Alternatives Background
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Purpose Structured Equity Yield Portfolio (formerly Purpose Structured Equity Yield Portfolio II)

The purpose of this fund

  • Actively managed derivatives strategy provides 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

ESG Risk RatingWhat is ESG?

No ESG score is shown for this fund because either (1) the fund's mandate does not incorporate single security selection, rendering ESG analysis something that cannot be assured on a portfolio management basis, or (2) Purpose does not currently have access to ESG scoring data for >50% of the fund's positions. ESG scores are not shown for these funds as they might be misleading or misrepresent a fund's ESG integration or lack thereof.