Private Assets Background Image

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

cash

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

Purpose Investments

Purpose Investments Expands Structured Product Family with Launch of Purpose Structured Equity Growth Fund

current_yield

mgmt_fee

fund_structure

distribution_frequency

curr_hedged

cut_off

Brochure

Commentary

Financial Statements

Fund Facts

MRFP

PFIC

Prospectus

Purpose Structured Equity Growth Fund

Greg Taylor, CFA

Greg Taylor

greg-2

Chief Investment Officer

Jason Chen, CFA, FRM

Jason Chen

jason-2

Portfolio Manager, Systematic Investing

An equity-based derivatives strategy for generating an attractive return with contingent downside protection against losses

S&P 500 Index (CAD- Hedged)

Equal Weight US Banks Hedged to CAD Index

U.S. Small Cap Index (CAD-Hedged)

NASDAQ 100 Index (CAD-Hedged)

Dow Jones Industrial Average Hedged to CAD Index

S&P/TSX 60 Index

S&P TSX Equal Weight Banks Index

MSCI Emerging Markets Index

S&P/TSX Global Gold Index

Cash

Purpose Structured Equity Yield Fund

Resources

Funds

Platforms

About us

Open search bar

Profile icon

Your Purpose Account

Site Navigation

GEOGRAPHY	PORTFOLIO WEIGHT	# OF POSITIONS
U.S.	18.02%	16
U.S.	14.07%	17
U.S.	12.59%	11
U.S.	3.35%	3
U.S.	1.19%	1
Canada	30.51%	27
Canada	10.82%	11
International	1.79%	2
Global	5.98%	6
Cash	1.67%	1

Alternatives—

Purpose Structured Equity Growth Fund