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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 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	GEOGRAPHY	PORTFOLIO WEIGHT
Equity Index	United States	21.98%
Equity Index	United States	19.79%
Equity Index	United States	19.44%
Financials	United States	18.23%

Equity—

Purpose Tactical Thematic Fund