1. Global diversified ETF fund
October 2018
FNB Capital Asset Management

2. Purpose Global diversified ETF fund the fund in five easy questions
What is the Purpose Global Diversified ETF Fund?
What is the fund’s distinguishing feature?
What is the fund’s main investment tool?
What family of ETFs are used?
Who is FNB Capital Asset Management?
And why these questions matter to you?
Global Diversified ETF Fund

3. Multi asset question one
What is the Purpose Global Diversified ETF Fund?
A multi-asset portfolio whose construction is inspired by some of the world’s leading institutional investors.
Why this matters to you?
Brings institutional-style investment management to the individual, expanding the investment universe to include traditional, non-traditional, passive and actively-managed asset classes.
Global Diversified ETF Fund

4. Exclusively etfs question two
What is the fund’s distinguishing feature?
A portfolio composed exclusively of exchange traded funds (ETFs).
Why this matters to you?
Leverages all of the benefits of ETFs, including instant diversification, transparency and low cost.
Global Diversified ETF Fund

5. diversification question three
What is the fund’s main investment tool?
It has been called the only free lunch in investing - diversification.
Why this matters to you?
By diversifying across asset classes, geography and investment style, returns can be optimized on a risk-adjusted basis. This means that investment risk can be decreased without decreasing expected returns.
Global Diversified ETF Fund

6. Open architecture question four
What family of ETFs are used?
There are no constraints on issuers with regards to the ETFs used in the fund.
Why this matters to you?
By using a fully-independent ETF strategist applying an open architecture investment platform to manage the fund, the best-available ETFs from across the globe can be chosen for the solution.
Global Diversified ETF Fund

7. Fnb capital asset management question five
Who is FNB Capital?
The fund’s sub-advisor is an ETF specialist whose investment team has more than 60 years of combined portfolio management experience.
Why this matters to you?
Your money is entrusted to a firm of veteran professionals that place risk management at the heart of their investment philosophy, helping you to stay invested and reach your long-term investment goals.
Global Diversified ETF Fund

8. Fund summary Description:
Intended for investors seeking long-term capital appreciation.
A target 60% equity / 40% fixed income asset allocation, providing long-term growth in a low-to- moderate risk package.
A portfolio composed exclusively of ETFs.
Part of Purpose Investments “Pension Portfolios” family of multiple asset class funds and available as F-class series under code ABC123.
Dual Investment Mandate:
Long-term capital appreciation.
Risk reduction through next-level diversification.
Global Diversified ETF Fund

9. Annual Returns of Key Asset Classes (CAD)
The goal
Annual Returns of Key Asset Classes (CAD)
Best
Worst
Global Benchmark: 40% FTSE/TMX Universe Bond, 40% MSCI World, 20% S&P/TSX Source: FNB Capital and Morningstar Research Inc.
An evidenced-based balanced solution that maximizes the power of diversification, helping to ensure a smoother journey (as exemplified by the black boxes) along the way.
Global Diversified ETF Fund

10. Disclaimer Global Diversified ETF Fund
Commissions, management fees and expenses all may be associated with investing in investment funds. Please read the prospectus before investing. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.
RISK CONSIDERATIONS: Investment funds are subject to certain risk factors, including: there can be no assurance that a fund will be able to achieve its distribution or total return objectives; market risk, issuer risk, foreign investment risk, currency risk, credit risk, counterparty risk, derivatives risk, interest rate risk, tax risk, all of which are described in the funds’ prospectus.
Any tax considerations should be documented with your current tax advisor and take into account your specific tax obligations and objections.
Purpose Investments is an asset management company with approximately $5.5 billion under management. Purpose is a different kind of investment company, with an unrelenting focus on client-centric innovation. We offer a range of managed and quantitative investment products, with each product designed to have a clear purpose - to meet a specific goal in building resilient portfolios for our clients. Purpose Investments is a division of Purpose Financial, an independent technology-driven financial services company.
This commentary was provided by FNB Capital Asset Management, the sub-adviser for the Purpose Global Diversified ETF Fund (the “Fund”). FNB Capital Asset Management is a Quebec-based portfolio manager registered by the Autorité des marchés financiers. Nothing in any commentary should be considered a recommendation to buy or sell a particular security.
Global Diversified ETF Fund