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 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 Currency Neutral Private Pool Class aims to provide capital growth and income over the long-term, while minimizing the pool’s exposure to foreign currency fluctuations against the Canadian dollar, by investing substantially all of its assets in securities of its underlying pool, Sentry U.S. Equity Income Private Trust and using derivatives to hedge against fluctuations in the foreign currency exposure of the portfolio. The underlying pool invests primarily in dividend-paying U.S. equity securities.


Fund facts (2019-07-31)

Inception date

2016-07-04

Asset class

U.S. Equity

Income distribution

Monthly

Minimum investment

$100,000 initial / $25 additional

Growth of $10,000