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Reduce risk without sacrificing return using tried and tested portfolio solutions.

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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 Expands Structured Product Family with Launch of Purpose Structured Equity Growth Fund

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Purpose Structured Equity Growth Fund

Greg Taylor, CFA

Greg Taylor

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Chief Investment Officer

Jason Chen, CFA, FRM

Jason Chen

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Portfolio Manager, Systematic Investing

An equity-based derivatives strategy for generating an attractive return with contingent downside protection against losses

S&P 500 Index (CAD- Hedged)

NASDAQ 100 Index (CAD-Hedged)

Equal Weight US Banks Hedged to CAD Index

U.S. Small Cap Index (CAD-Hedged)

Dow Jones Industrial Average Hedged to CAD Index

S&P/TSX 60 Index

S&P TSX Equal Weight Banks Index

MSCI Emerging Markets Index

S&P/TSX Global Gold Index

Cash

Purpose Structured Equity Yield Fund

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GEOGRAPHY	PORTFOLIO WEIGHT	# OF POSITIONS
U.S.	17.76%	15
U.S.	12.89%	11
U.S.	12.35%	17
U.S.	11.87%	11
U.S.	2.16%	2
Canada	32.63%	30
Canada	9.46%	11
International	1.66%	2
Global	5.31%	6
Cash	-6.09%	1

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Purpose Structured Equity Growth Fund