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Pender US All Cap Equity Class A

Ranked 31 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Felix Narhi

Objective

The primary objective of the Fund is to achieve capital growth over the long-term. The Fund also aims to provide moderate income to its unitholders, while being sufficiently diversified to mitigate volatility. The Fund will invest primarily in US securities but may also invest in Canadian and foreign securities.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 13.4% 0.5% 7.3%
2016 2.8% -0.2% -1.4% 4.4% 0.0%
2015 -15.0% -3.7% -1.4% -11.0% 0.6%
2014 -5.1% 1.7% -1.6% -3.2% -2.1%
2013 10.8% 6.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date28/06/2013
  • Share Class size09Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment100

Charges

  • Annual management1.85%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).