{"id":44503,"date":"2023-02-06T06:00:37","date_gmt":"2023-02-06T14:00:37","guid":{"rendered":"https:\/\/penderfund.com\/?post_type=news&p=44503"},"modified":"2025-09-24T12:45:34","modified_gmt":"2025-09-24T19:45:34","slug":"penderfund-provides-updates-on-its-fixed-income-funds-and-team","status":"publish","type":"news","link":"https:\/\/penderfund.com\/fr\/news\/penderfund-provides-updates-on-its-fixed-income-funds-and-team\/","title":{"rendered":"Mise \u00e0 jour de PenderFund sur ses fonds et son \u00e9quipe de titres \u00e0 revenu fixe"},"content":{"rendered":"

VANCOUVER (C.-B.) <\/strong>Gestion de capital PenderFund lt\u00e9e (\u00ab\u2009Pender\u2009\u00bb) a le plaisir d\u2019offrir \u00e0 ses clients une mise \u00e0 jour sur ses fonds de placement \u00e0 revenu fixe.<\/p>\n

Le Fonds univers obligataire Pender (le \u00ab Fonds \u00bb) a c\u00e9l\u00e9br\u00e9 son troisi\u00e8me anniversaire le 31 janvier 2023. Apr\u00e8s avoir affich\u00e9 une solide performance au sein de sa cat\u00e9gorie en 2021 et 2022, les parts de cat\u00e9gorie F du Fonds ont r\u00e9ussi \u00e0 d\u00e9gager un rendement de 1,2 %1<\/sup>sur trois ans, ce qui leur a valu une place dans le premier quartile du classement Morningstar.<\/p>\n

En outre, le Fonds ainsi que le Fonds d\u2019obligations de soci\u00e9t\u00e9s Pender ont tous deux re\u00e7u un prix dans le cadre de la remise des Troph\u00e9es FundGrade A+MC de Fundata. Les prix sont d\u00e9termin\u00e9s en fonction d\u2019un calcul quantitatif o\u00f9 les donn\u00e9es mensuelles sont comptabilis\u00e9es dans une moyenne pond\u00e9r\u00e9e cumulative (MPC). Si les Fonds ont d\u00e9gag\u00e9 un rendement soutenu et sup\u00e9rieur \u00e0 leurs pairs sur une base ajust\u00e9e au risque au cours d\u2019une ann\u00e9e compl\u00e8te, ils deviennent admissibles \u00e0 un troph\u00e9e A+2.2<\/sup>.<\/p>\n

Nous avons \u00e9galement le plaisir d\u2019annoncer qu\u2019Emily Wheeler a \u00e9t\u00e9 promue au poste de gestionnaire de portefeuille et continuera de g\u00e9rer le Fonds universel d\u2019obligations Pender aux c\u00f4t\u00e9s de Geoff Castle, gestionnaire de portefeuille principal des fonds de titres \u00e0 revenu fixe.<\/p>\n

\u00ab L\u2019\u00e9quipe des titres \u00e0 revenu fixe de Pender a connu beaucoup de succ\u00e8s au cours des sept derni\u00e8res ann\u00e9es, affirme Felix Narhi, chef des placements. Non seulement les deux fonds \u00e0 revenu fixe ont d\u00e9croch\u00e9 des rendements de premier quartile sous la gouverne de M. Castle, mais son \u00e9quipe a solidifi\u00e9 et \u00e9largi son cercle de comp\u00e9tences, ce qui est d\u2019excellent augure pour nos pr\u00e9cieux clients. \u00bb<\/p>\n

\u00ab Nous sommes tr\u00e8s heureux du rendement relatif solide du Fonds universel d\u2019obligations Pender. La promotion de Mme Wheeler illustre par ailleurs \u00e0 merveille le progr\u00e8s r\u00e9alis\u00e9 dans la consolidation de l\u2019\u00e9quipe de placements \u00e0 revenu fixe de Pender \u00bb a rajout\u00e9 Geoff Castle, gestionnaire principal des portefeuilles de titres \u00e0 revenu fixe de Pender. Nous sommes profond\u00e9ment engag\u00e9s dans la mise \u00e0 profit diligente de notre processus de placement pour ce mandat au cours des ann\u00e9es \u00e0 venir. \u00bb<\/p>\n

Au sujet du Fonds univers obligataire Pender
\n<\/strong>Le Fonds univers obligataire Pender est un fonds de revenu ax\u00e9 sur les titres de cat\u00e9gorie investissement. L\u2019objectif du Fonds consiste \u00e0 pr\u00e9server le capital et \u00e0 d\u00e9gager des rendements au moyen d\u2019un revenu r\u00e9gulier et d\u2019une plus-value du capital. Le Fonds investit principalement dans les titres \u00e0 revenu fixe de qualit\u00e9 investissement. Toutefois, ce mandat a \u00e9galement la possibilit\u00e9 de r\u00e9aliser des placements dans des actions lorsque le gestionnaire de portefeuille estime que le rapport risque\/rendement est avantageux pour les investisseurs.<\/p>\n

Au sujet de Gestion de capital PenderFund lt\u00e9e
\n<\/strong>Pender, soci\u00e9t\u00e9 ind\u00e9pendante appartenant \u00e0 ses employ\u00e9s, a \u00e9t\u00e9 \u00e9tablie en 2003 \u00e0 Vancouver, en Colombie-Britannique. Son objectif consiste \u00e0 prot\u00e9ger et \u00e0 faire fructifier le patrimoine de ses investisseurs au fil du temps. Forte de son \u00e9quipe talentueuse compos\u00e9e d\u2019experts dans l\u2019analyse, la s\u00e9lection des titres et la recherche ind\u00e9pendante, Pender g\u00e8re activement sa gamme de fonds de placement en exploitant les inefficacit\u00e9s du march\u00e9 afin de r\u00e9aliser ses objectifs. Veuillez visiter www.penderfund.com\/fr<\/a>.<\/p>\n

Les donn\u00e9es standards sur le rendement des fonds de titres \u00e0 revenu fixe Pender sont pr\u00e9sent\u00e9es ici : https:\/\/penderfund.com\/fr\/fonds-revenu-fixe\/
\nwww.penderfund.com\/fr\/fonds-revenu-fixe\/<\/a><\/p>\n

Veuillez lire les avis de non-responsabilit\u00e9 importants \u00e0 www.penderfund.com\/fr\/disclaimer\/<\/a>.
\n1 <\/sup>Tous les rendements signal\u00e9s sont ceux des parts de cat\u00e9gorie F du Fonds. D\u2019autres cat\u00e9gories de parts sont offertes. Celles-ci pourraient pr\u00e9senter des frais et des rendements diff\u00e9rents.
\n2<\/sup> M\u00e9thodologie des Troph\u00e9es Fundgrade A+MC https:\/\/www.fundata.com\/images\/FundataFundgradeMethodology.pdf<\/a><\/p>\n

Avertissement
\n<\/strong>La note FundGrade A+MC est utilis\u00e9e avec la permission de Fundata Canada Inc., tous droits r\u00e9serv\u00e9s. Les Troph\u00e9es annuels FundGrade A+MC qui distinguent la \u00ab cr\u00e8me de la cr\u00e8me \u00bb des fonds d\u2019investissement canadiens, sont remis par Fundata Canada Inc. Le calcul de la note FundGrade A+MC est compl\u00e9mentaire \u00e0 la notation mensuelle FundGrade et est effectu\u00e9 \u00e0 la fin de chaque ann\u00e9e civile. Le syst\u00e8me de notation FundGrade \u00e9value les fonds en fonction de leur rendement ajust\u00e9 au risque, mesur\u00e9 par le ratio de Sharpe, le ratio de Sortino et le ratio d\u2019information. Le r\u00e9sultat pour chaque ratio est calcul\u00e9 individuellement, sur des p\u00e9riodes de 2 \u00e0 10 ans. Les r\u00e9sultats sont alors \u00e9quipond\u00e9r\u00e9s en calculant une note mensuelle FundGrade. Dix pour cent des fonds gagnent la note A, 20 % des fonds obtiennent la note B, 40 % des fonds re\u00e7oivent la note C, 20 % des fonds recueillent la note D et 10 % des fonds re\u00e7oivent la note E. Tous les fonds admissibles doivent avoir re\u00e7u une note mensuelle FundGrade au cours de l\u2019ann\u00e9e pr\u00e9c\u00e9dente. La note FundGrade A+MC utilise un calcul dans le style de la \u00ab moyenne pond\u00e9r\u00e9e cumulative \u00bb (MPC). Les notes mensuelles FundGrade de \u00ab A \u00bb \u00e0 \u00ab E \u00bb re\u00e7oivent des notations allant respectivement de 4 \u00e0 0. Le r\u00e9sultat moyen d\u2019un fonds d\u00e9termine son MPC. Tout fonds poss\u00e9dant un MPC sup\u00e9rieur ou \u00e9gal \u00e0 3,5 re\u00e7oit un Troph\u00e9e FundGrade A+MC. De plus amples renseignements sont disponibles sur le site www.fundgradeawards.com\/Default-FR.aspx. M\u00eame si Fundata fait de son mieux pour s\u2019assurer de la fiabilit\u00e9 et de la pr\u00e9cision des donn\u00e9es contenues dans la pr\u00e9sente, l\u2019exactitude de ces derni\u00e8res n\u2019est pas garantie par Fundata.<\/p>\n

Pour plus de renseignements, veuillez communiquer avec :<\/p>\n

Melanie Moore
\n<\/strong>Vice-pr\u00e9sidente du marketing, Gestion de capital PenderFund lt\u00e9e
\nmmoore@penderfund.com
\n(604) 688-1511
\nSans frais : (866) 377-4743<\/p>\n

 <\/p>\n

 <\/p>\n

 <\/p>\n

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