Investor suitability

For those who:

  • are willing to accept a low to medium degree of risk
  • are seeking long-term 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 Growth Portfolio aims to provide long-term capital appreciation and the potential for current income by investing in an actively managed, diversified portfolio of primarily global equity and, to a lesser extent, fixed-income securities.


Fund facts (2020-06-30)

Inception date

2014-09-16

Asset class

Asset Allocation

Total # holdings

576

Number of issuers (equities)

10

Income distribution

Monthly

Minimum investment

$500 initial / $25 additional

Growth of $10,000