Multi-Asset Class Background
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Multi-Asset Class

Purpose Active Growth Fund

Asset Allocation

AS AT MAR 12, 2025

Equity - Geography

AS AT MAR 12, 2025

Active vs. Passive

AS AT MAR 12, 2025

Holdings

AS AT MAR 12, 2025

HoldingTickerWeight
Cash
CAD CashCAD Cash1.0%
Purpose High Interest Savings FundPSA2.7%
Fixed Income
BMO Aggregate Bond ETFZAG6.5%
Purpose Global Bond ETFBND4.2%
BMO MT US IG Corp Bd Hdgd to CAD ETFZMU2.5%
Balanced
Purpose Tactical Asset Allocation ETFRTA6.2%
North American Equity
BMO S&P/TSX Capped Composite ETFZCN14.3%
Purpose Core Equity Income ETFRDE10.0%
Invesco S&P 500 Equal Weight ETF CAD HEQL.F8.2%
Invesco QQQ TrustFEUSA000036.7%
iShares Russell 2000 ETFIWM3.1%
International Equity
Purpose International Dividend ETFPID6.7%
iShares Core MSCI EAFE ETFIEFA7.8%
iShares MSCI Japan ETFEWJ3.8%
Vanguard FTSE Emerging Mkts All Cap ETFVEE4.8%
iShares MSCI EAFE Min Vol Factor ETFEFAV3.8%
Diversifiers
Purpose Gold BullionKILO4.7%
Purpose Premium Yield ETFPYF3.0%