• Pender Alterative Absolute Return Fund

    Pender Absolute Return Hub


Liquid alternative fund strategies can act as a diversifying tool to reduce volatility by generating returns with no- or low-correlation to traditional markets. These strategies can offer diversification and mitigate risk from traditional strategies that retail clients may be invested in (i.e. traditional long only equity or traditional fixed income portfolios).

What is the Pender Alternative Absolute Return Fund?

The Pender Alternative Absolute Return Fund offers investors an alternative to traditional fixed income funds. It is a flexible, high-yield-focused, liquid alternative fund which aims to generate consistent, high-single-digit annualized returns throughout the market cycle with low correlations to major market indices.

It is a credit-focused fund centered around intelligent security selection across capital structures and the flexibility to exploit the best risk-adjusted opportunities in every market cycle.


Resources

Generators of Performance

November, 2024

Find out how the Fund generates performance

Delivering on its Promise

November, 2024

Review of the Fund’s track record

REPLAY WEBINAR: Balancing Risks and Opportunities with Justin Jacobsen, CFA

On September 12, Pender hosted a webinar with Justin Jacobsen, Portfolio Manager of the Pender Alternative Absolute Return Fund which aims to generate consistent, absolute returns with low volatility at all stages of the economic cycle. 

Justin discussed:

  • His outlook for credit spreads
  • How the Fund balances risks and opportunities
  • The three years of activity since the Fund was launched in September 2021

Recorded: September 12, 2024
For financial professionals only


3 Year Anniversary Milestone
Pender is marking the three-year anniversary of the Pender Alternative Absolute Return Fund, managed by Justin Jacobsen, CFA, which aims to generate a differentiated return stream with low correlation to traditional asset classes. Despite having to navigate an evolving market environment over the last three years it has consistently delivered low volatility results to investors. It has achieved an annualized return of 6.95%* since its inception in September 2021, including 32 out of 36 positive months of performance*.

*Source: PenderFund, Data is Class F as of August 31, 2024. Pender Alternative Absolute Return Fund inception date is September 2021. Other classes are available. Fees and performance may differ in those other classes.​ Standard Performance Information for the Fund may be found herehttps://www.penderfund.com/liquid-alternative-funds/


Learn More and Meet the Team

Commentaries

Latest Commentary

Factsheet

Latest Factsheet

Performance

Latest Performance

Portfolio Manager

Justin Jacobsen, CFA

Associate Portfolio Manager

Stephen Kramer, CFA