Investor suitability

For those who:

  • are willing to accept a low to medium degree of risk
  • are seeking a balance of long-term capital appreciation and a regular source of current income
  • are seeking to add global exposure to your investment portfolio
  • are planning to hold your investment for the long term

Fund overview

Sentry Growth and Income Portfolio aims to provide a balance of long-term capital appreciation and current income by investing in an actively managed, diversified portfolio of global equity and fixed-income securities.


Fund facts (2019-08-30)

Inception date

2014-09-16

Asset class

Global Equity

Income distribution

Monthly

Minimum investment

$500 initial / $25 additional

Growth of $10,000