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Purpose Duration Hedged Real Estate D

PFC803
18.25
+0.07
+0.39%
2018-05-25
5 Years
  • Previous Close

    18.18

  • Net Assets

    196.64K

  • Yield

    5.27%

  • Front load

    None

  • Expenses

    -

  • Category

    Real Estate Equity

  • Morningstar Risk

    Average

  • Morningstar Rating
Profile

Name of Issuer

Purpose Investments Inc.

Fund Style

Open

Fund Manager

Not Disclosed

Investment Style

Medium Blend

The Purpose Duration Hedged Real Estate Fund seeks to (i) provide shareholders with long-term capital appreciation by investing in a portfolio of real estate focused equity securities listed on major North American exchanges and (ii) reduce the risk of rising interest rates associated with real estate equity securities by tactically hedging the duration of the portfolio.

Purchase Information

Initial Purchase 5,000
Initial Purchase: IRA 5,000
Initial Purchase: AIP 5,000

Inception

2014-05-09

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