Pender Bond Universe Fund

The objective of the Pender Bond Universe Fund is to preserve capital and generate returns through current income and capital appreciation. The Fund invests primarily in investment grade fixed income securities. This, however, does not preclude the Fund from making equity investments when the Portfolio Advisor deems the risk/reward trade-off to be in the investors’ favor.

Geoff Castle

Geoff Castle

Portfolio Manager

Mr. Castle is the Portfolio Manager of the Pender Corporate Bond Fund and the Pender Bond Universe Fund. He began his investing career in 2000 and has experience in both public mutual funds and proprietary investment fund management for ultra-high net worth individuals.

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Emily Wheeler

Emily Wheeler

Associate Portfolio Manager

Emily Wheeler is the Associate Portfolio Manager of the Pender Bond Universe Fund. She began her investing career in 2004. Prior to joining Pender she was at a Vancouver-based investment firm that ran mandates including value, fixed income, growth and several alternative strategies.

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