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 (%) – 2024-03-28Class1 Mo.3 Mo.6 Mo.1 Yr.2 Yr.3 Yr.5 Yr.10 Yr.YTDSince InceptionInception Date
Pender Alternative Absolute Return FundF0.
Pender Alternative Arbitrage FundF0.711.822.212.92021-09-08
Pender Alternative Arbitrage Plus FundF1.
Pender Alternative Multi-Strategy Income FundF1.
Pender Alternative Special Situations FundF7.817.422.833.18.413.817.433.12020-07-10
Annual Performance (%)Class202120222023YTD
Pender Alternative Absolute Return FundF6.37.52.5
Pender Alternative Arbitrage FundF3.11.31
Pender Alternative Arbitrage Plus FundF0.51.2
Pender Alternative Multi-Strategy Income FundF4.82.6
Pender Alternative Special Situations FundF37.1-16.52317.4

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