Outcomes start with solutions —

What can we help you achieve?

invest for

Any outcome

asset class

Anything

region

Any Region

Some of our top funds

Product Suite —

Our products and solutions

BROCHUREWATCHLIST
Purpose Premium Yield Fund

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

5.76 %
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.

7.40 %
Purpose Structured Equity Yield Portfolio II

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

5.94 %
Purpose Structured Equity Yield Portfolio (Capped)

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

6.85 %
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.

2.42 %
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 Credit Opportunities Fund

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

5.77 %
Purpose Diversified Real Asset Fund

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

1.66 %

BROCHUREWATCHLIST
Purpose Global Bond Fund

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

3.75 %
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.

3.74 %
Purpose Strategic Yield Fund

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

6.25 %
Purpose Floating Rate Income Fund

Earn income that adjusts to changes in interest rates.

5.77 %
Purpose Total Return Bond Fund

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

3.38 %
Purpose Energy Credit Fund (Closed)

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

8.47 %
Purpose Canadian Preferred Share Fund

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

6.29 %
Canadian Investment Grade Preferred Share Fund

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

7.25 %
Purpose US Preferred Share Fund

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

4.73 %
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.

5.39 %
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.

3.71 %
Purpose Pension Portfolio Fund (Closed)

-

N/A
Purpose Credit Opportunities Fund

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

5.77 %
Purpose Specialty Lending Trust

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

N/A

BROCHUREWATCHLIST
Purpose Core Dividend Fund

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

4.08 %
Purpose Enhanced Dividend Fund

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

6.74 %
Purpose US Dividend Fund

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

3.67 %
Purpose International Dividend Fund

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

4.98 %
Purpose Emerging Markets Dividend Fund

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

4.07 %
Big Banc Split Corp

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

25.81 %
Purpose Canadian Financial Income Fund

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

5.23 %
Purpose Core Equity Income Fund

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

4.07 %
Purpose Real Estate Income Fund

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

3.94 %
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.

0.89 %
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.

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.

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.

N/A
Purpose Select Equity Fund

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

N/A
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
Purpose Global Resource Fund

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

10.28 %
Purpose Canadian Equity Growth Fund

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

N/A
Purpose Canadian Income Growth Fund

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

7.15 %
Purpose Structured Equity Yield Portfolio II

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

5.94 %
Purpose Premium Yield Fund

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

5.76 %
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.

7.40 %
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.

2.42 %
Purpose Conservative Income Fund

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

3.28 %
U.S. Banks Income & Growth Fund

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

5.99 %
Purpose Structured Equity Yield Portfolio (Capped)

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

6.85 %

BROCHUREWATCHLIST
Purpose Specialty Lending Trust

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

N/A

BROCHUREWATCHLIST
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.

5.69 %
Purpose Tactical Asset Allocation Fund

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

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.

N/A
Purpose Diversified Real Asset Fund

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

1.66 %

BROCHUREWATCHLIST
Purpose High Interest Savings ETF

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

0.62 %
Purpose US Cash ETF

Earn great yields on your US cash holdings.

0.25 %
Purpose Money Market Fund

Access high rates for your portfolio's safest allocation.

0.57 %
Purpose Premium Money Market Fund (Capped)

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

0.47 %

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

Questions? —

We’re here to help