Purpose Investments Wins Awards for Investment Excellence – The Canadian Business Journal

TORONTO, Nov. 07, 2025 (GLOBE NEWSWIRE) — Purpose Investments Inc. (Purpose) is proud to announce that she has been recognized with several top honors at this year's prestigious LSEG Lipper Awards. This recognition across multiple of the firm's funds underscores Purpose's commitment to delivering superior risk-adjusted returns across its diverse investment strategies.

“These awards reflect our commitment to delivering consistent, long-term value to investors,” said Sandy Liang, head of fixed income and lead portfolio manager at Purpose Investment Partners. “What matters most to us is that our strategies have been helping advisors and their clients achieve their goals for over a decade, so we are proud to recognize this success.”

PFunds awarded in 2025:

Lipper Awards

Fund name Row Category
Purpose Strategic Return Fund UV High yield fixed income – 5 years
Purpose Strategic Return Fund UV High yield fixed income – 10 years.
Purpose Global Flexible Credit Fund (no currency hedging) F High yield fixed income – 3 years
Purpose of Global Flexible Credit Fund ETF (Non-Currency Hedged Unit CAD) ETF.B High yield fixed income – 3 years
Goal Global Resources Fund F Share capital in natural resources – 3 years
Goal Global Resources Fund F Share capital in natural resources sector – 5 years
Purpose Best Ideas Fund (no currency hedge) F North American Equity – 3 years

These performance-based awards highlight the discipline, leadership and teamwork that define our approach to credit investing, led by Sandy Liang and our exceptional fixed income team: Jeremy Lin, Emre Tali and Ragheb Othmani, as well as the strong capabilities of our subadvisers at Neuberger Berman.

Learn more about ETFs and Purpose funds here: www.targetinvest.com.

About the LSEG Lipper Fund Awards

For more than 30 years, in more than 17 countries around the world, the prestigious LSEG Lipper Awards have recognized funds and fund management firms that have demonstrated success in delivering consistently superior risk-adjusted performance relative to their peers and focusing the investment world on the best funds. The merits of the winners are based on completely objective, quantitative criteria. Combined with the foundation's unrivaled depth of data, this provides a unique level of prestige and ensures that the award will have lasting value. Renowned fund data and proprietary methodology are the basis of this prestigious award recognizing excellence in fund management. Find out more at www.lipperfundawards.com.

The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative measure of risk-adjusted performance calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) score in each qualifying classification receives the LSEG Lipper Fund Award. For more information see Lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate rewards, its accuracy is not guaranteed.

The LSEG Lipper Awards were based on superior risk-adjusted performance for the periods ended July 31, 2025. LSEG Lipper leaderboards may change each month.

About Purpose Investments Inc.

The target is an asset management company with approximately $27 billion in assets under management. Purpose has a relentless focus on client-focused innovation and offers a wide range of managed and quantitative investment products. Purpose is led by renowned entrepreneur Som Seif and is a division of Purpose Unlimited, an independent financial services technology company.

For more information please contact [email protected].

Media inquiries
Kira Hart
[email protected]
905-580-1257

Commissions, trailing commissions, management fees and expenses may be associated with investments in mutual funds. Please read the prospectus and other disclosure documents before investing. There can be no guarantee that you will be returned the full amount of your investment in a fund. If securities are bought or sold on an exchange, you may pay more or receive less than the current net asset value. Investment funds are not guaranteed; their values ​​change frequently and past results may not be repeated. Distribution levels and frequency are not guaranteed and may vary at the discretion of Target Investment.

PThe Global Flexible Credit Fund's target, a non-currency hedged Series F, was awarded in the high-yield fixed income category over a three-year period out of 35 funds. The fund's non-currency hedged series (FLX FB) returns for the period ending October 31, 2025 are 1 year: 10.7%, 3 years: 12.0%, 5 years: 7.5% and since inception (8 August 2018): 4.6%.

The Purpose Strategic Yield Fund – Series UF received a five-year certificate from 31 funds, as well as a ten-year certificate from 26 funds. The fund's (SYLD) returns for the period ending October 31, 2025 are 1 year: 14.2%, 3 years: 10.2%, 5 years: 8.6%, 10 years: 7.7%.

PPurpose The Series F Global Resource Fund was awarded in the Natural Resource Equity category for a three-year period out of 19 funds and a certificate for a five-year period out of 19 funds. The fund's returns for the period ending October 31, 2025 are 1 year: 108.4%, 3 years: 35.6%, 5 years: 49.8%, 10 years: 16.8%.

Purpose Best Ideas Fund Series F Non-FX Hedged was awarded in the North American Equity category over a three-year period out of 25 funds. The fund's returns for the period ending October 31, 2025 are 1 year: 24.7%, 3 years: 29.5%, 5 years: 12.2%, 10 years: 11.3%.

Target Global Flexible Credit Fund ETF Non-Currency Hedged CAD Unit was awarded in the High Yield Fixed Income category over a three-year period out of 11 funds. The fund's (FLX) returns for the period ending October 31, 2025 are 1 year: 10.7%, 3 years: 12.0%, 5 years: 7.5% and since inception (July 17, 2017): 4.1%.


CBJ Newsmakers

Leave a Comment