Pender Small / Mid Cap Dividend Fund

The Pender Small/Mid Cap Dividend Fund is designed to provide investors with a combination of long-term capital appreciation and a stable quarterly stream of cash distributions. The Fund will invest primarily in Canadian securities, with a focus on, but not limited to, dividend paying small/mid cap companies. Assets in the Fund may also be held in cash or other securities to the extent that the economic, market, or other conditions make it appropriate.

Visit the Pender Small Cap Hub for all of our latest news, information and articles.

Due to an announced Special Meeting, the Pender Small/Mid Cap Dividend Fund is now temporarily closed to new investors, hence no new purchases or switches-in are currently allowed.

Since Inception returns are from January 2020. 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
A2.72.614.717.52.83.19.414.72020-01-31
F2.72.915.318.83.94.29.915.72020-01-31
Annual Performance (%)20162017201820192020202120222023YTD
A27.3-12.03.99.4
F28.7-11.05.09.9

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

David Barr

David Barr

CEO & Portfolio Manager

Mr. Barr is the CEO of Pender. He is also the Portfolio Manager of several of Pender’s funds.

Read More

Aman-Budhwar

Aman Budhwar

Portfolio Manager

Aman Budhwar joined Pender in February 2022 as an Associate Portfolio Manager.

Read More