Pender’s Funds now available for purchase across Canada

Pender’s Funds now available for purchase in Quebec

Based in Vancouver, Pender’s Funds were previously offered only in our home Province of BC, as well as AB, SK, MB and ON. Due to advisor feedback and increasing demand, we have now opened up our availability to Quebec, Atlantic Canada and the Territories. You can purchase Pender’s Funds from anywhere in Canada*.

*Pender funds are now available through dealers in all provinces and territories. This excludes Pender alternative funds. The Pender Small Cap Opportunities Fund is presently closed to new purchasers.   

You and your clients now have access to Pender. Pender is led by President and Portfolio Manager, David Barr, who has won the Lipper Award in both 2015 and 2016 for the best Canadian small-mid cap equity fund, recognizing strong, risk-adjusted returns relative to peers. Particularly noteworthy as his process steers him away from resources and materials, with performance returns coming from other sectors, such as technology and healthcare.

Pender is an independent, employee-owned investment firm, founded in 2003 and managing a suite of niche investment and alternative funds. We believe that small and nimble funds with portfolios of concentrated, value-based investments with portfolio managers whose financial interests are aligned with investors, have the potential to generate superior long‐term, risk‐adjusted returns.

Commissions, trailing commissions, management fees and expenses all may be associated with Pender’s mutual fund products. Please read the simplified prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in net asset value and assumes reinvestment of all distributions and are net of all management and administrative fees, but do not take into account sales, redemption or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. This email is intended for information purposes only and does not constitute an offer to buy or sell our products or services nor is it intended as investment and/or financial advice on any subject matter and is provided for your information only. Every effort has been made to ensure the accuracy of its contents.