Investor suitability

For those who:

  • are willing to accept a low degree of risk
  • are seeking a regular source of current income with the potential for long-term capital appreciation
  • are seeking to add global exposure to your investment portfolio
  • are planning to hold your investment for the long term

Fund overview

Sentry Balanced Income Portfolio aims to provide current income with the potential for long-term capital appreciation by investing in an actively managed, diversified portfolio of global equity and fixed-income securities.


Fund facts (2020-08-31)

Inception date

2014-09-16

Asset class

Asset Allocation

Total # holdings

577

Number of issuers (equities)

10

Income distribution

Monthly

Minimum investment

$500 initial / $25 additional

Growth of $10,000