Equity Funds
| 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 Partners Fund | F2 | 2.9 | 1.2 | 16.4 | 22.6 | 11.6 | -4.8 | 0.3 | -1.9 | 16.4 | 5.1 | 1998-04-03 |
| Pender Small Cap Opportunities Fund | F | 4.9 | 4.6 | 24.4 | 29.7 | 15.0 | -2.1 | 12.9 | 12.0 | 24.4 | 15.2 | 2009-06-01 |
| Pender Value Fund | F | 5.5 | 5.0 | 23.1 | 28.6 | 13.5 | -6.7 | 2.6 | 6.2 | 23.1 | 8.6 | 2013-06-28 |
| Annual Performance (%) | Class | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| Pender Partners Fund | F2 | 33.5 | 5.6 | -36.4 | -11.1 | 0.7 | 16.3 | -27.3 | 7.2 | 16.4 |
| Pender Small Cap Opportunities Fund | F | 27.4 | 9.6 | -15.4 | 20.3 | 47.8 | 26.0 | -28.5 | 6.2 | 24.4 |
| Pender Value Fund | F | 19.5 | 8.0 | -8.5 | 19.3 | 20.1 | -0.8 | -30.6 | 7.7 | 23.1 |
Standard Performance Data is subject to important disclosures set out in our Disclaimer
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