Purpose Investments Background

Outcomes start with solutions —

What can we help you achieve?

Some of our top funds

Product Suite —

Our products and solutions

BROCHUREWATCHLIST
Purpose Bitcoin ETF

Own a piece of history with the first physically settled Bitcoin ETF available to investors.

N/A
Purpose Ether Yield ETF

The world’s first yield-focused Ether ETF

10.76 %
Purpose Ether ETF

Own a piece of history with the first physically settled Ether ETF available to investors.

N/A
Purpose Ether Staking Corp. ETF

Participate in network consensus and earn rewards through ETH staking.

N/A
Purpose Bitcoin Yield ETF

The world’s first yield-focused Bitcoin ETF

9.70 %

BROCHUREWATCHLIST
Purpose Credit Opportunities Fund

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

5.79 %
Purpose Premium Yield Fund

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

7.58 %
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.

8.83 %
Purpose Structured Equity Yield Plus Fund

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

8.02 %
Purpose Structured Equity Growth Fund

An equity-based derivatives strategy for generating growth with contingent downside protection against losses

N/A
Purpose Structured Equity Yield Fund

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

6.43 %
Purpose Tactical Hedged Equity Fund

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

N/A
Purpose International Tactical Hedged Equity Fund

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

3.05 %
Purpose Multi-Strategy Market Neutral Fund

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

N/A
Purpose Diversified Real Asset Fund

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

3.01 %
Purpose Bitcoin ETF

Own a piece of history with the first physically settled Bitcoin ETF available to investors.

N/A
Purpose Ether Yield ETF

The world’s first yield-focused Ether ETF

10.76 %
Purpose Ether ETF

Own a piece of history with the first physically settled Ether ETF available to investors.

N/A
Purpose Ether Staking Corp. ETF

Participate in network consensus and earn rewards through ETH staking.

N/A
Purpose Bitcoin Yield ETF

The world’s first yield-focused Bitcoin ETF

9.70 %

BROCHUREWATCHLIST
Purpose Credit Opportunities Fund

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

5.79 %
Purpose Global Bond Fund

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

4.87 %
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.

4.85 %
Purpose Strategic Yield Fund

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

6.26 %
Purpose Global Flexible Credit Fund

Generate high yield and capital appreciation from an active global credit strategy.

5.91 %
Purpose Total Return Bond Fund

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

4.29 %
Purpose Canadian Preferred Share Fund

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

5.16 %
Purpose US Preferred Share Fund

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

5.77 %
Purpose Specialty Lending Trust

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

6.19 %

BROCHUREWATCHLIST
Purpose Core Dividend Fund

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

4.01 %
Purpose Enhanced Dividend Fund

Our proven core dividend strategy, enhanced with put writing to generate a higher yield and reduce tracking error to broad equity indices.

12.22 %
Purpose International Dividend Fund

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

3.95 %
Purpose Emerging Markets Dividend Fund

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

7.23 %
Big Banc Split Corp

An equally weighted portfolio of Canada's 'Big-Six' banks through Class A and Preferred shares issued by the corporation.

13.61 %
Purpose Canadian Financial Income Fund

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

5.83 %
Purpose Core Equity Income Fund

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

4.02 %
Purpose Real Estate Income Fund

A diversifying source of income and growth linked to a broad portfolio of high-quality real estate assets.

4.44 %
Purpose Best Ideas Fund

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

N/A
Purpose Marijuana Opportunities Fund

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

0.62 %
Purpose Global Innovators Fund

A high-growth equity fund built with the cutting-edge companies that are driving disruptive innovation and digital transformation.

N/A
Purpose Select Equity Fund

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

N/A
Purpose Global Resource Fund

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

3.88 %
StoneCastle Equity Growth Fund (Formerly Purpose Canadian Equity Growth Fund)

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

N/A
StoneCastle Income Growth Fund (Formerly Purpose Canadian Income Growth Fund)

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

8.18 %
Purpose Special Opportunities Fund

A high-conviction equity fund combining 100+ years’ of investing experience selecting Purpose’s best picks across all sectors and cap sizes.

N/A
Amazon (AMZN) Yield Shares Purpose ETF

Maximize yield from holding Amazon shares by using covered call strategy and moderate leverage.

8.89 %
Tesla (TSLA) Yield Shares Purpose ETF

Maximize yield from holding Tesla shares by using covered call strategy and moderate leverage.

20.23 %
Alphabet (GOOGL) Yield Shares Purpose ETF

Maximize yield from holding Alphabet shares by using covered call strategy and moderate leverage.

6.97 %
Berkshire Hathaway (BRK) Yield Shares Purpose ETF

Maximize yield from holding Berkshire Hathaway shares by using covered call strategy and moderate leverage.

4.58 %
Apple (AAPL) Yield Shares Purpose ETF

Maximize yield from holding Apple shares by using covered call strategy and moderate leverage.

6.85 %
Microsoft (MSFT) Yield Shares Purpose ETF

Maximize yield from holding Microsoft shares by using covered call strategy and moderate leverage.

$0.100/unit
NVIDIA (NVDA) Yield Shares Purpose ETF

Maximize yield from holding NVIDIA shares by using covered call strategy and moderate leverage.

$0.550/unit
Purpose Structured Equity Growth Fund

An equity-based derivatives strategy for generating growth with contingent downside protection against losses

N/A
Purpose Conservative Income Fund

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

3.74 %
Purpose Premium Yield Fund

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

7.58 %
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.

8.83 %
Purpose International Tactical Hedged Equity Fund

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

3.05 %
Purpose Tactical Hedged Equity Fund

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

N/A
Purpose Structured Equity Yield Fund

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

6.43 %
Purpose Healthcare Innovation Yield Fund (formerly Purpose Healthcare Innovation Yield ETF)

A dynamic, high-conviction portfolio providing exposure to cutting-edge companies in the biotechnology and healthcare sectors while generating attractive yield.

8.30 %
Purpose Tactical Thematic Fund

Systematic approach to thematic investments selects leaders based on momentum with an automated sell discipline to take the emotion out of the exits.

N/A

BROCHUREWATCHLIST
Purpose Specialty Lending Trust

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

6.19 %
Purpose Bluerock Private Real Estate Fund

This fund is a comprehensive multi-strategy, multi-manager, multisector approach to access best-in-class institutional private real estate assets.

N/A
Purpose Pantheon Private Equity Fund

This fund provides foundational private equity exposure — diversified by strategy, geography, manager, and vintage — and access to exclusive opportunities via primary and secondary fund investments with a majority exposure to manager co-investments.

N/A
Purpose Apollo Private Credit Fund

This fund provides foundational private credit exposure to alternative lending strategies across large corporate, mid cap, and broadly syndicated markets; conservative risk exposure; and the ability to take regular distributions.

N/A

BROCHUREWATCHLIST
Purpose Tactical Asset Allocation Fund

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

N/A
Longevity Pension Fund

Redefine retirement with income for life

8.74 %
Purpose Multi-Asset Income Fund

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

5.72 %
Purpose Monthly Income Fund

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

5.70 %
Purpose Active Conservative Fund

Gain broad exposure to an all-in-one core portfolio consisting of a diverse set of asset classes and geographies.

N/A
Purpose Diversified Real Asset Fund

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

3.01 %
Purpose Multi-Strategy Market Neutral Fund

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

N/A
Purpose Active Balanced Fund

Gain broad exposure to an all-in-one core portfolio consisting of a diverse set of asset classes and geographies.

N/A
Purpose Active Growth Fund

Gain broad exposure to an all-in-one core portfolio consisting of a diverse set of asset classes and geographies.

N/A

BROCHUREWATCHLIST
Purpose High Interest Savings Fund

Generate best-in-class yields on your savings and access your cash anytime.

4.66 %
Purpose US Cash Fund

Earn great yields on your US cash holdings.

5.18 %
Purpose Premium Money Market Fund (Capped)

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

3.30 %
Purpose Cash Management Fund

A safe, short-term, and liquid vehicle to park your cash.

4.88 %
Purpose USD Cash Management Fund

A safe, short-term, and liquid vehicle to park your U.S. cash.

5.36 %

BROCHUREWATCHLIST
Purpose Gold Bullion Fund

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

N/A
Purpose Silver Bullion Fund

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

N/A

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Vice President, Sales

Head of Advisor Sales

VP, Sales Eastern Region

VP, Sales Eastern

Ontario/Maritimes