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Reduce risk without sacrificing return using tried and tested portfolio solutions.

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Jason Chen, CFA, FRM

Jason Chen

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Portfolio Manager, Systematic Investing

An equity-based derivatives strategy for generating stable, enhanced income with a strong protection against losses.

Purpose Structured Equity Yield Plus Portfolio

Purpose Structured Equity Yield Plus Fund

iShares Core S&P 500 Index ETF (CAD- Hedged)

iShares U.S. Small Cap Index ETF (CAD-Hedged)

iShares NASDAQ 100 Index ETF (CAD-Hedged)

BMO Equal Weight US Banks Hedged to CAD Index ETF

BMO Dow Jones Industrial Average Hedged to CAD Index ETF

iShares S&P/TSX 60 Index ETF

Cash and Cash Equivalents

iShares S&P/TSX Capped Energy Index ETF

iShares S&P/TSX Capped Utilities Index ETF

BMO S&P TSX Equal Weight Banks Index ETF

iShares MSCI Emerging Markets Index ETF

iShares S&P/TSX Global Gold Index ETF

Purpose Structured Equity Yield Fund

Purpose Structured Equity Growth Fund

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GEOGRAPHY	PORTFOLIO WEIGHT	# OF POSITIONS
U.S.	17.95%	33
U.S.	16.60%	46
U.S.	13.07%	24
U.S.	11.88%	47
U.S.	0.55%	1
Canada	12.41%	23
Canada	10.82%	1
Canada	10.16%	36
Canada	0.54%	2
Canada	0.54%	2

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Purpose Structured Equity Yield Plus Fund