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
  • Winner of the FundGrade A+ Award* in 2021

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Craig Basinger

Managed by -

Craig Basinger

Purpose Investments

*These annual awards recognize the best of the best among Canadian investment funds that have maintained a high FundGrade rating throughout a calendar year. FundGrade ranks and grades Canadian investment funds monthly against their peers using risk-adjusted performance metrics measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. It’s a completely quantitative measure. To make the grades relevant, funds are only measured against similar investment products with comparable investment mandates. Find out more at www.fundgradeawards.com.

FUND DETAILS

YIELD

N/A

MGMT FEE

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