Fund Launches into Small Cap ‘Sweet Spot’

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Recently Pender Small/Mid Cap Dividend Fund was featured in a Fund Insight on Morning Star.

“For Pender Small/Mid Cap Dividend Class, performance has been impressive during the short and sweet ride since it was launched in January 2020 – just before the arrival of COVID-19.

Since its inception, the bronze-medalist fund’s F-series mandate garnered an average annual return of 41%, based on Morningstar numbers at Oct. 31, 2021. At the same date, the fund showed a one-year return of 15.3% and a year-to-date gain of 27.9%, handily beating both the Morningstar Small Cap category and Morningstar’s benchmark index.”

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