Purpose - Family of Funds

 

Name	Category	1 Year	3 Year	5 Year	10 Year
Purpose Special Opportunities Fund Series F	Natural Resources Equity	37.88	31.53	-5.38	-3.49
Purpose Special Opportunities Fund Series Y	Natural Resources Equity	37.17	30.78	-5.93	-3.96
Purpose Special Opportunities Fund Series A	Natural Resources Equity	36.39	30.08	-6.45	-4.54
Purpose Bitcoin ETF Class I Non-Currency Hedged	Alternative Other	32.65
Purpose Bitcoin ETF Class F Non-Currency Hedged	Alternative Other	31.02
Purpose Bitcoin ETF Class A Non-Currency Hedged	Alternative Other	29.50
Purpose Best Ideas Fund Series F Non-Currency Hgd	North American Equity	22.61	-0.94	4.67
Purpose Best Ideas Fund Series XF NCH	North American Equity	22.56	-1.53	3.92
Purpose Best Ideas Fund Series A Non-Currency Hgd	North American Equity	21.30	-2.00	3.57
Purpose Best Ideas Fund Series F U$	North American Equity	19.18	-2.09	3.95
Purpose Best Ideas Fund Series A U$	North American Equity	17.90	-3.14	2.85
Purpose Best Ideas Fund Series I	North American Equity	17.14	-2.63	2.82
Purpose Multi-Strategy Market Neutral Class F	Alternative Market Neutrl	7.03	3.22	-2.56
Purpose Premium Money Market Fund Series F	Canadian Money Market	5.28	2.22	2.01
Purpose Premium Money Market Fund Series A	Canadian Money Market	4.95	1.92	1.72
Purpose US Preferred Share Fund F Non-Cur Hgd	Preferred Sh Fixed Income	-0.25	-2.51	0.67
Purpose US Preferred Share Fund A Non-Cur Hgd	Preferred Sh Fixed Income	-1.03	-3.27	-0.12
Purpose US Preferred Share Fund F Non-Cur Hgd U$	Preferred Sh Fixed Income	-3.05	-3.65	-0.03
Purpose US Preferred Share Fund A Non-Cur Hgd U$	Preferred Sh Fixed Income	-3.80	-4.40	-0.81
Purpose US Preferred Share Fund F	Preferred Sh Fixed Income	-3.93	-4.02	-0.62
Purpose US Preferred Share Fund A	Preferred Sh Fixed Income	-4.73	-4.83	-1.51

Last update: July 2023

Family of Funds

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