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 long-term capital appreciation
  • are seeking to add U.S. exposure to their investment portfolio
  • are planning to hold their investment for the medium to long term.

Fund overview

Sentry U.S. Monthly Income Fund aims to provide investors with stable income and long-term capital appreciation by investing in a diversified portfolio consisting primarily of U.S. equity and fixed-income securities.


Fund facts (2019-06-28)

Inception date

2019-01-30

Asset class

Global Neutral Balanced

Income distribution

Monthly

Minimum investment

$100,000 initial / $5,000 additional