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Some of our top funds

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Purpose Premium Yield Fund

A low-risk way to generate stable income from equities using our proven options-writing strategy.

Managed by

Frank Maeba

Purpose Structured Equity Yield Portfolio

An equity-based derivatives strategy for generating stable income with a strong protection against losses.

Managed by

Jason Chen

Purpose Tactical Asset Allocation Fund

An asset allocation fund that automatically responds to changing market conditions to generate absolute returns.

Managed by

Craig Basinger

Purpose Global Bond Fund

A cornerstone bond fund for every portfolio that generates stable income from global investment-grade bonds.

Managed by

Norman Milner

Product Index —

Our products and solutions

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

CLASS F MGMT FEE   BROCHURE
Purpose Premium Yield Fund

A low-risk way to generate stable income from equities using our proven options-writing strategy.

PYFPFC23010.60%5.28 %
Purpose Enhanced Premium Yield Fund

A less-risky way to generate higher income from equities, built on the foundation of our proven options-writing strategy, Purpose Premium Yield Fund.

PAYFPFC44010.75%6.95 %
Purpose Structured Equity Yield Portfolio

An equity-based derivatives strategy for generating stable income with a strong protection against losses.

--PFC61010.65%5.97 %
Purpose Tactical Hedged Equity Fund

A more conservative equity fund with a dynamic strategy to hedge against market declines.

PHEPFC3010.80%N/A
Purpose International Tactical Hedged Equity Fund

A more conservative international equity fund with a dynamic strategy to hedge against market declines.

PHWPFC16010.80%2.10 %
Purpose Multi-Strategy Market Neutral Fund

A core alternative fund that generates absolute returns while reducing portfolio risk using classic hedge fund strategies.

PMMPFC14010.95%N/A
Purpose Credit Opportunities Fund

An unconstrained total-return portfolio centering on the best opportunities in credit.

--PFC48040.85%5.93 %
Purpose Tactical Asset Allocation Fund

An asset allocation fund that automatically responds to changing market conditions to generate absolute returns.

RTAPFC39010.75%N/A
Purpose Diversified Real Asset Fund

A diversified portfolio of commodities and equities linked to real assets, uniquely designed to protect against inflation.

PRAPFC5010.60%1.57 %
Purpose Gold Bullion Fund

Own physical gold to protect your portfolio without having to buy your own vault.

KILOPFC37010.20%N/A
Purpose Duration Hedged Real Estate Fund

A diversified portfolio of Canadian and US real estate equities with exposure to all industry subsectors, incorporating systematic interest-rate hedging.

PHRPFC8010.65%3.20 %
Purpose Silver Bullion Fund

Protect your portfolio by owning physical silver without the hassle of storage.

SBT--0.40%N/A

Open new doors to flexible fixed income solutions harnessing the power of active management.

CLASS F MGMT FEE   BROCHURE
Purpose Global Bond Fund

A cornerstone bond fund for every portfolio that generates stable income from global investment-grade bonds.

BNDPFC21010.35%3.60 %
Purpose Global Bond Class

A cornerstone bond fund that generates tax-efficient income from investment-grade bonds, built with the proven strategy from our Purpose Global Bond Fund.

IGBPFC45010.50%3.04 %
Purpose Strategic Yield Fund

Generate higher income with an actively managed basket of quality high-yield bonds.

SYLDPFC46010.80%6.06 %
Purpose Floating Rate Income Fund

Earn income that adjusts to changes in interest rates.

FLOTPFC33010.85%9.20 %
Purpose Total Return Bond Fund

Tactically manage your fixed-income allocations while earning tax-efficient income.

PBDPFC1010.45%3.39 %
Purpose Energy Credit Fund

Tap the energy sector to generate income with lower volatility than equities.

PCFPFC55010.70%7.17 %
Purpose Canadian Preferred Share Fund

Access the hybrid income and growth benefits of actively managed Canadian preferred shares.

RPSPFC19010.75%5.59 %
Canadian Investment Grade Preferred Share Fund

Access the hybrid income and growth benefits of actively managed Canadian preferred shares.

RIGP.UN--0.70%6.43 %
Purpose US Preferred Share Fund

Earn income and diversify with an actively managed portfolio of US preferred shares.

RPUPFC40010.75%4.51 %
June 2021 Investment Grade Bond Pool

A diversified portfolio of high-quality short-term bonds of Canadian and US corporate issuers with a focus on yield enhancement and capital preservation.

RBP.UN--0.75%3.70 %
Investment Grade Managed Duration Income Fund

Diversify income sources with an actively managed strategy that tactically allocates across retail and institutional US preferred share markets.

PFU.UN--0.85%4.94 %
Purpose Credit Opportunities Fund

An unconstrained total-return portfolio centering on the best opportunities in credit.

--PFC48040.85%5.93 %
Purpose Specialty Lending Trust

A core private asset solution to generate higher income from a diverse portfolio of global private debt.

----7.84 %

Benefit from outcome-oriented structured solutions to meet your real-life needs and capture undiscovered value in niche markets.

CLASS F MGMT FEE   BROCHURE
Purpose Marijuana Opportunities Fund

An actively managed equity fund designed to capture the growth potential of the global cannabis industry with dampened volatility.

MJJPFC42010.75%3.80 %
Medical Cannabis and Wellness UCITS ETF

European investors can access a diverse basket of medical cannabis and wellness securities through our partnership with London-based investment manager, HANetf.

CBSX.DE--N/A
Purpose Core Dividend Fund

A cornerstone equity fund for every portfolio, designed using our proven dividend income strategy.

PDFPFC4010.55%3.61 %
Purpose Enhanced Dividend Fund

Our proven core dividend strategy, enhanced with covered calls to generate a higher yield.

PDIVPFC27010.65%5.82 %
Purpose US Dividend Fund

Our proven dividend strategy applied to US markets to build a sector-balanced portfolio of yield-focused equities.

PUDPFC15010.55%3.24 %
Purpose International Dividend Fund

A cornerstone international equity fund, built with our proven core dividend strategy.

PIDPFC17010.55%4.18 %
Purpose Emerging Markets Dividend Fund

A unique blend of direct emerging market equity exposure with our proven options-writing strategy.

REMPFC41010.80%3.27 %
Purpose Canadian Financial Income Fund

Efficient exposure to Canada’s blue-chip financial stocks, enhanced with covered calls to generate a higher yield.

BNCPFC24010.55%4.34 %
U.S. Banks Income & Growth Fund

Efficient and broad exposure to US financial stocks, enhanced with covered calls to generate a higher yield.

PUB.UN--0.75%4.09 %
Purpose Core Equity Income Fund

A dividend-oriented equity fund with diverse exposures across Canadian and US sectors.

RDEPFC29010.75%3.71 %
Purpose Duration Hedged Real Estate Fund

A diversified portfolio of Canadian and US real estate equities with exposure to all industry subsectors, incorporating systematic interest-rate hedging.

PHRPFC8010.65%3.20 %
Purpose Best Ideas Fund

A high-conviction equity fund built with the top picks of the world’s best money managers.

PBIPFC7010.65%N/A
Purpose Global Innovators Fund

A high-growth equity fund built with the cutting-edge companies that are disrupting the status quo and shaping the future.

PINVPFC43011.00%N/A
Purpose Behavioural Opportunities Fund

A unique equity fund that uses the principles of behavioural psychology to benefit from the mistakes and missed opportunities of other investors.

BHAVPFC28010.75%N/A
Purpose Select Equity Fund

An actively-managed equity fund, built primarily with high-conviction Canadian equities.

--PFC50011.00%6.37 %
Purpose Special Opportunities Fund

A high-conviction equity fund that focuses on smaller resource companies and other unique opportunities.

--PFC58011.50%N/A
Purpose Global Resource Fund

Easy equity exposure to North American resource companies with a focus on providing stable income.

--PFC51010.90%7.47 %
Purpose Canadian Income Growth Fund

Easy equity exposure to Canadian companies with a high potential for income.

--PFC53011.25%5.78 %
Purpose Premium Yield Fund

A low-risk way to generate stable income from equities using our proven options-writing strategy.

PYFPFC23010.60%5.28 %
Purpose Structured Equity Yield Portfolio

An equity-based derivatives strategy for generating stable income with a strong protection against losses.

--PFC61010.65%5.97 %
Purpose Enhanced Premium Yield Fund

A less-risky way to generate higher income from equities, built on the foundation of our proven options-writing strategy, Purpose Premium Yield Fund.

PAYFPFC44010.75%6.95 %
Purpose Tactical Hedged Equity Fund

A more conservative equity fund with a dynamic strategy to hedge against market declines.

PHEPFC3010.80%N/A
Purpose International Tactical Hedged Equity Fund

A more conservative international equity fund with a dynamic strategy to hedge against market declines.

PHWPFC16010.80%2.10 %
Purpose Conservative Income Fund

Protect your capital and earn income from a balanced portfolio of stocks and bonds.

PRPPFC25010.55%3.10 %
Purpose Canadian Equity Growth Fund

Easy equity exposure to Canadian companies with a high potential for growth.

--PFC49011.50%N/A

Access leading global managers and proprietary asset pools to expand your portfolio beyond traditional markets.

CLASS F MGMT FEE   BROCHURE
Purpose Specialty Lending Trust

A core private asset solution to generate higher income from a diverse portfolio of global private debt.

----7.84 %

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

CLASS F MGMT FEE   BROCHURE
Purpose Multi-Asset Income Fund

Gain broad exposure to income streams across multiple asset classes from across the globe.

PINCPFC6010.85%4.96 %
Purpose Monthly Income Fund

Generate income from a portfolio of stocks, bonds and real assets that allocates by risk parity.

PINPFC2010.55%5.35 %
Purpose Tactical Asset Allocation Fund

An asset allocation fund that automatically responds to changing market conditions to generate absolute returns.

RTAPFC39010.75%N/A
Purpose Multi-Strategy Market Neutral Fund

A core alternative fund that generates absolute returns while reducing portfolio risk using classic hedge fund strategies.

PMMPFC14010.95%N/A
Purpose Diversified Real Asset Fund

A diversified portfolio of commodities and equities linked to real assets, uniquely designed to protect against inflation.

PRAPFC5010.60%1.57 %

Get some of the best rates in Canada on your safest assets.

CLASS F MGMT FEE   BROCHURE
Purpose High Interest Savings ETF

Generate best-in-class yields and access your cash anytime

PSA--0.15%2.15 %
Purpose US Cash ETF

Earn great yields on your US cash holdings.

PSU.U--0.15%1.73 %
Purpose Money Market Fund

Access high rates for your portfolio's safest allocation.

--PFC20010.20%2.10 %
Purpose Premium Money Market Fund (Capped)

Get the most out of your cash with tax efficiency and capital protection.

--PFC22010.20%2.10 %

Increase diversification while hedging against global turbulence and inflation with affordable access to precious metals.

CLASS F MGMT FEE   BROCHURE
Purpose Gold Bullion Fund

Own physical gold to protect your portfolio without having to buy your own vault.

KILOPFC37010.20%N/A
Purpose Silver Bullion Fund

Protect your portfolio by owning physical silver without the hassle of storage.

SBT--0.40%N/A

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