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 (%) – 2024-01-31Class1 Mo.3 Mo.6 Mo.1 Yr.2 Yr.3 Yr.5 Yr.10 Yr.YTDSince InceptionInception Date
Pender Alternative Absolute Return FundF1.42.14.97.47.21.47.32021-09-01
Pender Alternative Arbitrage FundF-0.61.40.20.82.1-0.62.42021-09-08
Pender Alternative Arbitrage Plus FundF-1.21.8-0.8-0.5-1.20.42022-09-01
Pender Alternative Multi-Strategy Income FundF0.32.72.83.90.34.82022-09-01
Pender Alternative Special Situations FundF6.121.315.519.1611.16.1312020-07-10
Annual Performance (%)Class202120222023YTD
Pender Alternative Absolute Return FundF6.37.51.4
Pender Alternative Arbitrage FundF3.11.3-0.6
Pender Alternative Arbitrage Plus FundF0.5-1.2
Pender Alternative Multi-Strategy Income FundF4.80.3
Pender Alternative Special Situations FundF37.1-16.5236.1

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