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 your investment portfolio
  • are planning to hold your 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 (2021-06-30)

Inception date


Asset class

Canadian Small/Mid Cap Equity

Income distribution


Minimum investment

$500 initial / $25 additional

Growth of $10,000