Q: I recently purchased the PIN Purpose Monthly Income Fund. The Purpose website shows it currently has a large weighting in high-yield corporate bonds, a fair chunk in real assets along with dividend paying equities. How would you compare this to ZMI as a small weighting for med risk retirees seeking income and inflation protection?
Portfolio Analytics is counting it as 100% equity. I also see a discrepancy for the AUM of the fund (8mm vs 40mm) on the 5i profile page. Can this be corrected?
Portfolio Analytics is counting it as 100% equity. I also see a discrepancy for the AUM of the fund (8mm vs 40mm) on the 5i profile page. Can this be corrected?
