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Multi-Asset Class Background
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Multi-Asset Class

Purpose Multi-Asset Income Fund

The purpose of this fund

  • Tactically managed multi-asset portfolio designed to provide investors with a source of highly diversified income streams
  • Underlying investment strategies include global dividend equities, options strategies, Canadian and US preferred shares, fixed income and credit
  • Security selection within sectors managed by individual investment managers with deep knowledge of their respective industries

Managed by -

Greg Taylor, CFA, CIO

Sandy Liang, CFA, MBA,
Portfolio Manager

Barry Morrison,
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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