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Benefit from outcome-oriented structured solutions to meet your real-life needs and capture undiscovered value in niche markets.

Purpose Investments

Purpose Investments Inc. Announces Final Annual 2024 Capital Gains Distributions for  Purpose Fund Corp.

Purpose Investments Announces It Will Switch from T+2 to T+1 Settlements on May 27, 2024

Purpose Investments Unveils Tactical Thematic Fund to Access Market-Leading Growth Trends While Minimizing Downside Risk

Purpose Investments Files Preliminary Prospectus for a Tactical Thematic Fund

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Background - Real Tactical Thematic Fund

Craig Basinger, CFA

Craig Basinger

Chief Market Strategist

An equity fund that capitalizes on the uptrends of thematic ETFs with a built-in sell discipline. Gain exposure to cutting-edge fields like biotechnology and AI

Purpose Tactical Thematic Fund | RTT | Purpose Investments 

Purpose Tactical Thematic Fund

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SECTOR	ISSUING BANK	THEME	GEOGRAPHY	MATURITY	PORTFOLIO WEIGHT	# OF POSITIONS
Equity Index			United States		39.34%
Materials			United States		24.10%

Equity—

Purpose Tactical Thematic Fund