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Benefit from outcome-oriented structured solutions to meet your real-life needs and capture undiscovered value in niche markets.

Purpose Investments

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

Purpose Investments Unveils Tactical Thematic Fund to Access Market-Leading Growth Trends While Minimizing Downside Risk

Purpose Investments Files Preliminary Prospectus for a Tactical Thematic Fund

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Background - Real Tactical Thematic Fund

Craig Basinger, CFA

Craig Basinger

Chief Market Strategist

An equity fund that capitalizes on the uptrends of thematic ETFs with a built-in sell discipline. Gain exposure to cutting-edge fields like biotechnology and AI

Purpose Tactical Thematic Fund | RTT | Purpose Investments 

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SECTOR	ISSUING BANK	THEME	GEOGRAPHY	MATURITY	PORTFOLIO WEIGHT	# OF POSITIONS
Equity Index			United States		39.16%
Equity Index			United States		21.28%

Equity—

Purpose Tactical Thematic Fund