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


Fund facts (2019-09-30)

Inception date

2014-09-16

Asset class

Global Balanced

Income distribution

Monthly

Minimum investment

$500 initial / $25 additional

Growth of $10,000