Pender Corporate Bond Fund

The Pender Corporate Bond Fund is an income fund that is both conservatively managed to preserve capital, as well as opportunistic to generate returns. The Fund is focused on key credit characteristics – coverage, seniority and duration. It is driven by bottom up fundamental analysis, the Fund seeks to use its nimble size to invest in opportunities large or index based funds cannot. This advantage could provide investors with an attractive cash yield, while maintaining positions in attractively valued securities that provide a margin-of-safety for investors.

Visit the Pender Fixed Income Hub for all of our latest news, information and articles.

  • Since Inception returns are from June 2009. All returns greater than a year are annual compounded returns.

    Performance (%) - 2024-05-311 Mo.3 Mo.6 Mo.1 Yr.2 Yr.3 Yr.5 Yr.10 Yr.YTDSince InceptionInception Date
    A2.45.09.311.95.12.84.64.96.15.72009-06-01
    F2.55.39.812.96.03.75.55.76.56.52009-06-01
    Annual Performance (%)20162017201820192020202120222023YTD
    A22.77.05.54.76.29.4-6.66.66.1
    F23.77.86.55.67.010.3-5.77.66.5
    Distributions Per Unit ($)Oct'23Nov'23Dec'23Jan'24Feb'24Mar'24Apr'24May'24Since Inception
    A0.040.030.030.040.030.040.050.047.23
    F0.050.040.030.050.040.050.060.058.63

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

  • Since Inception returns are from August 2013. All returns greater than a year are annual compounded returns.

    Performance (%) - 2024-05-311 Mo.3 Mo.6 Mo.1 Yr.2 Yr.3 Yr.5 Yr.10 Yr.YTDSince InceptionInception Date
    A (USD)2.65.09.312.24.82.15.15.25.65.02013-08-30
    F (USD)2.75.39.813.25.73.06.06.06.05.82013-08-30
    Annual Performance (%)20162017201820192020202120222023YTD
    A (USD)23.08.55.06.18.69.5-7.57.45.6
    F (USD)23.19.45.96.99.510.4-6.78.46.0
    Distributions Per Unit ($)Oct'23Nov'23Dec'23Jan'24Feb'24Mar'24Apr'24May'24Since Inception
    A (USD)0.040.020.020.040.020.040.040.043.98
    F (USD)0.050.030.030.050.030.040.050.044.88

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


Watch the replay: Webinar featuring Geoff Castle

Watch Geoff Castle appear alongside a panel of other leading industry experts, as they examine the challenges facing advisors and portfolio managers in the bond market. 

  • Panel:
    Geoff Castle, Lead Portfolio Manager of Pender’s Fixed Income | PenderFund Capital Management
    Darcy Briggs, Senior Vice President & Portfolio Manager | Franklin Templeton Fixed Income
    Ben Chim, VP & Director, Portfolio Manager | TD Asset Management
  • Host:
    David Kitai, Senior Editor – Wealth Professional, Key Media | Moderator
  • CPD: This webinar has been approved for 1 CPD credit each from IAFE and FP Canada.

For financial professionals only

This webinar was originally recorded Tuesday March 26, 2024


Geoff Castle

Geoff Castle

Portfolio Manager

Mr. Castle is the Portfolio Manager of the Pender Corporate Bond Fund and the Pender Bond Universe Fund. He began his investing career in 2000 and has experience in both public mutual funds and proprietary investment fund management for ultra-high net worth individuals.

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Parul Garg

Parul Garg

Associate Portfolio Manager

Parul Garg is the Associate Portfolio Manager of the Pender Corporate Bond Fund. She began her investment career in 2009 and has been the fixed income analyst on the Fund since 2015.

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Emily Wheeler

Emily Wheeler

Portfolio Manager

Emily Wheeler joined Pender in October 2019 and is a Portfolio Manager working on the Pender Corporate Bond Fund and the Pender Bond Universe Fund.

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