back to funds

Equity

Purpose Canadian Financial Income Fund

The purpose of this fund

Efficient exposure to Canada’s blue-chip financial stocks, enhanced with covered calls to generate a higher yield.

  • Concentrated exposure to the major Canadian banks and insurance companies
  • Active covered-call writing strategy on up to 25% of the portfolio enhances income and reduces risk
  • Tax-efficient income through its corporate class structure

Invested in Canada's 6 largest banks and 4 largest insurance companies.

national-bankcibcfinancial-group
scotiabanksun-life
td-canada-trustmanulifelifeco
Neuberger Berman - Logo

Managed by -

Neuberger Berman Canada

FUND DETAILS

YIELD

N/A

MGMT FEE

NAV

()

 EXPAND ALL DETAILS