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Annual Report

Brochure

Class D Redesignation

Commentary

Financial Statements

Fund Facts

MRFP

PFIC

Prospectus

current_yield

mgmt_fee

duration

coupon

maturity_yield

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Decumulation cohort 5

Class A5

Class F5

Decumulation cohort 4

Class A4

Class F4

Decumulation cohort 3

Class A3

Class F3

Decumulation cohort 2

Class A2

Class F2

Decumulation cohort 1

Class A1

Class F1

Accumulation

Class Accumulator A

Class Accumulator AT5

Class Accumulator F

Class Accumulator FT5

Longevity Pension Fund

Purpose Global Bond Fund

Purpose Core Dividend Fund

BMO Ultra Short-Term Bond ETF

Purpose Premium Yield Fund

BMO Long-Term Us Treasury Bond Index ETF

Purpose Canadian Preferred Share Fund

Purpose International Dividend Fund

Invesco S&P 500 Equal Weighted Index ETF - CAD

Purpose Gold Bullion Fund

Purpose Strategic Yield Fund

Purpose Diversified Real Asset Fund

Purpose Structured Equity Yield Fund II

Purpose Emerging Markets Dividend Fund

iShares U.S. Small Cap Index ETF Cad-Hedged

SPDR S&P 500 ETF Trust Put 535 11/15/24

SPDR S&P 500 ETF Trust Put 515 11/15/24

Cash

Gold Bars

United States Treasury Note (Usd)

Canadian Treasury Bill

Euro-Bobl Future

Euro-Bund Future

United States Treasury Note 3.625% 05/31/2028

Canadian Imperial Bank Of Commerce

AbbVie Inc

Pembina Pipeline Corporation

Cenovus Energy Inc Pref. Series 3

Euro-Schatz Fut

Agnico Eagle Mines Limited

Enbridge Inc.

TC Energy Corporation

Manulife Financial Corp

The Bank of Nova Scotia

Toronto-Dominion Bank

Procter & Gamble Co

Power Corporation Of Canada, SV

Exxon Mobil Corp

Nutrien Ltd

BCE Inc.

MSCI India

Hydro One Limited

Sun Life Financial Inc.

Tourmaline Oil Corp.

Restaurant Brands International Inc.

Chevron Corp

Royal Bank Of Canada 4.200% 12/31/2049

Merck & Co Inc

ConocoPhillips

Lockheed Martin Corp

Kinross Gold Corporation

Dish Network Corporation Conv. (USD) 3.375% 08/15/2026

Toronto-Dominion Bank (The), Pref. 3.9% Series "A"

National Bank Of Canada

Royal Bank Of Canada

Transalta Corporation, Pref. 5.194% Series "E"

Unilever Plc

Novartis Ag

Johnson & Johnson

T-Mobile USA Inc. (USD) 3.500% 04/15/2031

International Business Machines Corp

Brookfield Corp Pref. Series 40

Total Sa

Trulieve Cannabis Corporation (USD) 8.000% 10/06/2026

Canadian National Railway Company

India 50

Mcafee Preferred Shares 11.00% 12/31/2049

Gsk Plc

Colgate-Palmolive Co

Ivory Coast Government International Bond (USD) 8.250% 01/30/2037

Vale Overseas Ltd. (USD) 6.400% 06/28/2054

Thomson Reuters Corp.

Raizen Fuels Finance Sa (USD) 5.700% 01/17/2035

Axa Sa

Emera Inc.

Cenovus Energy Inc Pref. Series 1

Bank Of Montreal

Home Depot Inc

Intesa Sanpaolo SpA

George Weston Limited

Lafargeholcim Ltd., Class "B"

Sanofi

Kazmunaygas National Co Jsc (USD) 6.375% 10/24/2048

Zurich Insurance Group Ag

Guatemala Government Bond (USD) 3.700% 10/07/2033

Saudi Arabian Oil Company (USD) 5.875% 07/17/2064

Pembina Pipeline Corporation, Pref. Series 3

Altagas Ltd., Pref. Series "G"

Deutsche Bank Ag/New York Ny (USD) 5.403% 09/11/2035

Allianz Se

Comision Federal De Electricidad (USD) 3.348% 02/09/2031

Cenovus Energy Inc Pref. Series 5

Coca-Cola Co

3R Lux Sarl (USD) 9.750% 02/05/2031

Citigroup Inc. (USD) 7.000% 12/31/2049

Brookfield Corp Pref. Series 34

Royal Bank Of Canada, Pref. Series "Bf"

Tesco Plc

LSB Industries Inc. (USD) 6.250% 10/15/2028

Brazilian Government International Bond (USD) 7.125% 05/13/2054

HSBC Holdings PLC

Rogers Communications Inc., Class ''B'"

National Australia Bank Limited

Ecn Capital Corp., Pref. 6.25% Series "C"

Enel Spa

Stonemor Inc. (USD) 8.500% 05/15/2029

Qualcomm Inc.

Minerva Luxembourg Sa (USD) 8.875% 09/13/2033

Tc Energy Corporation

Royal Bank Of Canada, Pref. Series "Bd"

New Residential Investment Corporation (USD) 6.250% 10/15/2025

Enbridge Inc., Pref. 4.40% Series 11

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Till Death Do Us Part: How Couples Can Create Retirement Income for Life

How Much Do I Need to Save for Retirement?

Questions et réponses

Questions and Answers

How Longevity Fits Into a Retirement Portfolio

Income for Life: How It’s Possible

Purpose Investments Launches Longevity Pension Fund, the World’s First Income-for-Life Mutual Fund

What Happens if You Retire When the Markets Are Down?

Retirement Through the Ages: A History of Pensions and Policies

À propos de nous

About Us

Purpose Investments Announces Advisory Committee for Longevity Pension Fund

What Happens if You Live Longer Than You Expect?

The Benefits of Regular Exercise After 65

Our Story

Five Letters That Can Help You Live a Longer Life

Retirement in a Time of Rising Rates

A New Alternative to Annuities

Presse

Newsroom

Purpose Investments Releases Annual Report With Actuarial Review for Its Longevity Pension Fund

When Your Retirement Plans Go Awry

Purpose Investments Releases Longevity Pension Fund Income Policy on How the Fund Manages Income-for Life Payments to Retirees

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One Year of Income for Life

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How to Invest

How to Invest When You Might Live to 100

Longevity’s 2022 Fund Review and Actuarial Report Summary

Purpose and LifeWorks Partner to Offer Longevity Pension Fund as Option for DC Plan Sponsors

Maximize Your Retirement Income: The Unique Benefits of Holding the Longevity Pension Fund Within a TFSA