Overview
Portfolio Breakdown
Performance & Distributions
Documents
News & Updates
Overview
The purpose of this fund
An equity-based derivatives strategy for generating growth with contingent downside protection against losses
- •Actively managed mutual fund replicating the payoff of multiple structured products into a single ticket strategy, providing convenience and scalability
- •Providing an attractive growth potential and a minimum contingent downside protection of -20%
- •Tax efficient structure generating capital gains for investors
Managed by -
Greg Taylor, CFA, CIO
Jason Chen, CFA, FRM
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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