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Pender Strategic Growth & Income A

PGF600
13.20
+0.06
+0.49%
2017-10-20
5 Years
  • Previous Close

    13.13

  • Net Assets

    9.97M

  • Yield

    0.43%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Equity Balanced

  • Morningstar Risk

    Low

  • Morningstar Rating ★★
Profile

Name of Issuer

Penderfund Capital Management Ltd

Fund Style

Open

Fund Manager

Felix Narhi

Investment Style

Large Blend

The Pender Strategic Growth and Income Fund (formerly the Pender Balanced Fund) is a conservatively managed balanced fund. Our investment team believes that at any point in time, certain sectors or asset classes become mispriced so the Fund is also designed to be opportunistic. The Pender Strategic Growth and Income Fund has a flexible mandate that can move from 80/20 to 20/80 fixed income/equity. It looks for securities with the best risk/return balance, regardless of whether that is through capital appreciation or income.

Purchase Information

Initial Purchase 5,000
Initial Purchase: IRA 5,000
Initial Purchase: AIP 5,000

Inception

2010-11-24

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