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Active Fixed Income

Purpose Canadian Preferred Share Fund

The purpose of this fund

  • A diversified portfolio of Canadian preferred shares from predominantly investment-grade issuers
  • Tax-efficient monthly distributions
  • Active focus on capital protection to reduce risk
  • Fundamental investment process includes both top-down macro-economic analysis and bottom-up stock selection
Sandy Liang, CFA, MBA

Managed by -

Sandy Liang, CFA, MBA,
Portfolio Manager

Jeremy Lin, CFA, MBA,
Associate PM

Purpose Investments

ESG RatingWhat is ESG?
  • EEnvironmental
  • SSocial
  • GGovernance

ESG ratings, powered by Sustainalytics, evaluate a fund’s exposure to environmental, social, and governance risk factors as well as management efforts to mitigate underlying risks when possible. A lower score indicates low-risk exposure and transparent, active management.

FUND DETAILS

YIELD

N/A

MGMT FEE

NAV

()

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