Investor suitability

For those who:

  • are willing to accept a medium degree of risk
  • are seeking income and the potential for long-term capital growth
  • are seeking to add U.S. exposure to your investment portfolio
  • are seeking the potential to substantially hedge your exposure to foreign currency fluctuations
  • are planning to hold your investment for the long term

Fund overview

Sentry U.S. Equity Income Private Pool Class aims to provide capital growth and income over the long-term by investing substantially all of its assets in securities of its underlying pool, Sentry U.S. Equity Income Private Trust. The underlying pool invests primarily in dividend-paying U.S. equity securities.


Fund facts (2020-08-31)

Inception date

2016-07-04

Asset class

U.S. Equity

Total # holdings

34

Number of issuers (equities)

2

Income distribution

Monthly

Minimum investment

$25,000 initial / $25 additional

Growth of $10,000