multi

Invest in a diversified set of asset classes and strategies through intelligently designed single-ticket solutions.

Purpose Investments

Purpose Investments Inc. Announces Final Annual 2024 Capital Gains Distributions for  Purpose Fund Corp.

A Volatility Playbook: Portfolio Insights from Top PMs

Purpose Investments Announces It Will Switch from T+2 to T+1 Settlements on May 27, 2024

Purpose Investments Inc. Announces Final Annual 2021 Capital Gains Distributions for Purpose Fund Corp. and Big Banc Split Corp. Funds

Purpose Investments Inc. Announces 2021 Estimated Annual Capital Gains Distributions

Richardson Wealth and Purpose Investments Deepen Relationship with Innovative Asset Management Partnership

Purpose Investments Highlights the Power of Being Tactical as Purpose Tactical Asset Allocation Fund Turns Five Years Old

Craig Basinger

Chief Market Strategist

5 Years, 5 Stars and 5 Reasons to be Tactical

Greg Taylor

Chief Investment Officer

Central banks respond as volatility goes viral

Uncertainty’s reign continues despite September’s stability

Purpose’s CIO: My Top Three Approaches For These Uncertain Markets.

current_yield

mgmt_fee

fund_structure

distribution_frequency

curr_hedged

cut_off

settlement_date

cusip

exchange

Amendment

Brochure

Commentary

Educational

ETF Facts

Financial Statements

Fund Facts

How Currency Hedging Works

MRFP

PFIC

Prospectus

Read our primer

RTA Background

Craig Basinger, CFA

Reduce risk with a tactical, rules-based strategy that oscillates between equity, fixed income and cash depending on prevailing market conditions — Learn more.

Tactical Asset Allocation Fund | RTA | Purpose Investments 

Purpose Tactical Asset Allocation Fund

US Short-Term Bond ETF

Canadian Short-Term Bond Index ETF

S&P/TSX 60 Index ETF

iShares Canadian Universe Bond Index ETF

Total Bond Market

SPDR S&P 500 ETF TRUST

QQQ Trust Series ETF

F (USD)

Purpose Tactical Hedged Equity Fund

Purpose International Tactical Hedged Equity Fund

Resources

Funds

Platforms

About us

Open search bar

Profile icon

Your Purpose Account

Site Navigation

SECTOR	ISSUING BANK	THEME	GEOGRAPHY	MATURITY	PORTFOLIO WEIGHT	# OF POSITIONS
					21.78%
					21.44%
					18.79%
					16.55%
					5.68%
					4.93%
					4.05%

Multi-Asset Class—

Purpose Tactical Asset Allocation Fund