Pender Strategic Growth & Income Fund

Effective June 23, 2023, the Pender Strategic Growth and Income Fund merged with the Pender Enhanced Income Fund. On completion of the merger, all of the assets and investments of the Pender Strategic Growth and Income Fund were transferred to the Pender Enhanced Income Fund and unitholders of the Pender Strategic Growth and Income Fund became unitholders of the Pender Enhanced Income Fund.

After the Merger, the name of the Pender Enhanced Income Fund was changed to “Pender Strategic Growth and Income Fund”.

The Pender Strategic Growth and Income Fund is a conservatively managed balanced fund. The fixed income strategy of the Fund will be primarily effected through the Pender Corporate Bond Fund, with weightings generally ranging from 30-60%, and may vary depending on market conditions. The remaining assets will be mainly in equities. Direct equity strategy will be primarily effected through small to mid-sized Canadian and US companies, with an emphasis on businesses that generate stable or growing cash distributions to shareholders. The Fund provides uncapped access to the Pender Small Cap Opportunities Fund, with weightings ranging from 5-10%

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

Felix Narhi

Felix Narhi

Chief Investment Officer and Portfolio Manager

Mr. Narhi is the Chief Investment Officer of Pender and the Portfolio Manager of the Pender Strategic Growth and Income Fund, and Co-Manager of the Pender Value Fund.

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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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