Multi-Asset Class Background
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Multi-Asset Class

Purpose Tactical Asset Allocation Fund

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

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Craig Basinger

Managed by -

Craig Basinger

Purpose Investments

ESG Risk RatingWhat is ESG?

No ESG score is shown for this fund because either (1) the fund's mandate does not incorporate single security selection, rendering ESG analysis something that cannot be assured on a portfolio management basis, or (2) Purpose does not currently have access to ESG scoring data for >50% of the fund's positions. ESG scores are not shown for these funds as they might be misleading or misrepresent a fund's ESG integration or lack thereof.

*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

YIELD

N/A

MGMT FEE

NAV

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