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Prospectus

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duration

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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

Purpose Canadian Preferred Share Fund

BMO Long-Term Us Treasury Bond Index ETF

Invesco S&P 500 Equal Weighted Index ETF - CAD

Purpose International Dividend Fund

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 555 11/15/24

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

Cash

Gold Bars

Us 5Yr Note (Cbt)

Canadian Treasury Bill

Us 10Yr Ultra Fut

Us 2Yr Note (Cbt)

Canadian Imperial Bank Of Commerce

Manulife Financial Corp

Pembina Pipeline Corporation

Cenovus Energy Inc Pref. Series 3

Enbridge Inc.

TC Energy Corporation

The Bank of Nova Scotia

AbbVie Inc

Agnico Eagle Mines Limited

Exxon Mobil Corp

Power Corporation Of Canada, SV

United States Treasury Note 3.625% 05/31/2028

Sun Life Financial Inc.

Procter & Gamble Co

United States Treasury Bill (USD)

Nutrien Ltd

Tourmaline Oil Corp.

Toronto-Dominion Bank

Chevron Corp

Restaurant Brands International Inc.

Hydro One Limited

MSCI India

Royal Bank Of Canada 4.200% 12/31/2049

ConocoPhillips

BCE Inc.

Kinross Gold Corporation

Lockheed Martin Corp

National Bank Of Canada

Royal Bank Of Canada

US 10YR NOTE (CBT)Dec24

Merck & Co Inc

Purpose Gold Bullion Fund (Non-Hedged)

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

Transalta Corporation, Pref. 5.194% Series "E"

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

International Business Machines Corp

Unilever Plc

Johnson & Johnson

Canadian National Railway Company

Brookfield Corp Pref. Series 40

Novartis Ag

Bank Of Montreal

Thomson Reuters Corp.

Home Depot Inc

India 50

Euro-Bobl Future

Cenovus Energy Inc Pref. Series 1

Total Sa

Lafargeholcim Ltd., Class "B"

Emera Inc.

Colgate-Palmolive Co

George Weston Limited

Intesa Sanpaolo SpA

Axa Sa

Long Gilt Future

Gsk Plc

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

Zurich Insurance Group Ag

Canadian Treasury Bill - When Issued

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

Cenovus Energy Inc Pref. Series 5

Altagas Ltd., Pref. Series "G"

HSBC Holdings PLC

Allianz Se

Sanofi

Royal Bank Of Canada, Pref. Series "Bf"

Pembina Pipeline Corporation, Pref. Series 3

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

Sumitomo Mitsui Financial Group Inc.

Coca-Cola Co

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

Brookfield Corp Pref. Series 34

Qualcomm Inc.

Royal Bank Of Canada, Pref. Series "Bd"

National Australia Bank Limited

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

Mcafee Preferred Shares 11.00% 12/31/2049

Tesco Plc

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

Rogers Communications Inc., Class ''B'"

Enbridge Inc., Pref. 4.40% Series 11

Invesque Inc. Conv. (USD) 6.000% 09/30/2023

Tc Energy Corporation

Gilead Sciences Inc

Fortis Inc. Cum Red Fixed Rate First Pfd M

Enel Spa

Itochu Corporation

Cm 7.365 Perp 7.365% 12/31/2049

Purpose Silver Bullion Fund

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

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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

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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