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 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. Growth and Income Currency Neutral Class aims to seek a balance of current income and long-term capital appreciation, while minimizing the fund’s exposure to foreign currency fluctuations against the Canadian dollar, by investing substantially all of its assets in securities of its underlying fund, Sentry U.S. Growth and Income Fund, and using derivatives to hedge against the foreign currency exposure of the portfolio. The underlying fund invests primarily in a diversified portfolio of dividend-paying U.S. equity securities, including common and preferred shares and, to a lesser extent, interest-bearing securities, such as bonds, bills or bankers’ acceptances.


Fund facts (2019-09-30)

Inception date

2016-04-18

Asset class

U.S. Equity

Income distribution

Monthly

Minimum investment

$500 initial / $25 additional

Growth of $10,000