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Alternatives

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

The purpose of this fund

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

  • 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