Investor suitability

For those who:

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

Fund overview

Sentry Global Growth and Income Class aims to provide consistent income and capital appreciation by investing substantially all of its assets in securities of its underlying fund, Sentry Global Growth and Income Fund. The underlying fund invests primarily in a diversified portfolio of global equities.

Fund facts (2019-05-31)

Inception date


Asset class

Global Equity

Income distribution


Minimum investment

$500 initial / $25 additional

Growth of $10,000