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Overview
The purpose of this fund
A total-return portfolio that generates tax-efficient distributions, centring on the best opportunities in credit and built with the proven strategy from our Purpose Credit Opportunities Fund.
- •Invest like a lender in high-conviction opportunities, backed by deep research.
- •Take advantage of market opportunities with a fund that uses a range of instruments to hedge exposures and express views around relative value.
- •Seek to generate equity-like returns—primarily through credit instruments—without using leverage.
- •Tax-efficient distributions from its corporate class structure.
Interested in learning more?
For more information on Purpose Credit Opportunities Class (CROC), or to access our team’s fixed-income insights and commentary on the Purpose Credit Opportunities Fund (CROP)* strategy, use the links below.
*CROC provides access to the strategy of the Purpose Credit Opportunities Fund (CROP) through a corporate class structure. Due to differences in fees and portfolio composition, the performance of CROC may differ from that of CROP.
Managed by -
Purpose Investments Inc.
Sandy Liang, CFA
Head of Fixed Income, Lead Portfolio Manager
Purpose Investment Partners Inc.
Jeremy Lin, CFA
Portfolio Manager
Purpose Investments Inc.
Commissions, trailing commissions, management fees and expenses all may be associated with investment fund investments. The prospectus contains important detailed information about the investment fund. Please read the prospectus before investing. There is no assurance that any fund will achieve its investment objective, and its net asset value, yield, and investment return will fluctuate from time to time with market conditions. Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated. The indicated rate of return is the historical annual compounded total return including changes in share/unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns.
This information is provided for illustrative and discussion purposes only. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. Historical trends do not imply, forecast or guarantee future results. Information is as of the date indicated and subject to change without notice. Nothing herein constitutes a prediction or projection of future events or future market behavior.
If the securities are purchased or sold on a stock exchange, you may pay more or receive less than the current net asset value. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.