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.
Why Invest in Emerging Markets?
Emerging market equities offer many potential benefits to investors. They provide the opportunity to diversify portfolios and participate in a broader set of companies that are fundamentally driven by different drivers than their developed markets peers. In our view there are opportunities to uncover high quality enterprises that have significant compounding potential and are trading at a discount to our estimates of intrinsic value.
Class Fund Codes Description Management Fee* Minimum Investment: Initial/[Subsequent] A PGF 1700 Front End 1.80% $5,000 / [$100] F PGF 1710 Fee Based 0.80% $5,000 / [$100] H PGF 1740 Front End – HNW 1.50% $100,000 / [$100] I PGF 1750 Fee Based – HNW 0.65% $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 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.
Resources
Annual (POS)
- Pender Emerging Markets Impact Fund – Fund Facts (A Class)
- Pender Emerging Markets Impact Fund – Fund Facts (E Class)
- Pender Emerging Markets Impact Fund – Fund Facts (F Class)
- Pender Emerging Markets Impact Fund – Fund Facts (O Class)
- Pender Emerging Markets Impact Fund – Fund Facts (H Class)
- Pender Emerging Markets Impact Fund – Fund Facts (I Class)
- Pender Emerging Markets Impact Fund – Fund Facts (N Class)
For More Visit: Legal & Financial
The Latest
Emerging Markets – Q2 2022
The Pender Emerging Markets Impact Fund began operating in April and this represents our first quarterly commentary. Download PDF The second quarter broadly saw drawdowns in equity markets as investors anticipated weaker global growth in the coming quarters as developed market policymakers raise interest rates to tame inflation. This contrasts with the dynamic in many emerging markets, where inflation remains manageable. Policymakers are far more advanced in their tightening cycle and, in certain economies, are already easing. The current trend of US interest rate increases, as well as the recently announced reduction of quantitative easing, are both needed to better…
Recent Commentaries
Patricia Perez-Coutts
Portfolio Manager
Patricia is the Portfolio Manager of the Pender Emerging Markets Impact Fund. She joined Pender in January 2022.
Aman Budhwar
Associate Portfolio Manager
Aman Budhwar joined Pender in February 2022 as an Associate Portfolio Manager.
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