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Pender US All Cap Equity I

PGF850
11.37
-0.09
-0.74%
2018-09-14
5 Years
  • Previous Close

    11.46

  • Net Assets

    350.28K

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Small/Mid Cap Equity

  • Morningstar Risk

    High

  • 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 100,000
Initial Purchase: IRA 100,000
Initial Purchase: AIP 2,500

Inception

2014-06-30

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