Overview
The purpose of this fund
Access the hybrid income and growth benefits of actively managed Canadian preferred shares.
- •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
Managed by -
Sandy Liang, CFA,
Portfolio Manager
Jeremy Lin, CFA, MBA,
Associate PM
Purpose Investments
ELIGIBILITY
- drip
- pacc
- swp
- registered accounts eligible
ESG Risk RatingWhat is ESG?
ESG Risk ratings, powered by Sustainalytics, evaluate a fund’s position-weighted exposure to material and unmanaged ESG risk, as well as management efforts to mitigate those risks where possible. A lower score indicates low-risk exposure and transparent, active ESG risk management.
FUND DETAILS
MORE SERIES
YIELD
N/A
MGMT FEE
NAV
()
EXPAND ALL DETAILS
INVESTORS ALSO LIKED...
EXPAND SIMILAR FUNDS