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Pender US All Cap Equity A

PGF800
14.26
-0.11
-0.77%
2018-09-14
5 Years
  • Previous Close

    14.37

  • Net Assets

    8.25M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Small/Mid Cap Equity

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★
Profile

Name of Issuer

Penderfund Capital Management Ltd

Fund Style

Open

Fund Manager

Felix Narhi

Investment Style

Medium Blend

The primary objective of the Pender US All Cap Equity Fund is to achieve capital growth over the long-term. The Fund also aims to provide moderate income to its unitholders, while being sufficiently diversified to mitigate volatility. The Fund will invest primarily in US securities but may also invest in Canadian and foreign securities.

Purchase Information

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

Inception

2013-06-28

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