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Benefit from outcome-oriented structured solutions to meet your real-life needs and capture undiscovered value in niche markets.

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Bruce Campbell

Bruce

Portfolio Manager

Own a portfolio of Canadian dividend-paying companies with the best prospects for income and growth that has a tax-efficient corporate class structure.

Income Growth Fund | PFC5301 | Purpose Investments

StoneCastle Income Growth Fund (Formerly Purpose Canadian Income Growth Fund)

Good Natured Products Inc. Conv. 10.00% 12/15/2029

Aecon Group Inc.

Capital Power Corporation

The Bank of Nova Scotia

Manulife Financial Corp

Power Corporation Of Canada, SV

Topaz Energy Corp

Bird Construction Inc.

Fiera Capital Corporation

Sienna Senior Living Inc.

Nvidia (Nvda) Yield Shares Purpose ETF

Chorus Aviation Inc. Convertible Debenture 6.000% 06/30/2026

Chartwell Retirement Residences

Pembina Pipeline Corporation

First Capital Real Estate Investment Trust

Fortis Inc.

Extendicare Inc.

Atco Limited, Class "I"

Canadian Imperial Bank Of Commerce

Dri Healthcare Trust

Quebecor Inc., Class 'V'

1933 Industries Inc. Conv. 10.00% 12/31/2023

Primaris Reit

Choice Properties Real Estate Investment Trust

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SECTOR	ISSUING BANK	THEME	GEOGRAPHY	MATURITY	PORTFOLIO WEIGHT	# OF POSITIONS
Materials					4.93%
Industrials					4.78%
Infrastructure					4.66%
Financials					4.60%
Financials					4.48%
Financials					4.25%
Energy					4.06%
Industrials					4.04%
Financials					3.91%
Health Care					3.90%

Equity—

StoneCastle Income Growth Fund (Formerly Purpose Canadian Income Growth Fund)