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
Performance (%) – Aug. 31, 2023 Class 1 Mo. 3 Mo. 6 Mo. 1 Yr. 2 Yr. 5 Yr. 10 Yr. YTD Since Inception Inception Date Pender Alternative Absolute Return Fund Class F 1.2 1.8 2.7 8.7 5.2 7.0 Sep-21 Pender Alternative Arbitrage Fund Class F -0.3 0.7 -0.5 1.1 0.2 2.7 Sep-21 Pender Alternative Arbitrage Plus Fund Class F Sep-22 Pender Alternative Multi-Strategy Income Fund Class F Sep-22 Pender Alternative Special Situations Fund Class F 2.2 6.6 9.3 9.0 23.8 15.5 30.6 Jul-20 Annual Performance
Annual Performance (%) Class 2021 2022 YTD Pender Alternative Absolute Return Fund Class F – 6.3 5.2 Pender Alternative Arbitrage Fund Class F – 3.1 0.2 Pender Alternative Arbitrage Plus Fund Class F – – – Pender Alternative Multi-Strategy Income Fund Class F – – – Pender Alternative Special Situations Fund Class F 37.1 -16.5 15.5
Standard Performance Data is subject to important disclosures set out in our Disclaimer
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