163104& )*() */5&3&45 47*/(4 est.com
INVESTMENTTRUST
PURPOSEHIGH I N T E R E ST SAV I NGS ETF
THEIDEA
Getthemostoutofmycashsavings.
CURRENTYIELD
ETFCLASS PSA MGMTFEE 0.15%
0.65%
MYPURPOSE
1. Maximizeearningpotentialoncashbalanceswitha higherinterestrate.
2. Maintaineasyaccesswithdailyliquidity
KEYHIGHLIGHTS
? Premiuminterestratecalculateddailyandpaidmonthly ? Lowminimumbalancesandnolock-upperiods ? Dailyliquidity
HIGHINTERESTSAVINGSANYTIME YOUNEEDIT
Oftenduringaperson'sinvestinglifecycle,heorshewillneedto "park"somemoneyinasafehaven.Thiscouldbetoholdmoney foraspecificuseinthenot-too-distantfuture,tomanagethe timingofthedeploymentofcapital,towaitoutperiodsof uncertaintyorvolatility,ortosimplytakesomeriskoffthetable. Overthelastfiveyears,therehasbeenanincreasedappetitefor simpleandsafeinvestments. Whenaninvestorhastheneedforaverysafeandshort-term liquidinvestmentvehicle,theoptionsavailablearerelatively limited.Thisisespeciallytrueiftheinvestorisdealinginsmaller amounts.Findingareasonablereturninaninvestmentproduct thatminimizesriskaddsanadditionalchallenge.Highyield interestaccountsaretheidealsolution.
ThePurposeHighInterestSavingsETFtargetsabetterrate ofinterestthanmoneymarketfunds,whileofferingthe safetyandsecurityofasavingsaccount.
CURRENTDEPOSITHOLDERINSTITUTIONS
1. NationalBankofCanada 2. BankofNovaScotia 3. CanadianImperialBankofCommerce 4. BankofMontreal
C A S H | P U R P O S E H I G H I N T E R E S T S AV I N G S E T F
PERFORMANCE
ASOFMAR31,2020
CLASS
1MONTH
ETF
0.12%
3MONTH 0.47%
GROWTHOF$1,000
ASOFMAR31,2020 $1 100 ETF CLASS
$1 050
6MONTH 1.01%
YTD 0.47%
1YEAR 2.13%
3YEAR 1.72%
5YEAR 1.44%
INCEPTIONDATE:OCT15,2013 SINCEINCEPTION 1.42%
$1 000
$950
2014
2015
2016
2017
2018
2019
2020
Commissions,trailingcommissions,managementfeesandexpensesallmaybeassociatedwithmutualfundinvestments.Pleasereadtheprospectusbeforeinvesting.The indicatedrateofreturnisthehistoricalannualcompoundedtotalreturnincludingchangesinshare/unitvalueandreinvestmentofalldistributionsanddoesnottakeintoaccount sales,redemption,distributionoroptionalchargesorincometaxespayablebyanysecurityholderthatwouldhavereducedreturns.Mutualfundsarenotguaranteed,theirvalues changefrequentlyandpastperformancemaynotberepeated
PurposeInvestmentsInc.
T416583-3850
130AdelaideSt.W,S uite3100
TF877789-1517
info@
P.O.Box109,Toronto,ONM5H3P5
F416583-3851
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