Investor suitability

For those who:

  • are willing to accept a low to medium degree of risk
  • are seeking a regular source of income and the potential for capital appreciation
  • are planning to hold your investment for the medium to long term

Fund overview

Sentry Canadian Income Class aims to provide long-term returns by investing substantially all of its assets in securities of Sentry Canadian Income Fund. The underlying fund invests primarily in a diversified portfolio of Canadian securities including equities, fixed-income instruments, real estate investment trusts (REITs) and income trusts.


Fund facts (2020-06-30)

Inception date

2019-01-30

Asset class

Canadian Equity

Total # holdings

46

Number of issuers (equities)

2

Income distribution

Monthly

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000