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, 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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