Balanced Funds
Effective June 23, 2023, the Pender Strategic Growth and Income Fund merged with the Pender Enhanced Income Fund. On completion of the merger, all of the assets and investments of the Pender Strategic Growth and Income Fund were transferred to the Pender Enhanced Income Fund and unitholders of the Pender Strategic Growth and Income Fund became unitholders of the Pender Enhanced Income Fund.
After the Merger, the name of the Pender Enhanced Income Fund was changed to “Pender Strategic Growth and Income Fund”.
| Performance (%) – 2024-06-28 | Class | 1 Mo. | 3 Mo. | 6 Mo. | 1 Yr. | 2 Yr. | 3 Yr. | 5 Yr. | 10 Yr. | YTD | Since Inception | Inception Date |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Pender Strategic Growth and Income Fund | F | 0.6 | 1.4 | 8.6 | 17.3 | 12.6 | 4.9 | 8.6 | 8.8 | 2019-12-15 |
| Annual Performance (%) | Class | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| Pender Strategic Growth and Income Fund | F | -1.0 | 24.1 | -7.1 | 13.4 | 8.6 |
Standard Performance Data is subject to important disclosures set out in our Disclaimer
Sign Up To Our Newsletter
Stay Connected
Join our online community and receive a monthly round up of new blog posts, commentaries, podcasts, media coverage and more.
©2024 PenderFund Capital Management Ltd. All Rights Reserved.
