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 Ether ETF

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

N/A
Purpose Crypto Opportunities ETF

The world’s first actively managed crypto ETF designed to provide investors with risk-adjusted returns above that of outright token ownership and a superior cryptocurrency investment experience.

0.64 %
Purpose Ether Yield ETF

The world’s first yield-focused Ether ETF

35.22 %
Purpose Bitcoin Yield ETF

The world’s first yield-focused Bitcoin ETF

26.10 %
Purpose Bitcoin ETF

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

N/A

BROCHUREWATCHLIST
Purpose Credit Opportunities Fund

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

5.62 %
Purpose Premium Yield Fund

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

5.92 %
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.

8.01 %
Purpose Structured Equity Yield Plus Portfolio

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

8.87 %
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 Portfolio (formerly Purpose Structured Equity Yield Portfolio II)

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

7.06 %
Purpose Structured Equity Yield Portfolio (Closed)

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

6.23 %
Purpose Tactical Hedged Equity Fund

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

0.81 %
Purpose International Tactical Hedged Equity Fund

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

2.40 %
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.

1.16 %
Purpose DeFi Opportunities Fund

Canada’s first decentralized finance (“DeFi”) fund, providing diverse, managed exposure to the rapidly growing DeFi sector within the digital assets space.

N/A
Purpose Ether ETF

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

N/A
Purpose Crypto Opportunities ETF

The world’s first actively managed crypto ETF designed to provide investors with risk-adjusted returns above that of outright token ownership and a superior cryptocurrency investment experience.

0.64 %
Purpose Ether Yield ETF

The world’s first yield-focused Ether ETF

35.22 %
Purpose Bitcoin Yield ETF

The world’s first yield-focused Bitcoin ETF

26.10 %
Purpose Bitcoin ETF

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

N/A

BROCHUREWATCHLIST
Purpose Credit Opportunities Fund

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

5.62 %
Purpose Global Bond Fund

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

4.14 %
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.

4.15 %
Purpose Strategic Yield Fund

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

6.09 %
Purpose Floating Rate Income Fund (changed to Purpose Global Flexible Credit Fund)

Earn income that adjusts to changes in interest rates.

4.52 %
Purpose Total Return Bond Fund

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

3.70 %
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.

5.18 %
Canadian Investment Grade Preferred Share Fund

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

5.77 %
Purpose US Preferred Share Fund

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

5.75 %
June 2021 Investment Grade Bond Pool (Closed)

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 Specialty Lending Trust

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

5.95 %
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.

5.16 %
Purpose Global Flexible Credit Fund (formerly Purpose Floating Rate Income Fund)

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

5.20 %

BROCHUREWATCHLIST
Purpose Global Climate Opportunities Fund

A fund designed to capture the tailwinds from the fight against climate change by investing in transformational technologies, energy transition opportunities, and sustainability leaders across the world.

0.65 %
Purpose Core Dividend Fund

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

3.38 %
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.

6.12 %
Purpose US Dividend Fund

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

3.28 %
Purpose International Dividend Fund

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

5.14 %
Purpose Emerging Markets Dividend Fund

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

4.82 %
Big Banc Split Corp

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

5.72 %
Purpose Canadian Financial Income Fund

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

4.32 %
Purpose Core Equity Income Fund

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

4.09 %
Purpose Real Estate Income Fund

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

4.16 %
Purpose Best Ideas Fund

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

2.87 %
Purpose Marijuana Opportunities Fund

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

0.35 %
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 driving disruptive innovation and digital transformation.

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.

0.43 %
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.

4.80 %
Purpose Canadian Equity Growth Fund

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

2.06 %
Purpose Canadian Income Growth Fund

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

6.28 %
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 Structured Equity Yield Portfolio (formerly Purpose Structured Equity Yield Portfolio II)

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

7.06 %
Purpose Structured Equity Yield Portfolio (Closed)

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

6.23 %
U.S. Banks Income & Growth Fund

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

4.11 %
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.

5.11 %
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.

8.01 %
Purpose Conservative Income Fund

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

3.35 %
Purpose Premium Yield Fund

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

5.92 %
Purpose Tactical Hedged Equity Fund

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

0.81 %
Purpose International Tactical Hedged Equity Fund

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

2.40 %
Purpose Structured Equity Growth Fund

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

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.

5.95 %

BROCHUREWATCHLIST
Purpose Tactical Asset Allocation Fund

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

0.81 %
Longevity Pension Fund

Redefine retirement with income for life

8.37 %
Purpose Multi-Asset Income Fund

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

5.14 %
Purpose Monthly Income Fund

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

5.77 %
Purpose Diversified Real Asset Fund

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

1.16 %
StoneCastle Global Tactical Asset Allocation Fund

0.99 %
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

BROCHUREWATCHLIST
Purpose High Interest Savings ETF

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

1.82 %
Purpose US Cash Fund

Earn great yields on your US cash holdings.

1.78 %
Purpose Money Market Fund

Access high rates for your portfolio's safest allocation.

1.77 %
Purpose Premium Money Market Fund

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

1.67 %
Purpose Cash Management Portfolio

Get an optimized yield for your cash holdings across the entire spectrum of cash instruments

N/A

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