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Reduce risk without sacrificing return using tried and tested portfolio solutions.

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Benefit from outcome-oriented structured solutions to meet your real-life needs and capture undiscovered value in niche markets.

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How it works

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Greg Taylor

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Chief Investment Officer

Jason Chen

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Manager, Portfolio and Data Analytics

The fund replicates the outcomes of multiple structured notes into a mutual fund solution, generating stable income (6% target) with a buffer against losses.

Structured Equity Yield Portfolio | Alternatives | PSY

Purpose Structured Equity Yield Portfolio (Capped)

Greg Taylor, CIO

S&P 500 Index (CAD- Hedged)

Equal Weight US Banks Hedged to CAD Index

U.S. Small Cap Index (CAD-Hedged)

NASDAQ 100 Index (CAD-Hedged)

S&P/TSX 60 Index

S&P/TSX Capped Financials Index

S&P TSX Equal Weight Banks Index

S&P/TSX Capped Energy Index

S&P/TSX Capped Utilities Index

MSCI EAFE Hedged to CAD Index

MSCI Emerging Markets Index

S&P/TSX Global Gold Index

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