The purpose of this fund
An asset allocation fund that automatically responds to changing market conditions to generate absolute returns.
- •Systematic model monitors economic and market indicators daily to pinpoint changes in the environment, capturing upside in rising markets and protecting on the downside when they turn
- •Asset allocation can range from 100% equity to 100% fixed income, with discretion to include commodities and cash
- •Tax-efficient returns from its corporate class structure
- •Winner of the FundGrade A+ Award* in 2021
Read our primer
Managed by -
Craig Basinger
Purpose Investments
ELIGIBILITY
- drip
- pacc
- swp
- registered accounts eligible
*These annual awards recognize the best of the best among Canadian investment funds that have maintained a high FundGrade rating throughout a calendar year. FundGrade ranks and grades Canadian investment funds monthly against their peers using risk-adjusted performance metrics measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. It’s a completely quantitative measure. To make the grades relevant, funds are only measured against similar investment products with comparable investment mandates. Find out more at www.fundgradeawards.com.
FUND DETAILS
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