● File 2025-18Decision: Reserved / Pending

Purpose Investments Funds — ETF and Fund Database

A representative database of Purpose ETFs and investment funds. Not every Purpose fund is connected to the OSC case.

Direct Answer

Which Purpose Investments funds are in the OSC case?

Not all Purpose funds are connected to the OSC case. This database lists representative Purpose ETFs and funds. Only funds where the public regulatory record supports a connection are flagged as ESG-relevant on the ESG Funds page.

Important

This is a representative public list of Purpose ETFs and funds, not an exhaustive catalogue. Inclusion here does not mean a fund is connected to the OSC case.

FundTickerCategoryLaunchESG-Relevant
Purpose Core Dividend FundPDFEquity Income2019—
Purpose Premium Yield FundPYFFixed Income2020—
Purpose Total Return Bond FundPBRFixed Income2020—
Purpose Strategic Balanced FundPSBBalanced2021Yes
Purpose ESG Equity FundPEGEquity2021Yes
Purpose Sustainable Opportunities FundPSOThematic2022Yes
Purpose Multi-Asset FundPMAMulti-Asset2020Yes
Purpose Bitcoin ETFBTCCCrypto2021—
Purpose Ether ETFETHHCrypto2021—
Purpose Quality Dividend FundPQDEquity Income2021—
Purpose Global Tech FundPGTEquity2022—
Purpose Health Sciences FundPHSSector2022—

The "ESG-Relevant" flag is set only where the public regulatory record supports a connection to the OSC case. Absence of a flag means no such connection is established here. See the ESG Funds page for the funds specifically relevant to the OSC evidence.

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