Liquid Alternative

An alternative to traditional fixed income. The fund aims to offer stable, consistent returns with a low-risk profile through its flexible high-yield-focused alternative credit strategy.

Suitable for those looking for a consistent fixed income fund with low correlation to traditional fixed income with the ability to protect against rising interest rates and risk off events.

Reduce beta in your portfolio. Aims to produce consistent and low volatility absolute returns by investing primarily in merger arbitrage opportunities.

Suitable for those looking for a consistent steady return with low beta and volatility. Merger arbitrage funds can offer a tax efficient return profile as returns are taxed as capital gains.

The fund has all the benefits of Pender Alternative Arbitrage Fund and uses leverage to enhance the return profile.

Generates stable income and reduces the risk of drawdowns. Aims to provide a consistent return across different market environments. Incorporating a diversified portfolio of Pender income strategies, the fund benefits from distinct exposures which provide complementary risk/reward in different environments.

Enhance portfolio returns through deep fundamental research with a focus on special situation/event-driven investing. This is a catalyst driven Fund seeking to capitalize on asymmetric risk/return situations within a concentrated equity portfolio. Suitable for investors looking for growth and to invest in a non-correlated, idiosyncratic equity portfolio.

The Fund focuses on North American equities, targeting excess returns with less volatility. The Fund is adaptable to all market conditions with an active sector-rotating strategy based on investment themes. The Fund manages beta and equity exposure enhancing risk management through active trading, short selling, cash management and option overlays.