Overview
The purpose of this fund
Generate higher income with an actively managed basket of quality high-yield bonds.
- •Diversified portfolio of high-conviction credit opportunities that avoids highly indebted companies and industries in long-term decline
- •Focus on issuers with clean balance sheets that are under-represented in high-yield ETFs and mutual funds
- •Fundamental research to identify fixed-income securities with the best potential for yield and return
- •Preserve capital through emphasis on asset value and safety in corporate credit
- •Winner of the FundGrade A+ Award* in 2021
Managed by -
Sandy Liang, CFA
Purpose Investments
ELIGIBILITY
- drip
- pacc
- swp
- registered accounts eligible
*These annual awards recognize the best of the best among Canadian investment funds that have maintained a high FundGrade rating throughout a calendar year. FundGrade ranks and grades Canadian investment funds monthly against their peers using risk-adjusted performance metrics measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. It’s a completely quantitative measure. To make the grades relevant, funds are only measured against similar investment products with comparable investment mandates. Find out more at www.fundgradeawards.com.
FUND DETAILS
YIELD
N/A
MGMT FEE
NAV
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