PURPOSE
Discover a new way to access the best of global alternative investment funds.

Capitalize on the Private Asset Advantage

Purpose Pantheon Private Equity Fund

Key features: Single-ticket diversification, evergreen strategy and enhanced liquidity.

Gain core private equity exposure through a single allocation, diversified by manager, geography, stage, vintage, and industry. The fund seeks to provide retail investors with a comprehensive private equity exposure that would be unobtainable using traditional single fund vehicles with high minimum investments and long lockups.

Pantheon is a leading global investor in private equity, infrastructure, real assets, and private debt. With a global private markets reputation established over 35 years ago, Pantheon has an AUM of $65 billion.

Purpose Apollo Private Credit Fund

Key features: Direct lending, unique scale, and targeted risk-adjusted returns.

Gain exposure to a broad private credit mandate, targeting areas of inefficiency in debt markets with the unique scale of Apollo’s lending platform. The Fund aims to provide investors with a stronger and more diversified path to value and a more robust risk-adjusted profile than equivalent public strategies. The Fund focuses on senior secured large corporate direct origination, broadly syndicated loans, and, to a lesser extent, middle-market direct lending.

Apollo is a global, high-growth alternative asset manager that seeks to provide excess return at every point along the risk-reward spectrum from investment grade to private equity. For more than three decades, Apollo has provided clients with an innovative and integrated investing experience and has raised over $513 billion in AUM.

Purpose Bluerock Private Real Estate Fund

Key features: Core real estate, low correlation, and high risk-adjusted returns.

Invest in a highly diversified, income-generating pool of institutional private equity real estate strategies managed by top-ranked institutional managers. The fund seeks to provide investors with a combination of income, capital appreciation, and low correlation to equity and debt markets, opening the opportunity for retail investors to invest directly alongside leading endowments and pension funds investments previously accessible only to large institutions.

Bluerock is a leading national private equity real estate asset manager with a focus on core-plus, value-add, opportunistic, and development investment strategies. Since its inception in 2002, the company has transacted over 20 million square feet of residential and commercial real estate acquisitions and has raised $7.8 billion in AUM.

Ultra high net-worth* investors allocate around

50
%

of their portfolio to private assets

But barriers have caused retail investors to only have about

5
%

private asset exposure*

Unlock access to

Risk-Adjusted Returns

and portfolio diversification with Purpose

Investing in alternatives should be simple.

We’ve built the first truly holistic platform for alternatives in Canada. If you’re interested in accessing Canada’s first private assets platform reach out to us.

* We define ultra-high net-worth investors with at least $30 million. Our statistics sourced are according to surveys from the Chartered Alternative Investment Analyst Association and KKR. The content provided on this site is for informational purposes only, and is not being provided in the context of an offering of any securities described herein, nor is it a recommendation or solicitation to buy, hold or sell any security. The information is not investment advice, nor is it tailored to the needs or circumstances of any investor. Information contained in this document is believed to be accurate and reliable, however, we cannot guarantee that it is complete or current at all times. The information provided is subject to change without notice and neither Purpose Investments Inc. nor is affiliates will be held liable for inaccuracies in the information presented. Commissions, trailing commissions, management fees and expenses all may be associated with investment fund investments, including those mentioned on this site. The respective fund’s disclosure documents contain important detailed information about that investment fund. Always read the fund’s disclosure documents before investing. As with any investment, there are risks to investing in investment funds. There is no assurance that any fund will achieve its investment objective, and its net asset value, yield, and investment return will fluctuate from time to time with market conditions. If the securities are purchased or sold on a stock exchange, you may pay more or receive less than the current net asset value. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Certain statements on this site may be forward-looking. Forward-looking statements (“FLS”) are statements that are predictive in nature, depend on or refer to future events or conditions, or include words such as “may”, “will”, “should”, “could”, “expect”, “anticipate”, “intend”, “plan”, “believe”, “estimate” or other similar expressions. Statements that look forward in time or include anything other than historical information are subject to risks and uncertainties, and actual results, actions or events could differ materially from those set forth in the FLS. FLS are not guarantees of future performance and are by their nature based on numerous assumptions. Although the FLS contained in this document are based upon what Purpose believes to be reasonable assumptions, Purpose cannot assure that actual results will be consistent with these FLS. The reader is cautioned to consider the FLS carefully and not to place undue reliance on the FLS. Unless required by applicable law, it is not undertaken, and specifically disclaimed, that there is any intention or obligation to update or revise FLS, whether as a result of new information, future events or otherwise