The purpose of this fund
A high-conviction equity fund combining 100+ years’ of investing experience selecting Purpose’s best picks across all sectors and cap sizes.
- •Concentrated portfolio of 40-50 securities of Purpose's best equity ideas across all sectors and cap sizes
- •Built by Purpose’s portfolio management team with a combined 100+ years' experience, including sector specialists in niche industries
- •Active management applies bottom-up analysis to find securities mispriced from their fundamental valuations, with preference for growth-oriented opportunities
- •Tax-efficient returns from its corporate class structure
Managed by -
No ESG score is shown for this fund because either (1) the fund's mandate does not incorporate single security selection, rendering ESG analysis something that cannot be assured on a portfolio management basis, or (2) Purpose does not currently have access to ESG scoring data for >50% of the fund's positions. ESG scores are not shown for these funds as they might be misleading or misrepresent a fund's ESG integration or lack thereof.