Morningstar

Purpose Global Innovators Fund Series F

Medalist Rating as of Aug 31, 2026

Strategy

The fund seeks to provide shareholders with long term capital growth through the selection, management and strategic sector rotation and trading of global positions in equity, debt and derivative securities. The fund may have exposure to all sectors of the economy, with the ability to focus its assets in specific industry sectors and asset classes based on analysis of business cycles, industry sectors and market outlook. The fund will be global in nature and invest in small, medium and large cap companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PINV	Purpose Global Innovators Fund ETF	ETF	Open			Apr 5, 2018	CA$2.28M	—	High	CA$0	CA$912,029.31
—	Purpose Global Innovators Fund Series F	—	Open			Jul 11, 2011	CA$7.69M	—	Above Average	CA$5,000	CA$2.35M
—	Purpose Global Innovators Fund Series X	—	Open	—	—	Jul 11, 2011	CA$7.66M	—	—	CA$500	−CA$717,157.60
—	Purpose Global Innovators Fund Series A	—	Open			Jul 11, 2011	CA$13.20M	—	Above Average	CA$5,000	−CA$854,432.57

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