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Annual Report

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Class D Redesignation

Commentary

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MRFP

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Prospectus

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Decumulation cohort 6

Class A6

Class F6

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

Purpose International Dividend Fund

BMO Long-Term Us Treasury Bond Index ETF

Invesco S&P 500 Equal Weighted Index ETF

Purpose Strategic Yield Fund

Purpose Gold Bullion Fund

Purpose Diversified Real Asset Fund

Purpose Structured Equity Yield Fund II

Purpose Canadian Preferred Share Fund

Purpose Emerging Markets Dividend Fund

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

SPDR S&P 500 ETF Trust Put 535 05/16/25

SPDR S&P 500 ETF Trust Put 525 05/16/25

Cash

Gold Bars

Us 2Yr Note (Cbt)

Agnico Eagle Mines Limited

Canadian Imperial Bank Of Commerce

TC Energy Corporation

United States Treasury Note 3.625% 05/31/2028

Manulife Financial Corp

Enbridge Inc.

Us 5Yr Note (Cbt)

Pembina Pipeline Corporation

Canadian Treasury Bill

Power Corporation Of Canada, SV

The Bank of Nova Scotia

Toronto-Dominion Bank

Hydro One Limited

AbbVie Inc

Tourmaline Oil Corp.

Procter & Gamble Co

Chevron Corp

Canadian National Railway Company

Exxon Mobil Corp

BCE Inc.

Sun Life Financial Inc.

Nutrien Ltd

Johnson & Johnson

Bank Of Montreal

MSCI India

United States Treasury Inflation Indexed Bonds (Us

Dominican Republic International Bond (USD) 6.950% 03/15/2037

Canadian Tire Corporation Limited, Class "A" Nv

Allianz Se

Royal Bank Of Canada 4.200% 12/31/2049

Royal Bank Of Canada

Gildan Activewear Inc.

Metro Inc.

Purpose Gold Bullion Fund (Non-Hedged)

Long Gilt Future

Novartis Ag

Bhp Group Limited

Zurich Insurance Group Ag

HSBC Holdings PLC

Gilead Sciences Inc

Duke Energy Corp

Union Pacific Corp

Ccl Industries Inc.

Axa Sa

Coca-Cola Co

Open Text Corporation

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

International Business Machines Corp

Unilever Plc

Gsk Plc

Enel Spa

Intesa Sanpaolo SpA

Petroleos Mexicanos (USD) 7.690% 01/23/2050

Cenovus Energy Inc Pref. Series 1

Colgate-Palmolive Co

National Bank Of Canada

Mexico Government International Bond (USD) 6.875% 05/13/2037

Roche Holding Ag

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

Lafargeholcim Ltd., Class "B"

Medtronic PLC

Mcafee Preferred Shares 11.00% 12/31/2049

Transalta Corporation, Pref. 5.194% Series "E"

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

Vinci Sa

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

Total Sa

Brookfield Corp Pref. Series 40

Banco Bilbao Vizcaya Argentaria Sa

Australia And New Zealand Banking Group Limited

Emera Inc.

Dominion Energy Inc 6.625% 05/15/2055

Canadian Government Bond 3.500% 09/01/2029

Sanofi

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

Rio Tinto Plc

India 50

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

ConocoPhillips

Capital One Financial Corporation (USD) 6.183% 01/30/2036

Africa Finance Corporation (USD) 7.500% 12/31/2049

Fiemex Energia - Banco Actinver Sa Institucion De 7.250% 01/31/2041

Tesco Plc

Industria De Diseno Textil Sa

United States Treasury Bill (USD)

Qualcomm Inc.

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

Applovin Corp 5.500% 12/01/2034

Lockheed Martin Corp

Koninklijke Ahold Delhaize Nv

Banco Mercantil Del Norte Sa/Grand Cayman (USD) 8.750% 05/20/2035

Kddi Corporation

Mexico Government International Bond (USD) 6.338% 05/04/2053

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We're pleased to announce an increase in distributions for our Longevity Pension Fund. Read the full report here.

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Questions and Answers

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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

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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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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