Private Assets Background Image

Reduce risk without sacrificing return using tried and tested portfolio solutions.

cash

Benefit from outcome-oriented structured solutions to meet your real-life needs and capture undiscovered value in niche markets.

current_yield

mgmt_fee

duration

coupon

maturity_yield

fund_structure

distribution_frequency

curr_hedged

cut_off

settlement_date

Brochure

Commentary

Financial Statements

Fund Facts

MRFP

PFIC

Prospectus

How it works

PSY2 Banner

Jason Chen, CFA, FRM

Jason Chen

jason-2

Portfolio Manager, Systematic Investing

The fund replicates the outcomes of multiple structured notes into a mutual fund, generating stable income with downside barriers for the current environment.

Structured Equity Yield Portfolio II | Alternatives | PSY II

Purpose Structured Equity Yield Fund

iShares Core S&P 500 Index ETF (CAD- Hedged)

iShares U.S. Small Cap Index ETF (CAD-Hedged)

BMO Equal Weight US Banks Hedged to CAD Index ETF

iShares NASDAQ 100 Index ETF (CAD-Hedged)

BMO Dow Jones Industrial Average Hedged to CAD Index ETF

Cash and Cash Equivalents

iShares S&P/TSX Capped Energy Index ETF

iShares S&P/TSX 60 Index ETF

BMO S&P TSX Equal Weight Banks Index ETF

iShares S&P/TSX Capped Utilities Index ETF

iShares MSCI Emerging Markets Index ETF

iShares S&P/TSX Global Gold Index ETF

Purpose Structured Equity Yield Plus Fund

Purpose Structured Equity Growth Fund

Resources

Funds

Platforms

About us

Open search bar

Profile icon

Your Purpose Account

Site Navigation

GEOGRAPHY	PORTFOLIO WEIGHT	# OF POSITIONS
U.S.	21.37%	39
U.S.	17.86%	50
U.S.	12.47%	48
U.S.	10.53%	20
U.S.	0.54%	1
Canada	11.89%	1
Canada	10.14%	35
Canada	9.32%	17
Canada	2.50%	8
Canada	0.27%	1

Alternatives—

Purpose Structured Equity Yield Fund