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Equity

Purpose Conservative Income Fund

The purpose of this fund

Protect your capital and earn income from a balanced portfolio of stocks and bonds.

  • Conservative portfolio of primarily dividend-paying equities designed to provide capital growth with less volatility
  • Options collar strategy to manage equity risk
  • Tax-efficient corporate class structure
  • Tactical fixed-income strategy to manage duration and credit risk
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Managed by -

Neuberger Berman Canada

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

YIELD

N/A

MGMT FEE

NAV

()

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