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Alternatives Background
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Alternatives

Purpose Structured Equity Yield Portfolio (Capped)

The purpose of this fund

  • Canada’s first fund that replicates the outcome of a diversified portfolio of structured products in a single-ticket solution
  • Actively managed derivatives strategy provides high income with contingent downside protection
  • Targets a stable 6% yield (Class F)
  • Tax-efficient income from its corporate class structure

How it works

Greg Taylor, CFA
Jason Chen, CFA, FRM

Managed by -

Greg Taylor, CFA, CIO

Jason Chen, CFA, FRM

Purpose Investments

FUND DETAILS

YIELD

N/A

MGMT FEE

NAV

()

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