Purpose Investments Unveils Tactical Thematic Fund to Access Market-Leading Growth Trends While Minimizing Downside Risk
19 Oktober 2023 - 1:30PM
Purpose Investments Inc. (“Purpose”) is proud to announce the
launch of the
Purpose Tactical Thematic Fund (the
“Fund”), a tactical thematic equity fund that uses momentum
indicators to capture uptrends across the market’s most dynamic
themes, combined with a rules-based sell discipline that defuses
the emotional biases that can cause investors to hold onto these
trades for too long. The Fund will begin trading today on Cboe
Canada (formerly Neo Exchange Inc.) under the ticker
RTT. The Fund also offers conventional series A,
F, I, XA, XF, and XUF mutual fund shares.
Building on the proprietary methodology pioneered with the
award-winning Purpose Tactical Asset Allocation Fund (ticker: RTA),
the Fund will use a rules-based strategy that targets thematic
investments positioned to benefit from disruptive shifts in
cutting-edge fields like renewable energy, biotechnology, and AI.
The investment process is designed to build exposure to themes with
the strongest uptrends while avoiding and exiting those in a
downtrend.
“Thematic investing is an inspiring and innovative space.
Catching onto those themes can be easy, but far too often, knowing
when to exit those positions can be challenging,” says Vlad
Tasevski, Head of Asset Management, Institutions and Investors at
Purpose. “With the Purpose Tactical Thematic Fund, investors can
gain exposure to those rising themes, before many others even see
the uptrend, with an emotionless tactical sell discipline for when
those trends turn.”
Key benefits of the Fund include:
- Upside exposure to innovative and
transformational sectors with market-leading price growth.
- Diversification across
opportunities, limiting concentration risk in a singular market
trend.
- Automated de-risking methodology to
instill an emotionless exit discipline.
- All-in-all, a core solution to
incorporate market-leading growth opportunities into a portfolio
with built-in risk management to manage the volatility.
“Investing in thematic ETFs is exciting and can really provide a
growth tilt for a portfolio,” says Craig Basinger, Chief Market
Strategist at Purpose and the Fund’s portfolio manager.
“Unfortunately, many investor experiences with thematic ETFs have
been poor, buying late and holding on too long. With our
rules-based process, we believe we have created a safer way to gain
exposure to this exciting part of the market.”
As Purpose Investments continues to lead the way in innovative
financial products, the Purpose Tactical Thematic Fund represents
the firm’s latest step in identifying underserved areas for
investors and solving their challenges with unique tools to thrive
in dynamic market environments. Learn more about the Fund here:
www.purposeinvest.com/funds/purpose-tactical-thematic-fund
About Purpose Investments
Purpose Investments is an asset management company with over $17
billion in assets under management. Purpose Investments has an
unrelenting focus on client-centric innovation and offers a range
of managed and quantitative investment products. Purpose
Investments is led by well-known entrepreneur Som Seif and is a
division of Purpose Unlimited, an independent technology-driven
financial services company.
For further information, please contact:Keera Hart
keera.hart@kaiserpartners.com905-580-1257
The content of this document 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. Information
contained in this document is not, and under no circumstances is it
to be construed as, an offering memorandum, prospectus,
advertisement or public offering of securities. No securities
commission or similar regulatory authority has reviewed this
information, and any representation to the contrary is an offence.
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.
Commissions, trailing commissions, management fees and expenses
all may be associated with investment fund investments. Please read
the prospectus and other disclosure documents before investing.
There can be no assurance that the full amount of your investment
in a fund will be returned to you. 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. Fund distribution levels and frequencies are not
guaranteed and may vary at the Purpose Investment’s sole
discretion.
Certain statements in this document 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 that 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
Investments believes to be reasonable assumptions, Purpose
Investments 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.
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