The purpose of this fund

An equity-based derivatives strategy for generating stable, enhanced income with a strong protection against losses.

• •Actively managed derivatives strategy provides income with contingent downside protection
• •Targets a stable, enhanced 7.25% yield (Class F)
• •Tax-efficient income from its corporate class structure
• •The Fund will use leverage in an amount not exceeding 25% of NAV at the onset of the Fund
• •The amount of leverage could increase beyond the 25% limit due to the change in value of fund’s investments up to 50% of NAV

Managed by -

Greg Taylor, CFA, CIO

Jason Chen, CFA, FRM

Purpose Investments