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 Fund aims to provide consistent monthly income and capital appreciation by investing in equity securities of small and medium capitalization companies and trusts, as well as preferred securities and convertible debentures and, to a lesser extent, other interest bearing securities, such as bonds, bills or bankers' acceptances.


Fund facts (2020-05-29)

Inception date

2008-08-21

Asset class

Canadian Small/Mid Cap Equity

Total # holdings

52

Number of issuers (equities)

52

Income distribution

Monthly

Minimum investment

Negotiable

Growth of $10,000