Pender Emerging Markets Impact Fund

The investment objective of the Pender Emerging Markets Impact Fund is to provide long-term capital growth to investors. The Fund will invest primarily in companies with operations located in emerging market countries, with business models that are of high quality, and which possess positive and sustainable earnings growth potential. Equally important, the Fund will be strongly aligned and partially invested in impact-type holdings that address environmental, social and governance (ESG) issues.

  • Performance information for this Fund will be added at the one year anniversary of the Fund’s inception.

    Resources

  • Holdings information for this Fund will be added to this page in Q3 2022.

  • ClassFund Codes DescriptionManagement Fee*Minimum Investment: Initial/[Subsequent]
    APGF 1700Front End1.80%$5,000 / [$100]
    FPGF 1710Fee Based0.80%$5,000 / [$100]
    HPGF 1740Front End – HNW1.50%$100,000 / [$100]
    IPGF 1750Fee Based – HNW0.65%$100,000 / [$100]
    * Management fee is subject to a 0.50% admin fee and excludes taxes
    Asset Class: Emerging Markets Equity
    Inception Date: April 1, 2022
    Valuation Frequency: Daily
    Eligibility: Canada wide, Registered Plans
    Distributions: DRIP annually, cash optional
    Benchmark: MSCI Emerging Markets Index (CAD)
    Portfolio Manager: Patricia Perez-Coutts
Patricia Perez-Coutts

Patricia Perez-Coutts

Portfolio Manager

Patricia is the Portfolio Manager of the Pender Emerging Markets Impact Fund. She joined Pender in January 2022.

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