Overview
Portfolio Breakdown
Performance & Distributions
Documents
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Overview
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 -
Greg Taylor, CFA, CIO
Purpose Investments
ESG Risk RatingWhat is ESG?
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.
FUND DETAILS
YIELD
N/A
MGMT FEE
NAV
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