Investor suitability

For those who:

  • are willing to accept a medium degree of risk
  • are seeking a regular source of income and the potential for capital appreciation
  • are seeking to add U.S. exposure to your investment portfolio
  • are planning to hold your investment for the long term

Fund overview

Sentry U.S. Growth and Income Class seeks a balance of current income and long-term capital appreciation by investing substantially all of its assets in securities of Sentry U.S. Growth and Income Fund. The underlying fund invests primarily in a diversified portfolio of dividend-paying U.S. equity securities, including common and preferred shares and, to a lesser extent, interest bearing securities, such as bonds, bills or bankers' acceptances.


Fund facts (2019-10-31)

Inception date

2019-01-30

Asset class

U.S. Equity

Income distribution

Monthly

Minimum investment

$100,000 initial / $5,000 additional