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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 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	THEME	GEOGRAPHY	MATURITY	PORTFOLIO WEIGHT	# OF POSITIONS
Equity Index		United States		39.14%
Equity Index		United States		19.91%

Equity—

Purpose Tactical Thematic Fund