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Craig Basinger, CFA

Craig Basinger

Chief Market Strategist

Derek Benedet

derek benedet

Portfolio Manager

Reduce risk with a tactical, rules-based strategy that oscillates between equity, fixed income and cash depending on prevailing market conditions — Learn more.

Tactical Asset Allocation Fund | RTA | Purpose Investments 

Purpose Tactical Asset Allocation Fund

Canadian Short-Term Bond Index ETF

SPDR S&P 500 ETF TRUST

QQQ Trust Series ETF

Global X S&P/Tsx 60 Index ETF

US Short-Term Bond ETF

Mackenzie Canadian Equity Index ETF

F (Non-FX Hedged) (USD)

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SECTOR	ISSUING BANK	THEME	GEOGRAPHY	MATURITY	PORTFOLIO WEIGHT	# OF POSITIONS
					49.59%
					25.12%
					10.33%
					5.96%
					2.81%
					2.50%

Multi-Asset Class—

Purpose Tactical Asset Allocation Fund