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Purpose Structured Equity Yield Portfolio

Overview
Portfolio Breakdown
Performance & Distributions
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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

Managed by -

Greg Taylor, CIO

Greg Taylor is the Chief Investment Officer of Purpose Investments. A data-driven manager with a focus on managing risk through active-trading strategies, Greg specializes in finding and exploiting pockets of volatility in the market to drive returns. He spent more than 15 years managing pension and mutual fund assets at Aurion Capital Management.

FUND DETAILS

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YIELD

N/A

MGMT FEE

AUM

NAV

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