Investor suitability

For those who:

  • are willing to accept a low degree of risk
  • are seeking a regular source of current income and capital preservation
  • are seeking to add global exposure to their investment portfolio
  • are not concerned by short-term price fluctuations
  • are planning to hold their investment for the long term.

Fund overview

Sentry Defensive 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 consisting primarily of global fixed-income and equity securities.

Fund facts (2019-06-28)

Inception date


Asset class

Global Balanced

Income distribution


Minimum investment


Growth of $10,000