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Alternatives

Purpose Structured Equity Yield Plus Portfolio

The purpose of this fund

An equity-based derivatives strategy for generating stable, enhanced income with a strong protection against losses.

  • Actively managed derivatives strategy provides income with contingent downside protection
  • Targets a stable, enhanced 7.25% yield (Class F)
  • Tax-efficient income from its corporate class structure
  • The Fund will use leverage in an amount not exceeding 25% of NAV at the onset of the Fund
  • The amount of leverage could increase beyond the 25% limit due to the change in value of fund’s investments up to 50% of NAV
Greg Taylor, CFA
Jason Chen, CFA, FRM

Managed by -

Greg Taylor, CFA, CIO

Jason Chen, CFA, FRM

Purpose Investments

FUND DETAILS

MGMT FEE

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