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

Purpose Investments

Purpose Investments Launches Actively Managed Portfolio Solutions Targeting Conservative, Balanced, and Growth Risk Profiles

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Craig Basinger, CFA

Craig Basinger

Chief Market Strategist

Provides investors with a combination of long-term capital growth and a moderate level of income. Learn more.

Purpose Active Balanced Fund | Multi-Asset | PABF

Purpose Active Balanced Fund

BMO Aggregate Bond Index ETF

Invesco S&P 500 Equal Weighted Index ETF

iShares Canadian Corporate Bond Index ETF

MSCI EAFE

BMO S&P/Tsx Capped Composite Index ETF

Spdr Bloomberg Barclays Tips ETF

Mackenzie Unconstrained Bond ETF

Avantis International Equity ETF

iShares MSCI Japan ETF

Gold Bars

Purpose Multi-Asset Income Fund

Purpose Tactical Asset Allocation Fund

Purpose Active Conservative Fund

Purpose Active Growth Fund

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SECTOR	GEOGRAPHY	PORTFOLIO WEIGHT
Fixed Income Index	Canada	11.93%
US Large Cap	United States	8.74%
Fixed Income Index	Canada	7.41%
Equity Index	United States	7.19%
Equity Index	Canada	6.04%
Fixed Income Index	United States	5.76%
Fixed Income Index	Canada	4.85%
Equity Index	United States	4.07%
Equity Index	United States	4.05%
Commodities	United States	3.78%

Multi-Asset Class—

Purpose Active Balanced Fund