Liquid Alternative Funds

We view a liquid alternative fund as the best of both worlds, offering differentiated strategies historically seen in a hedge fund, with the convenience of a mutual fund. Through a liquid alternative fund, investors can get the liquidity and transparency of a mutual fund, plus uncorrelated hedge fund strategies, the ability to borrow money cheaply and to hedge risk via short selling and other means. The benefits of both, at a lower fee structure than traditional hedge funds, combine to make for an appealing investment opportunity.

Performance (%) – January 31, 2025Class1 Mo.3 Mo.6 Mo.1 Yr.2 Yr.3 Yr.5 Yr.10 Yr.15 Yr.YTDSince InceptionInception Date
Pender Alternative Absolute Return FundF-0.10.92.55.56.56.6-0.16.82021-09-01
Pender Alternative Arbitrage FundF0.60.71.64.92.83.00.63.12021-09-01
Pender Alternative Arbitrage Plus FundF-0.10.62.04.22.34.22.62022-09-01
Pender Alternative Multi-Strategy Income FundF0.61.83.48.96.40.66.52022-09-01
Pender Alternative Special Situations FundF-0.91.23.818.718.910.1-0.928.22020-07-10

Standard Performance Data is subject to important disclosures set out in our Disclaimer