Description: Purpose Global Climate Opportunities Fund is an exchange traded fund launched and managed by Purpose Investments Inc. The fund invests in the public equity markets across the globe. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Purpose Global Climate Opportunities Fund was formed on April 16, 2021 and is domiciled in Canada.
Exchange: TO
Country: CA : Canada
Currency: Canadian Dollar (C$)
Category: Global Small/Mid Cap Equity
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| US Equity | 46.78 | 0.00 | 46.78 |
| Cash | 30.70 | 1.73 | 28.98 |
| Equity | 22.43 | 0.00 | 22.43 |
| Bond | 1.31 | 0.00 | 1.31 |
| Other | 0.07 | 0.00 | 0.07 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Utilities | 32.30 | 3.38 |
| Technology | 24.05 | 18.44 |
| Financial Services | 16.03 | 9.93 |
| Real Estate | 13.05 | 2.70 |
| Energy | 5.74 | 3.73 |
| Consumer Cyclicals | 5.68 | 13.03 |
| Basic Materials | 3.15 | 4.59 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 100.00 | 47.25 |
| Japan | 0.00 | 11.50 |
| Australasia | 0.00 | 1.22 |
| Asia Emerging | 0.00 | 3.53 |
| Latin America | 0.00 | 2.13 |
| Asia Developed | 0.00 | 4.21 |
| United Kingdom | 0.00 | 8.49 |
| Europe Emerging | 0.00 | 0.06 |
| Europe Developed | 0.00 | 21.46 |
| Africa/Middle East | 0.00 | 0.15 |