Purpose Investments Background

Outcomes start with solutions —

What can we help you achieve?

Some of our top funds

Product Suite —

Our products and solutions

BROCHUREWATCHLIST
Purpose Credit Opportunities Fund

An unconstrained total-return portfolio centreing on the best opportunities in credit.

5.41 %
Purpose Global Bond Fund

A cornerstone bond fund for every portfolio that generates stable income from global investment-grade bonds.

5.75 %
Purpose Global Bond Class

A cornerstone bond fund that generates tax-efficient distributions from investment-grade bonds, built with the proven strategy from our Purpose Global Bond Fund.

4.70 %
Purpose Strategic Yield Fund

Generate higher income with an actively managed basket of quality high-yield bonds.

5.79 %
Purpose Global Flexible Credit Fund

Generate high yield and capital appreciation from an active global credit strategy.

7.72 %
Purpose Total Return Bond Fund

Tactically manage your fixed-income allocations while earning tax-efficient income.

4.24 %
Purpose Canadian Preferred Share Fund

Access the hybrid income and growth benefits of actively managed Canadian preferred shares.

4.59 %
Purpose US Preferred Share Fund

Earn income and diversify with an actively managed portfolio of US preferred shares.

5.74 %
Purpose Specialty Lending Trust

An award winning core private asset solution to generate higher income from a diverse portfolio of global private debt.

N/A

BROCHUREWATCHLIST
Purpose Credit Opportunities Fund

An unconstrained total-return portfolio centreing on the best opportunities in credit.

5.41 %
Purpose Premium Yield Fund

A low-risk way to generate stable income from equities using our proven options-writing strategy.

7.76 %
Purpose Enhanced Premium Yield Fund

A less-risky way to generate higher income from equities, built on the foundation of our proven options-writing strategy, Purpose Premium Yield Fund.

8.68 %
Purpose Structured Equity Yield Plus Fund

An equity-based derivatives strategy for generating stable, enhanced income with a strong protection against losses.

7.91 %
Purpose Structured Equity Growth Fund

An equity-based derivatives strategy for generating growth with contingent downside protection against losses

N/A
Purpose Structured Equity Yield Fund

An equity-based derivatives strategy for generating attractive income with a strong protection against losses.

6.32 %
Purpose Tactical Hedged Equity Fund

A more conservative equity fund with a dynamic strategy to hedge against market declines.

N/A
Purpose International Enhanced Equity Income Fund (formerly, Purpose International Tactical Hedged Equity Fund)

Core international equity strategy, enhanced with option writing strategies to generate higher yield and reduced market volatility

2.78 %
Purpose Multi-Strategy Market Neutral Fund

A core alternative fund that generates absolute returns while reducing portfolio risk using classic hedge fund strategies.

N/A
Purpose Diversified Real Asset Fund

A diversified portfolio of commodities and equities linked to real assets, uniquely designed to hedge against a weakening dollar.

2.57 %
Purpose Bitcoin ETF

Own regulated exposure to Bitcoin through the first physically settled Bitcoin ETF available to investors.

N/A
Sabius Private Institutional Mandate

N/A
Purpose Ether Yield ETF

The world’s first yield-focused Ether ETF, offering investors a regulated way to earn additional income from Ether exposure.

17.81 %
Purpose Bitcoin Yield ETF

The world’s first yield-focused Bitcoin ETF, designed to generate additional income from Bitcoin exposure through a regulated investment structure.

12.45 %
Purpose Core Ether ETF

A cost-efficient and regulated way to gain exposure to spot Ether with staking yield designed for long-term investors.

N/A
Purpose Core Bitcoin ETF

A cost-efficient and secure way to gain exposure to spot Bitcoin through a regulated ETF designed for long-term investors.

N/A
Purpose XRP ETF

Invest in XRP through Canada’s digital asset ETF pioneer—offering exposure with no management fee until February 2026.

N/A
Purpose Solana ETF

Gain exposure to Solana through one of the world’s first spot Solana ETFs with built-in staking, where rewards flow directly back to the fund.

N/A
Purpose Ether ETF

Gain regulated exposure to Ether through the first physically settled Ether ETF available to investors.

N/A
Purpose Ether Staking Corp. ETF

Participate in network consensus and earn rewards through ETH staking.

N/A

BROCHUREWATCHLIST
Purpose High Interest Savings Fund

Generate best-in-class yields on your savings and access your cash anytime.

2.24 %
Purpose US Cash Fund

Earn great yields on your US cash holdings.

3.79 %
Purpose Premium Money Market Fund (Capped)

Get the most out of your cash with tax efficiency and capital protection.

1.35 %
Purpose Cash Management Fund

A safe, short-term, and liquid vehicle to park your cash.

2.68 %
Purpose USD Cash Management Fund

A safe, short-term, and liquid vehicle to park your U.S. cash.

4.01 %

BROCHUREWATCHLIST
Purpose Gold Bullion Fund

Own physical gold to protect your portfolio without having to buy your own vault.

N/A
Purpose Silver Bullion Fund

Protect your portfolio by owning physical silver without the hassle of storage.

N/A

BROCHUREWATCHLIST
Purpose Bitcoin ETF

Own regulated exposure to Bitcoin through the first physically settled Bitcoin ETF available to investors.

N/A
Purpose Ether Yield ETF

The world’s first yield-focused Ether ETF, offering investors a regulated way to earn additional income from Ether exposure.

17.81 %
Purpose Bitcoin Yield ETF

The world’s first yield-focused Bitcoin ETF, designed to generate additional income from Bitcoin exposure through a regulated investment structure.

12.45 %
Purpose Core Ether ETF

A cost-efficient and regulated way to gain exposure to spot Ether with staking yield designed for long-term investors.

N/A
Purpose Core Bitcoin ETF

A cost-efficient and secure way to gain exposure to spot Bitcoin through a regulated ETF designed for long-term investors.

N/A
Purpose XRP ETF

Invest in XRP through Canada’s digital asset ETF pioneer—offering exposure with no management fee until February 2026.

N/A
Purpose Solana ETF

Gain exposure to Solana through one of the world’s first spot Solana ETFs with built-in staking, where rewards flow directly back to the fund.

N/A
Purpose Ether ETF

Gain regulated exposure to Ether through the first physically settled Ether ETF available to investors.

N/A
Purpose Ether Staking Corp. ETF

Participate in network consensus and earn rewards through ETH staking.

N/A

BROCHUREWATCHLIST
Purpose Core Dividend Fund

A cornerstone equity fund for every portfolio, designed using our proven dividend income strategy.

3.35 %
Purpose Enhanced Dividend Fund

Our proven core dividend strategy, enhanced with put writing to generate a higher yield and reduce tracking error to broad equity indices.

12.02 %
Purpose International Dividend Fund

A cornerstone international equity fund, built with our proven core dividend strategy.

3.18 %
Purpose Emerging Markets Dividend Fund

A unique blend of direct emerging market equity exposure with our proven options-writing strategy.

6.36 %
Big Banc Split Corp

An equally weighted portfolio of Canada's 'Big-Six' banks through Class A and Preferred shares issued by the corporation.

9.11 %
Purpose Canadian Financial Income Fund

Efficient exposure to Canada’s blue-chip financial stocks, enhanced with covered calls to generate a higher yield.

4.52 %
Purpose Core Equity Income Fund

A dividend-oriented equity fund with diverse exposures across Canadian and US sectors.

3.28 %
Purpose Real Estate Income Fund

A diversifying source of income and growth linked to a broad portfolio of high-quality real estate assets.

4.41 %
Purpose Best Ideas Fund

A high-conviction equity fund built with the top picks of the world’s best money managers.

N/A
Purpose Global Innovators Fund

A high-growth equity fund built with the cutting-edge companies that are driving disruptive innovation and digital transformation.

N/A
Purpose Global Resource Fund

High-impact equity exposure to global resource companies with a focus on providing capital gain.

1.81 %
Amazon (AMZN) Yield Shares Purpose ETF

Maximize yield from holding Amazon shares by using a covered call strategy and moderate leverage.

10.98 %
Tesla (TSLA) Yield Shares Purpose ETF

Maximize yield from holding Tesla shares by using a covered call strategy and moderate leverage.

27.78 %
Alphabet (GOOGL) Yield Shares Purpose ETF

Maximize yield from holding Alphabet shares by using a covered call strategy and moderate leverage.

6.39 %
Berkshire Hathaway (BRK) Yield Shares Purpose ETF

Maximize yield from holding Berkshire Hathaway shares by using a covered call strategy and moderate leverage.

6.52 %
Apple (AAPL) Yield Shares Purpose ETF

Maximize yield from holding Apple shares by using a covered call strategy and moderate leverage.

6.08 %
Purpose International Enhanced Equity Income Fund (formerly, Purpose International Tactical Hedged Equity Fund)

Core international equity strategy, enhanced with option writing strategies to generate higher yield and reduced market volatility

2.78 %
Microsoft (MSFT) Yield Shares Purpose ETF

Maximize yield from holding Microsoft shares by using a covered call strategy and moderate leverage.

9.05 %
Purpose TD (TD) Yield Shares ETF

Enhanced income from holding shares of TD by using a covered call strategy and moderate leverage

$0.090/unit
Purpose Structured Equity Yield Fund

An equity-based derivatives strategy for generating attractive income with a strong protection against losses.

6.32 %
Costco (COST) Yield Shares Purpose ETF

Maximize yield from holding Costco shares using a covered call strategy and moderate leverage.

$0.160/unit
Netflix (NFLX) Yield Shares Purpose ETF

Maximize yield from holding Netflix shares by using a covered call strategy and moderate leverage.

$0.250/unit
Broadcom (AVGO) Yield Shares Purpose ETF

Maximize yield from holding Broadcom shares by using a covered call strategy and moderate leverage.

$0.330/unit
AMD (AMD) Yield Shares Purpose ETF

Maximize yield from holding AMD shares by using a covered call strategy and moderate leverage.

$0.300/unit
Coinbase (COIN) Yield Shares Purpose ETF

Maximize yield from holding Coinbase shares by using a covered call strategy and moderate leverage.

$0.450/unit
UnitedHealth Group (UNH) Yield Shares Purpose ETF

Maximize yield from holding UnitedHealth Group shares by using a covered call strategy and moderate leverage.

$0.150/unit
Palantir (PLTR) Yield Shares Purpose ETF

Maximize yield from holding Palantir shares by using a covered call strategy and moderate leverage.

$0.500/unit
Meta (META) Yield Shares Purpose ETF

Maximize yield from holding Meta shares by using a covered call strategy and moderate leverage.

$0.300/unit
NVIDIA (NVDA) Yield Shares Purpose ETF

Maximize yield from holding NVIDIA shares by using a covered call strategy and moderate leverage.

19.10 %
Purpose Canadian Natural Resources (CNQ) Yield Shares ETF

Enhanced income from holding shares of Canadian Natural Resources by using a covered call strategy and moderate leverage

$0.140/unit
Purpose Scotiabank (BNS) Yield Shares ETF

Enhanced income from holding shares of Scotiabank by using a covered call strategy and moderate leverage

$0.100/unit
Purpose RBC (RY) Yield Shares ETF

Enhanced income from holding shares of Royal Bank by using a covered call strategy and moderate leverage

$0.090/unit
Purpose Couche-Tard (ATD) Yield Shares ETF

Enhanced income from holding shares of Alimentation Couche-Tard by using a covered call strategy and moderate leverage

$0.065/unit
Purpose Dollarama (DOL) Yield Shares ETF

Enhanced income from holding shares of Dollarama by using a covered call strategy and moderate leverage

$0.055/unit
Purpose Shopify (SHOP) Yield Shares ETF

Enhanced income from holding shares of Shopify by using a covered call strategy and moderate leverage

$0.180/unit
Purpose Enbridge (ENB) Yield Shares ETF

Enhanced income from holding shares of Enbridge by using a covered call strategy and moderate leverage

$0.110/unit
Purpose Brookfield (BN) Yield Shares ETF

Enhanced income from holding shares of Brookfield by using a covered call strategy and moderate leverage

$0.065/unit
Purpose Telus (T) Yield Shares ETF

Enhanced income from holding shares of TELUS by using a covered call strategy and moderate leverage

$0.140/unit
Purpose Enhanced Premium Yield Fund

A less-risky way to generate higher income from equities, built on the foundation of our proven options-writing strategy, Purpose Premium Yield Fund.

8.68 %
Purpose Premium Yield Fund

A low-risk way to generate stable income from equities using our proven options-writing strategy.

7.76 %
Purpose Structured Equity Growth Fund

An equity-based derivatives strategy for generating growth with contingent downside protection against losses

N/A
Tech Innovators Yield Shares Purpose ETF

Maximize yield by investing in a portfolio of technology and innovation companies using a covered call strategy and moderate leverage.

$0.200/unit
Purpose Tactical Thematic Fund

Systematic approach to thematic investments selects leaders based on momentum with an automated sell discipline to take the emotion out of the exits.

N/A
Purpose Conservative Income Fund

Protect your capital and earn income from a balanced portfolio of stocks and bonds.

3.59 %
Purpose Tactical Hedged Equity Fund

A more conservative equity fund with a dynamic strategy to hedge against market declines.

N/A

BROCHUREWATCHLIST
Purpose Tactical Asset Allocation Fund

An asset allocation fund that automatically responds to changing market conditions to generate absolute returns.

N/A
Longevity Pension Fund

Redefine retirement with income for life

8.75 %
Purpose Multi-Asset Income Fund

Gain broad exposure to income streams across multiple asset classes from across the globe.

5.01 %
Purpose Monthly Income Fund

Generate income from a portfolio of stocks, bonds and real assets that allocates by risk parity.

5.26 %
Sabius Private Institutional Mandate

N/A
Purpose Active Balanced Fund

Gain broad exposure to an all-in-one core portfolio consisting of a diverse set of asset classes and geographies.

2.56 %
Purpose Active Conservative Fund

Gain broad exposure to an all-in-one core portfolio consisting of a diverse set of asset classes and geographies.

3.08 %
Purpose Active Growth Fund

Gain broad exposure to an all-in-one core portfolio consisting of a diverse set of asset classes and geographies.

2.22 %
Purpose Diversified Real Asset Fund

A diversified portfolio of commodities and equities linked to real assets, uniquely designed to hedge against a weakening dollar.

2.57 %
Purpose Multi-Strategy Market Neutral Fund

A core alternative fund that generates absolute returns while reducing portfolio risk using classic hedge fund strategies.

N/A

BROCHUREWATCHLIST
Purpose Specialty Lending Trust

An award winning core private asset solution to generate higher income from a diverse portfolio of global private debt.

N/A
Purpose Pantheon Private Equity Fund

This fund provides foundational private equity exposure — diversified by strategy, geography, manager, and vintage — and access to exclusive opportunities via primary and secondary fund investments with a majority exposure to manager co-investments.

N/A
Purpose Apollo Private Credit Fund

This fund provides foundational private credit exposure to alternative lending strategies across large corporate, mid cap, and broadly syndicated markets; conservative risk exposure; and the ability to take regular distributions.

N/A

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