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 long-term capital appreciation
  • are seeking to add diversification to their investment portfolio
  • are not concerned with short-term price fluctuations
  • are planning to hold their investment for the long term.

Fund overview

Sentry Small/Mid Cap Income Class aims to provide consistent monthly income and capital appreciation by investing substantially all of its assets in securities of its underlying fund, Sentry Small/Mid Cap Income Fund. The underlying fund invests primarily in equity securities of small and medium capitalization companies and trusts, as well as preferred securities and convertible debentures and, to a lesser extent, in other interest bearing securities, such as bonds, bills or bankers' acceptances.


Fund facts (2019-06-28)

Inception date

2014-06-12

Asset class

Canadian Focused Small/Mid Cap Equity

Income distribution

Monthly

Minimum investment

$500 initial / $25 additional

Growth of $10,000