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About PURPOSE GLOBAL INNOVATORS FD ETF SHS
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Inception date
Mar 5, 2018
Structure
Canadian Mutual Fund Trust (ON)
Tax on distributions
Ordinary income
Primary advisor
Purpose Investments, Inc.
The fund aims to invest in leading-edge businesses that are positioned to bring about or benefit from disruptive innovation. Companies may be of any market capitalization and market sector. Selection begins with a top-down analysis for global investment themes within each industry. The process combines with bottom-up fundamental and technical analysis to select 40-60 stocks with growth potential. Stocks selected may be from established or emerging contributors, however the portfolio will tilt to smaller companies.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Technology Services
Electronic Technology
Stocks88.87%
Technology Services67.34%
Electronic Technology10.90%
Retail Trade5.66%
Consumer Services0.01%
Finance0.00%
Bonds, Cash & Other11.13%
ETF8.69%
Miscellaneous7.74%
Corporate0.62%
Cash−5.92%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history