Investor suitability

For those who:

  • are willing to accept a low to medium degree of risk
  • are seeking a balance of regular income and the potential for long-term capital appreciation
  • are not concerned with short-term price fluctuations
  • are planning to hold their investment for the long term.

Fund overview

Sentry Growth and Income Fund's investment objective is to seek a balance of current income and long-term capital appreciation by investing primarily in a diversified portfolio of dividend-paying and/or distribution-paying North American equity and income securities, including income trusts and common and preferred shares and, to a lesser extent, interest bearing securities, such as bonds, bills or bankers' acceptances.


Fund facts (2019-06-28)

Inception date

2015-12-14

Asset class

Global Equity

Income distribution

Monthly

Minimum investment

$5,000 initial / $25 additional

Growth of $10,000