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Invest in a diversified set of asset classes and strategies through intelligently designed single-ticket solutions.

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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

Global X S&P/Tsx 60 Index ETF

Mackenzie Canadian Equity Index ETF

SPDR S&P 500 ETF TRUST

Canadian Short-Term Bond Index ETF

QQQ Trust Series ETF

US Short-Term Bond ETF

F (Non-FX Hedged) (USD)

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SECTOR	ISSUING BANK	THEME	GEOGRAPHY	MATURITY	PORTFOLIO WEIGHT	# OF POSITIONS
					27.46%
					21.64%
					19.65%
					10.95%
					9.70%
					7.96%

Multi-Asset Class—

Purpose Tactical Asset Allocation Fund