Purpose International Enhanced Equity Income Fund (formerly, Purpose International Tactical Hedged Equity Fund) (PHW.TO)

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This investment vehicle strives for sustained long-term capital growth while simultaneously reducing overall risk. It accomplishes this by strategically hedging up to three-quarters of its equity portfolio, which comprises stocks listed on international exchanges beyond the US and Canada. The fund employs a proprietary investment framework that prioritizes specific attributes of high-performing companies, such as fundamental shifts, attractive valuations, growth potential, and robust quality. This hedging mechanism is designed to capture the unique value (alpha) derived from individual security selections, thereby lowering the risk associated with general market movements (beta). To further its objectives, the fund may utilize derivative instruments. Additionally, it can generate supplementary income through short selling or securities lending activities. The portfolio undergoes monthly reconstitution and rebalancing.