Investor suitability

For those who:

  • are willing to accept a low 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 Fund aims to provide stable income and long-term capital appreciation by investing in a conservative diversified portfolio of Canadian fixed-income and income-oriented equity securities.

Fund facts (2020-09-30)

Inception date


Asset class

Canadian Balanced

Total # holdings


Number of issuers (equities)


Income distribution


Minimum investment

$500 initial / $25 additional

Growth of $10,000