing funds and has worked for some of the largest investment dealers in Canada and the US.
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