Separately Managed Accounts (SMA)

Separately Managed Accounts (SMAs) are models available at a select number of wealth firms in Canada. The end client holds the securities directly in their account with complete transparency of holdings and sees all transactions.

SEPARATELY MANAGED ACCOUNTINCEPTION DATEASSET CLASSGEOGRAPHICFOCUSOBJECTIVEBENCHMARKCOMMENTARY

Purpose Core Income SMA

Apr 2011EquityCanada & max 35% USDividend & dividend growthActively managed to provide income with some capital appreciationTSX total returnDownload

Purpose U.S. Dividend SMA

Jul 2011EquityUSDividend & dividend growthActively managed to provide income with some capital appreciationS&P500 TRDownload

Purpose Canadian Dividend SMA

Aug 2008EquityCanadaDividend & dividend growthActively managed to provide income with some capital appreciationTSX total returnDownload

Purpose Tactical ETF SMA

Sep 2011Tactical Balanced North AmericanEquity & bond ETFsRisk reducing side car strategy 40% TSX/ 20% S&P 500/ 40% FTSE DEXDownload

Purpose Diversified Income SMA

Feb 2012BalancedCanada & USIncomeActively managed to provide income capital preservation with some appreciation60% TSX TR/ 40% DEX universeDownload
SMA Commentaries

Modern investment thinking

SMA Commentary
A soccer ball getting kicked

Thoughts and Positioning SMA Commentary

Separately Managed Accounts (SMAs) are models available at a select number of wealth firms in Canada. The end client holds the securities directly in their account with complete transparency of holdings and sees all transactions.

SMA Commentary
magma core

Purpose Core Income SMA Quarterly Commentary

Canadian equity with up to 35% U.S. equity with a dividend and dividend growth focus. U.S. holdings are concentrated in sectors underrepresented in the Canadian dividend universe. This is our flagship dividend strategy.

SMA Commentary
monument in the desert

Purpose US Dividend SMA Quarterly Commentary

US equity portfolio with a dividend and dividend growth focus.

SMA Commentary
two red canoes in the lake with mountains in the background

Purpose Canadian Dividend SMA Quarterly Commentary

Canadian equity portfolio with a dividend and dividend growth focus.

SMA Commentary
A man holding a soccer pitch playbook

Purpose Tactical ETF SMA

This is a rules-based strategy designed to add a tactical component to an overall portfolio. On SMA this mandate is closed with the exception of large accounts/institutions. It is available in fund and ETF versions

SMA Commentary
A tennis raquet being held down behind a tennis ball on a tennis court

Purpose Diversified Income SMA

Balanced strategy incorporating condensed Core Income equity holdings with a bond allocation. The bonds are largely ETFs and can include preferred shares.

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Managed by-

Craig Basinger, CFA

Chief Market Strategist

Purpose Investments

Commissions, trailing commissions, management fees and expenses all may be associated with investment fund investments. The prospectus contains important detailed information about the investment fund. Please read the prospectus before investing. There is no assurance that any fund will achieve its investment objective, and its net asset value, yield, and investment return will fluctuate from time to time with market conditions. Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated. The indicated rate of return is the historical annual compounded total return including changes in share/unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns.
This information is provided for illustrative and discussion purposes only. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. Historical trends do not imply, forecast or guarantee future results. Information is as of the date indicated and subject to change without notice. Nothing herein constitutes a prediction or projection of future events or future market behavior.
If the securities are purchased or sold on a stock exchange, you may pay more or receive less than the current net asset value. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.