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 Conservative Balanced Income Class aims to provide stable income and long-term capital appreciation by investing substantially all of its assets in securities of Sentry Conservative Balanced Income Fund. The underlying fund invests primarily in a conservative diversified portfolio of Canadian fixed-income and income-oriented equity securities.

Fund facts (2021-06-30)

Inception date


Asset class

Canadian Balanced

Income distribution


Minimum investment

$500 initial / $25 additional

Growth of $10,000