In order to earn attractive fixed income returns, we believe investors need to embrace a process which carefully assesses credit – coverage, seniority and duration – and which takes advantage of a wide arsenal of tools and approaches to enhance returns, as evidenced by our track record. Funds are conservatively managed to preserve capital, and are opportunistic to generate returns.
Our Process in Practice: Funds
Pender Bond Universe Fund
The Pender Bond Universe Fund is an income fund with an investment grade focus. The objective of the Fund is to preserve capital and generate returns through current income and capital appreciation.
The Pender Corporate Bond Fund is an income fund that is both conservatively managed to preserve capital, as well as opportunistic to generate returns. The Fund is focused on key credit characteristics – coverage, seniority and duration.
In July 2023, PenderFund hosted a webinar in which Lead Portfolio Manager of Fixed Income portfolios, Geoff Castle, discussed the positioning of the Pender Corporate Bond Fund, his thoughts on the market and where he sees opportunities for fixed income investors.
For professional investors:
WP Advisor Connect Webinar – Q1 2023
In March 2023, PenderFund’s Lead Portfolio Manager of Fixed Income portfolios, Geoff Castle, took part in a webinar panel discussion hosted by Wealth Professional, alongside other fixed income experts from Manulife, TD Asset Management and CI Global Asset Management.
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