Growth of $10,000

03/31/200703/08/2012
Fund Returns updated daily. Category and Index returns updated monthly.
Investment Objective and Strategy
Pender Small Cap Opportunities Fund invests in a concentrated portfolio of well-managed businesses, with strong competitive positions, which are overlooked by the market and have the potential for significant capital appreciation.

Category Medalists

Morningstar’s Take

Contact Information

Telephone 604-688-1511
Website www.penderfund.com

Minimum Investments

  CAD
Initial 2,500
Additional 100
Closed to All Investors No
Closed to New Investors 17/02/2014 Yes

Sale

Country Registered For Sale
Canada
Country Available For Sale
Canada

Advisor Information

Fund Inception 01/06/2009
Name of Issuer Penderfund Capital Management Ltd.
Fund Advisor(s) Penderfund Capital Management Ltd.
Subadvisor(s)

Management

  Start Date
David Barr 29/11/2013