Investor suitability

For those who:

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

Fund overview

Sentry U.S. Monthly Income Fund aims to provide investors with stable income and long-term capital appreciation by investing in a diversified portfolio consisting primarily of U.S. equity and fixed-income securities.


Fund facts (2019-10-31)

Inception date

2013-03-04

Asset class

Global Neutral Balanced

Income distribution

Monthly

Minimum investment

$500 initial / $25 additional

Growth of $10,000