PABF Purpose Active Balanced Fund

Purpose Investments Inc. (“Purpose”) is proud to announce the launch of Purpose Active Portfolio Solutions, including three single-ticket portfolio solutions designed to suit a broad range of investor risk tolerance. Each Fund, as defined below, seeks to deliver superior investor outcomes by tactically managing asset allocation within defined ranges and selectively deploying active security selection into market segments where the portfolio manager believes it is most likely to add value. As part of this initiative, Purpose is launching three funds (each a “Fund” and collectively the “Funds”): Purpose Active Conservative Fund (TSX: PACF), Purpose Active Balanced Fund (TSX: PABF), and Purpose Active Growth Fund (TSX: PAGF). Each Fund has closed the initial offering of its ETF units and will begin trading today on the Toronto Stock Exchange under the ticker symbols noted. Each Fund also offers conventional class A, class F, and class I mutual fund units.

The post-pandemic market environment exposed a clear downside to the ‘set-it-and-forget-it’ 60/40 portfolio. This was most clearly demonstrated in 2022, when equities and bonds became highly correlated with major benchmarks in both asset classes, delivering double-digit negative performance. Purpose believes the forward-looking investment climate features a very different set of challenges than the post-2008 bull market that tends to inform investor recency bias and is launching the Funds to address the portfolio management challenges of the future.

This approach differentiates through a combination of three key factors:

1. Dynamic asset allocation.
2. Combining actively managed solutions with passive benchmark allocations.
3. Rigorous underlying Fund due diligence to select a combination of third-party and proprietary fund vehicles with Purpose-managed products limited to 40%.

“As a firm, we are believers that active management can deliver specific outcomes that are accretive to investment performance and help our clients meet long-term investment objectives,” says Craig Basinger, Chief Market Strategist and the Funds’ portfolio manager. “We believe tactical asset allocation and selectively deployed active management can materially improve risk-adjusted performance relative to pure passive management, and we’ve designed these funds to match this philosophy.”

Purpose Active Portfolio Solutions Specifics:

Purpose Active Conservative Fund: Focused on income generation, low volatility and preservation of capital to suit the risk tolerance of conservative investors.

Purpose Active Balanced Fund: Pursues a balance of capital growth and income with moderate volatility to suit an average risk tolerance.

Purpose Active Growth Fund: Emphasizes capital growth over income to be suitable for investors with a higher risk tolerance.

Each Fund is managed to a target asset allocation with predefined ranges, allowing for tactical flexibility while staying within the established risk-tolerance framework.

“Purpose’s Active Portfolio Solutions make up an exciting initiative that empowers investors to navigate a more complex investment landscape looking forward,” says Vlad Tasevski, Head of Asset Management, Institutions, and Investors at Purpose. “We believe these new solutions will be a welcome and exciting addition for our business and clients in providing comprehensive single-ticket solutions across the risk spectrum.”

Learn more about the Funds here:

• Purpose Active Conservative Fund
• Purpose Active Balanced Fund
• Purpose Active Growth Fund

About Purpose Investments

Purpose Investments is an asset management company with over $17 billion in assets under management. Purpose Investments has an unrelenting focus on client-centric innovation and offers a range of managed and quantitative investment products. Purpose Investments is led by well-known entrepreneur Som Seif and is a division of Purpose Unlimited, an independent technology-driven financial services company.

For further information, please contact:Keera Hart keera.hart@kaiserpartners.com905-580-1257

The content of this document is for informational purposes only and is not being provided in the context of an offering of any securities described herein, nor is it a recommendation or solicitation to buy, hold or sell any security. Information contained in this document is not, and under no circumstances is it to be construed as, an offering memorandum, prospectus, advertisement or public offering of securities. No securities commission or similar regulatory authority has reviewed this information, and any representation to the contrary is an offence. Information contained in this document is believed to be accurate and reliable; however, we cannot guarantee that it is complete or current at all times. The information provided is subject to change without notice.

Commissions, trailing commissions, management fees and expenses all may be associated with investment fund investments. Please read the prospectus and other disclosure documents before investing. There can be no assurance that the full amount of your investment in a fund will be returned to you. 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. Fund distribution levels and frequencies are not guaranteed and may vary at the Purpose Investment’s sole discretion.

Certain statements in this document may be forward-looking. Forward-looking statements (“FLS”) are statements that are predictive in nature, depend on or refer to future events or conditions, or that include words such as “may,” “will,” “should,” “could,” “expect,” “anticipate,” “intend,” “plan,” “believe,” “estimate” or other similar expressions. Statements that look forward in time or include anything other than historical information are subject to risks and uncertainties, and actual results, actions or events could differ materially from those set forth in the FLS. FLS are not guarantees of future performance and are, by their nature, based on numerous assumptions. Although the FLS contained in this document are based upon what Purpose Investments believes to be reasonable assumptions, Purpose Investments cannot assure that actual results will be consistent with these FLS. The reader is cautioned to consider the FLS carefully and not to place undue reliance on the FLS. Unless required by applicable law, it is not undertaken, and specifically disclaimed, that there is any intention or obligation to update or revise FLS, whether as a result of new information, future events or otherwise.