Steadyhand Class – Purpose Active Balanced Fund

The fund seeks to provide unitholders with a combination of long-term capital growth and a moderate level of income, primarily by investing in a diverse portfolio of equity securities and fixed income securities located anywhere in the world. The fund’s objective is to outperform a passive balanced strategy over a full market cycle on a risk adjusted basis.

The management fee for the fund is 1.34%. The fee includes all of the fund's operating expenses and taxes, as well as all management fees paid to Steadyhand and the managers of the underlying funds. In other words, there is no double-dipping on fees. For further information, click here.

You have a medium to long-term investment horizon and a medium risk tolerance. Consider this fund if you’re seeking a diversified mix of stocks and fixed income, with Craig Basinger and his team actively managing asset allocation and rebalancing. The fund is designed to serve as a one-stop investment solution and a core holding within a portfolio, if applicable.

Canada and abroad: The fund invests in equities in Canada and abroad, with a tilt towards foreign stocks. The geographic allocation of the fund's equity investments may vary from these parameters, however, based on where the manager is seeing the best value. The fixed income portion of the fund primarily invests in bonds and income-producing securities issued by Canadian governments and corporations.

The Purpose Active Balanced Fund is a globally diversified, multi-asset portfolio designed to provide a balanced combination of long-term capital growth, income and downside risk management. The fund invests across global equities and fixed income through a mix of actively managed and passive strategies, with a long-term allocation that maintains meaningful exposure to both asset classes. Craig Basinger and his team actively adjust the portfolio’s equity, fixed-income and regional exposures based on macroeconomic conditions, valuations, momentum and fundamental signals, seeking to capture opportunities while maintaining the fund’s balanced risk profile.

• Make sure the Fund’s balanced, globally diversified approach fits within your overall investment plan.

• Understand that Craig Basinger and his team have flexibility to adjust the mix of stocks and fixed income as market conditions change.

• Stay invested and allow the team to make asset allocation and rebalancing decisions on your behalf.

• Maintain realistic expectations. Returns will reflect the performance of both stocks and fixed income over time.

Purpose Investments Inc.

• Independent, Toronto-based investment firm founded in 2012 by well-known entrepreneur Som Seif.

• Believe in outcomes over benchmarks.

• Experienced leadership team.

• Mission is to be the leader in modern, client-focused financial services.