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The Federal Reserve cut its discount rate for the first time since 2008 at its July meeting. The cut represents a dramatic reversal from hawkish to dovish and reverses the last rate hike from Christmas, something which many see as a mistake, in hindsight.

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Tax and client account statements

Download historical tax slips and account statements for your mutual fund clients that invest with Purpose. You can download individual tax slips or download each year in one file.

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Want to learn more about Purpose funds from our team? Use the new online booking service to schedule a call with any of our Portfolio and Product Management teams.

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Fund Details as at

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AUM:
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Management Fee:
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Management Expense Ratio (MER):
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Current Yield:
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Duration:
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Coupon:
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DRIP Eligible
PACC Eligible
SWP Eligible
Registered Accounts Eligible

Portfolio Breakdown as at

Performance

Growth of $1000

Calendar Year Returns as at

Compound Returns as at

Distributions as at

Fund Manager

Portfolio Manager

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Tax and client account statements

Build a watch list of funds

Schedule a call

Show Me This Series:

Why Invest in This Fund?

Fund Details as at

NAV:-

AUM: -

Management Fee: -

Management Expense Ratio (MER): -

Current Yield: -

Duration: -

Coupon: -

Yield to Maturity: -

Fund Structure: -

Distribution Frequency: -

Currency Hedged: -

Order Cut-Off Time: -