Multi-Asset Class Background
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Multi-Asset Class

Purpose Tactical Asset Allocation Fund

The purpose of this fund

  • Systematic model monitors economic and market indicators daily to pinpoint changes in the environment, capturing upside in rising markets and protecting on the downside when they turn
  • Asset allocation can range from 100% equity to 100% fixed income, with discretion to include commodities and cash
  • Tax-efficient returns from its corporate class structure

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Managed by -

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Purpose Investments Inc.

Craig Basinger, CFA

Craig Basinger, CFA
Chief Market Strategist

Purpose Investments Inc.

Commissions, trailing commissions, management fees and expenses all may be associated with investment fund investments. Please read the prospectus and other disclosure documents before investing. There can be no assurance that the full amount of your investment in a fund will be returned to you. If the securities are purchased or sold on a stock exchange, you may pay more or receive less than the current net asset value. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. The indicated rate[s] of returns are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns.