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Invest in a diversified set of asset classes and strategies through intelligently designed single-ticket solutions.

Purpose Investments

A Volatility Playbook: Portfolio Insights from Top PMs

Purpose Investments Announces It Will Switch from T+2 to T+1 Settlements on May 27, 2024

Purpose Investments Inc. Announces Final Annual 2021 Capital Gains Distributions for Purpose Fund Corp. and Big Banc Split Corp. Funds

Purpose Investments Inc. Announces 2021 Estimated Annual Capital Gains Distributions

Richardson Wealth and Purpose Investments Deepen Relationship with Innovative Asset Management Partnership

Purpose Investments Highlights the Power of Being Tactical as Purpose Tactical Asset Allocation Fund Turns Five Years Old

Craig Basinger

Chief Market Strategist

5 Years, 5 Stars and 5 Reasons to be Tactical

Greg Taylor

Chief Investment Officer

Central banks respond as volatility goes viral

How Purpose Tactical Asset Allocation Can Help Manage Uncertainty

Uncertainty’s reign continues despite September’s stability

Purpose’s CIO: My Top Three Approaches For These Uncertain Markets.

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Craig Basinger, CFA

Reduce risk with a tactical, rules-based strategy that oscillates between equity, fixed income and cash depending on prevailing market conditions — Learn more.

Tactical Asset Allocation Fund | RTA | Purpose Investments 

Purpose Tactical Asset Allocation Fund

Canadian Short Term Bond

iShares Canadian Universe Bond Index ETF

S&P/TSX 60 Index ETF

Vanguard Total Stock Market ETF

US Short-Term Bond ETF

QQQ Trust Series ETF

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Purpose Tactical Hedged Equity Fund

Purpose International Tactical Hedged Equity Fund

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SECTOR	ISSUING BANK	THEME	GEOGRAPHY	MATURITY	PORTFOLIO WEIGHT	# OF POSITIONS
					27.02%
					16.13%
					13.84%
					12.81%
					12.81%
					11.33%
					5.47%

Multi-Asset Class—

Purpose Tactical Asset Allocation Fund