Purpose Tactical Asset Allocation Fund
RTA.NE
CBOE CA- -
CAD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- CEO
- Som Seif
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 130 Adelaide St. West, Suite 3100 Toronto ON Canada M5H 3P5
- IPO Date
- May 23, 2017
- Website
- purposeinvest.com
- Similar Companies
- Business
- Purpose Tactical Asset Allocation Fund (RTA.NE) is an actively managed, balanced ETF offered by Purpose Investments Inc. that seeks long-term capital appreciation with lower volatility and reduced correlation to broad equity markets through a rules-based, tactical asset-allocation approach across North American equities, fixed income, and cash; the fund employs ETF investments listed on North American exchanges to implement its strategy and targets diversification benefits within a single-ETF structure. Main products and services - Tactical asset allocation strategy: active, rules-based allocation among equity, fixed income, and cash exposures to capitalize on changing market conditions - North American ETF portfolio execution: invests in a diversified mix of ETFs representing equities, fixed income, and cash assets - Fund solutions for investors seeking balance and capital appreciation with risk controls: include systematic rebalancing, risk-managed exposure, and cost-conscious access to multi-asset strategies - Share classes and fund family administration: series and share class structures managed by Purpose Investments Inc., with ongoing fund administration, reporting, and investor communications Latest major company changes - Strategic enhancements to the tactical allocation framework, including potential refinements to volatility controls and allocation triggers to respond to evolving market regimes - Expanded product disclosures and updated risk management practices to align with evolving regulatory and market standards - Ongoing fund-level enhancements such as updated fee structures and improved investor reporting to reflect the fund’s multi-asset, tactical approach - Potential partnerships or collaborations within the Purpose Investments platform to broaden distribution or streaming of fund data and performance analytics - Revisions to fund documentation and SEDAR/firm-wide communications to reflect current investment philosophy and process changes Additional context - Industry and segments: managed multi-asset and tactical asset allocation funds; equivalents include balanced and asset allocation strategies - Target markets and customers: retail and qualified investors seeking automated, diversified exposure with active tactical management; suitability spans Canadian and North American investor bases - Geographic operations: primarily Canada and North America, with fund listings on North American exchanges - Founding year and headquarters: Purpose Investments Inc. operates as the fund sponsor; headquarters is in Canada, with distribution and management activities across North American markets - Subsidiaries/parent relationships: fund is part of Purpose Investments Inc., which administers multiple mutual funds and ETFs Note: The description references the fund’s core objective, structure, and recent generic strategic updates typical of a disciplined, actively managed tactical asset allocation fund within Purpose Investments’ lineup. For the most precise, up-to-date details on current holdings, exact fee schedule, and the latest changes, please consult the fund’s current prospectus and the official Purpose Investments fund page.