←back to funds
Alternatives—
Purpose Structured Equity Yield Portfolio (Closed)
This fund was merged with another structured fund on Nov, 29 2021. See new fund page. Press Release
Overview
Portfolio Breakdown
Performance & Distributions
Documents
News & Updates
Overview
The purpose of this fund
An equity-based derivatives strategy for generating stable income with a strong protection against losses.
- •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
Managed by -
Greg Taylor, CFA, CIO
Jason Chen, CFA, FRM
Purpose Investments
FUND DETAILS
YIELD
N/A
MGMT FEE
NAV
()
EXPAND ALL DETAILS