Multi-Asset Class Background
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Multi-Asset Class

Purpose Active Growth Fund

Asset Allocation

AS AT OCT 31, 2024

Equity - Geography

AS AT OCT 31, 2024

Active vs. Passive

AS AT OCT 31, 2024

Holdings

AS AT OCT 31, 2024

HoldingTickerWeight
Cash
CAD CashCAD Cash0.5%
Purpose High Interest Savings FundPSA1.4%
Fixed Income
BMO Aggregate Bond ETFZAG8.8%
Purpose Global Bond ETFBND4.5%
Purpose Canadian Preferred Share ETFRPS3.0%
Balanced
Purpose Tactical Asset Allocation ETFRTA6.5%
North American Equity
BMO S&P/TSX Capped Composite ETFZCN14.3%
Purpose Core Equity Income ETFRDE10.5%
Invesco S&P 500 Equal Weight ETF CADEQL8.4%
Invesco QQQ TrustQQQ6.4%
iShares Russell 2000 ETFIWM3.2%
International Equity
Purpose International Dividend ETFPID6.8%
iShares Core MSCI EAFE ETFIEFA8.0%
iShares MSCI Japan ETFEWJ4.0%
Vanguard FTSE Emerging Mkts All Cap ETFVEE5.1%
iShares MSCI EAFE Min Vol Factor ETFEFAV3.9%
Diversifiers
Purpose Gold BullionKILO4.7%