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Purpose Global Innovators Fund

The purpose of this fund

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

  • Guided by the principal that if a firm does not consider itself a technology company, it must buy a product from one, become one or get left behind
  • Core holding of enterprise software is complimented with sub-themes, including consumer technology, robotics & engineering, cloud & infrastructure, payments & processing and Medtech
  • Focus on companies with long-term secular growth that leverage AI, automation, network effects and platforms
  • Diversification across early and late-stage companies, giving access to the complete life cycle of innovation
  • Tax-efficient returns from its corporate class structure
Greg Taylor, CFA
Nicholas Mersch, CFA

Managed by -

Greg Taylor, CFA, CIO

Nicholas Mersch, CFA

Purpose Investments

ESG RatingWhat is ESG?
  • EEnvironmental
  • SSocial
  • GGovernance

ESG ratings, powered by Sustainalytics, evaluate a fund’s exposure to environmental, social, and governance risk factors as well as management efforts to mitigate underlying risks when possible. A lower score indicates low-risk exposure and transparent, active management.

FUND DETAILS

YIELD

N/A

MGMT FEE

NAV

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