Active Fixed Income

with Purpose

The fixed-income universe goes much deeper than government bonds. Investment-grade corporate credit, preferred shares, high yield bonds and floating rate loans all play a role in building a resilient portfolio. With interest rates rising off historic lows, navigating the world of fixed income is becoming more difficult. The passive strategies of the past aren’t as safe as they used to be because they weren’t built for a bond bear market. Managing fixed income today requires more care.

Diversifying across fixed-income assets will help rebalance the risks posed by rising interest rates. Our actively managed funds will ensure you’ve got access to experts across the bond spectrum, with deep research driving each investment decision. Our innovative active strategies are designed to provide regular income distributions while protecting your wealth with the right risk-management tools.

The Purpose family of active fixed income funds

Purpose Managed Duration
Investment Grade Bond Fund (IGB)

Earn tax-efficient income from investment-grade bonds while actively managing duration risk

Fund Details

Purpose Floating Rate Income Fund
(FLOT)

A diverse portfolio of floating-rate securities that pay higher distributions as interest rates rise

Fund Details

Purpose Canadian Preferred Share Fund
(RPS)

Canadian rate-reset preferred shares that complement traditional bonds and dividend-paying stocks

Fund Details

Purpose US Preferred Share Fund
(RPU)

US rate-reset preferred shares that complement traditional bonds and dividend-paying stocks

Fund Details

Purpose Strategic Yield Fund
(SYLD)

Generate higher yields from corporate credit while avoiding highly indebted companies and industries in decline

Fund Details

Purpose Credit Opportunities Fund
(accredited investors only)

A total-return portfolio with active hedging including currency management, forward inflation and interest-rate protection

Fund Details

Why active fixed income with Purpose?

Diversified exposure

Our active fixed income funds give you exposure well beyond traditional bonds so you can earn stable income from a wide range of sources.

Expert management

We have decades of experience analyzing and evaluating credit markets to identify the highest-quality investments to safely navigate the bear market in government bonds.

Reduced risks

Our active fixed income funds incorporate a variety of risk-management techniques to protect your portfolio from interest rate and credit risks.

Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Please read the prospectus before investing. If the securities are purchased or sold on a stock exchange, you may pay more or receive less than the current net asset value. The indicated rate of return is the historical annual compounded total return including changes in share/unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.